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Portfolio (Quarterly) Guide ↗

Bogart Wealth, LLC

· CIK 0001715740
13F Portfolio $2.9B AUM 2,013 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 547 New 844 Added 227 Reduced 120 Exited
Page 77 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 19.0 $2K $82.68 +4.0%
1522 KAI KADANT INC COM Industrials 5.0 $2K $314.20 -0.3%
1523 TTC TORO CO COM Industrials 16.0 $2K NEW $97.44 +2.1%
1524 THOMSON REUTERS CORP COM 19.0 $2K NEW $81.68
1525 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 38.0 $2K NEW $40.84 +10.4%
1526 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 35.0 $2K -400.0 -92.0% $44.03 +2.4%
1527 MFC MANULIFE FINL CORP COM Financial Services 38.0 $2K +7.0 +22.6% $40.50 +5.0%
1528 DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW Healthcare 155.0 $2K NEW $9.91 -25.3%
1529 PRF INVESCO RAFI US 1000 ETF 28.0 $2K $54.04 +3.8%
1530 STEP STEPSTONE GROUP INC COM CL A Financial Services 36.0 $1K NEW $41.36 +20.9%
1531 STE STERIS PLC SHS USD Healthcare 7.0 $1K -2.0 -22.2% $210.57 +13.0%
1532 ENOV ENOVIS CORPORATION COM Industrials 71.0 $1K NEW $20.70 +25.9%
1533 ICUI ICU MED INC COM Healthcare 10.0 $1K $146.60 +24.7%
1534 NRG NRG ENERGY INC COM NEW Utilities 10.0 $1K +4.0 +66.7% $146.10 -22.6%
1535 CLSK CLEANSPARK INC COM NEW Technology 100.0 $1K $14.55 -17.7%
1536 QDEL QUIDELORTHO CORP COM Healthcare 83.0 $1K NEW $17.52 -15.9%
1537 GNE GENIE ENERGY LTD CL B Utilities 100.0 $1K NEW $14.45 +3.8%
1538 NXT NEXTPOWER INC CLASS A COM Technology 12.0 $1K +4.0 +50.0% $119.17 -27.7%
1539 FIG FIGMA INC CLASS A COM STK Technology 79.0 $1K +53.0 +203.8% $18.09 +49.8%
1540 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 19.0 $1K NEW $74.79 +2.8%
Page 77 of 101  ·  2,011 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Financial Services 15.3%
Healthcare 11.7%
Industrials 9.9%
Communication Services 7.6%
Consumer Defensive 5.8%
Consumer Cyclical 5.1%
Utilities 4.8%
Energy 3.7%
Real Estate 3.2%