Stock Taper

BOGART WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-B2K$1M
Dell Technologies Inc.DELL2.01K$866.37K
Ventas, Inc.VTR2.01K$178.65K
Caterpillar Inc.CAT2.05K$2.18M
Lowe's Companies, Inc.LOW2.08K$458.56K
Healthpeak Properties, Inc.DOC2.12K$45.39K
The Walt Disney CompanyDIS2.13K$205.1K
Haleon plcHLN2.23K$20.85K
Roper Technologies, Inc.ROP2.24K$759.36K
GSK plcGSK2.25K$117.79K
Corteva, Inc.CTVA2.25K$190.48K
Rigetti Computing, Inc.RGTI2.25K$43.47K
HP Inc.HPQ2.32K$50.89K
Microchip Technology IncorporatedMCHP2.33K$212.25K
RTX CorporationRTX2.33K$442.84K
Bristol-Myers Squibb CompanyBMY2.34K$135.04K
Corning IncGLW2.38K$607.41K
Eaton Corporation plcETN2.38K$1.02M
One Liberty Properties, Inc.OLP2.44K$59.63K
Hims & Hers Health, Inc.HIMS2.55K$88.3K