Stock Taper

BOGART WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rivian Automotive, Inc.RIVN1.37K$23.8K
Shoals Technologies Group, Inc.SHLS1.38K$13.62K
H&R Block, Inc.HRB1.4K$53.12K
Sable Offshore Corp.SOC1.41K$4.34K
Freeport-McMoRan Inc.FCX1.41K$88.67K
3M CompanyMMM1.43K$231.1K
Kimberly-Clark CorporationKMB1.44K$158.55K
Exelon CorporationEXC1.45K$67.7K
Newmont CorporationNEM1.47K$136.95K
TMC the metals company inc.TMC1.49K$6.6K
The Western Union CompanyWU1.5K$11.55K
Grab Holdings LimitedGRAB1.5K$5.66K
CAVA Group, Inc.CAVA1.51K$118.19K
The Carlyle Group Inc.CG1.59K$66.84K
Jack Henry & Associates, Inc.JKHY1.59K$218.59K
UWM Holdings CorporationUWMC1.59K$3.64K
Mondelez International, Inc.MDLZ1.59K$92.11K
Upstart Holdings, Inc.UPST1.61K$57.04K
Black Stone Minerals, L.P.BSM1.62K$22.67K
Yum! Brands, Inc.YUM1.64K$261.55K