BOGART WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MKC | 9 | $602 |
 | EVR | 9 | $3.04K |
 | PEGA | 9 | $518 |
 | UFPI | 9 | $841 |
 | ATKR | 9 | $565 |
 | VIK | 9 | $559 |
 | JEF | 8 | $523 |
 | RS | 8 | $2.28K |
 | NXT | 8 | $592 |
 | CHTR | 8 | $2.20K |
 | THC | 8 | $1.62K |
 | TPR | 8 | $906 |
 | FTAI | 8 | $1.33K |
 | FELE | 8 | $762 |
 | FN | 8 | $2.92K |
 | INCY | 8 | $678 |
 | Z | 8 | $616 |
 | ULS | 8 | $567 |
 | NBIX | 8 | $1.12K |
 | TDY | 8 | $4.69K |
McCormick & Company, Incorporated
MKC
Shares Held
9
Value
$602
Evercore Inc.
EVR
Shares Held
9
Value
$3.04K
Pegasystems Inc.
PEGA
Shares Held
9
Value
$518
UFP Industries, Inc.
UFPI
Shares Held
9
Value
$841
Atkore Inc.
ATKR
Shares Held
9
Value
$565
Viking Holdings Ltd
VIK
Shares Held
9
Value
$559
Jefferies Financial Group Inc.
JEF
Shares Held
8
Value
$523
Reliance Steel & Aluminum Co.
RS
Shares Held
8
Value
$2.28K
Nextpower Inc.
NXT
Shares Held
8
Value
$592
Charter Communications, Inc.
CHTR
Shares Held
8
Value
$2.20K
Tenet Healthcare Corporation
THC
Shares Held
8
Value
$1.62K
Tapestry, Inc.
TPR
Shares Held
8
Value
$906
FTAI Aviation Ltd.
FTAI
Shares Held
8
Value
$1.33K
Franklin Electric Co., Inc.
FELE
Shares Held
8
Value
$762
Fabrinet
FN
Shares Held
8
Value
$2.92K
Incyte Corporation
INCY
Shares Held
8
Value
$678
Zillow Group, Inc. Class C
Z
Shares Held
8
Value
$616
UL Solutions Inc.
ULS
Shares Held
8
Value
$567
Neurocrine Biosciences, Inc.
NBIX
Shares Held
8
Value
$1.12K
Teledyne Technologies Incorporated
TDY
Shares Held
8
Value
$4.69K