Stock Taper

BOGART WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ambev S.A.ABEV2.66K$8.35K
Bank of MontrealBMO2.67K$472.32K
The Kroger Co.KR2.67K$148.56K
Toast, Inc.TOST2.68K$74.45K
Starbucks CorporationSBUX2.71K$276.38K
Pan American Silver Corp.PAAS2.71K$121.36K
Microvast Holdings, Inc.MVST2.76K$3.23K
Warner Bros. Discovery, Inc.WBD2.77K$73.93K
C3.ai, Inc.AI2.77K$25.23K
The Southern CompanySO2.78K$266.11K
Blackstone Mortgage Trust, Inc.BXMT2.8K$47.49K
Kenvue Inc.KVUE2.96K$56.56K
D-Wave Quantum Inc.QBTS2.98K$71.47K
Blue Owl Capital CorporationOBDC3K$32.61K
Asana, Inc.ASAN3K$21K
Pagaya Technologies Ltd.PGY3K$54.75K
Nextdecade CorpNEXT3K$22.62K
Golub Capital BDC, Inc.GBDC3K$38.64K
Lithium Americas Corp.LAC3K$11.56K
Antero Midstream CorporationAM3.04K$69.21K