Stock Taper

BOGART WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Gates Industrial Corporation plcGTES66$1.85K
Wintrust Financial CorporationWTFC66$10.61K
KBR, Inc.KBR67$2.31K
Twilio Inc.TWLO67$13.82K
Leonardo DRS, Inc.DRS67$2.86K
Advanced Energy Industries, Inc.AEIS67$24.98K
Mueller Water Products, Inc.MWA67$1.73K
NCR Atleos CorporationNATL67$2.91K
Versigent PLCVGNT67$2.81K
Talen Energy CorporationTLN68$26.13K
Houlihan Lokey, Inc.HLI68$9.12K
Redwood Trust, Inc.RWT68$322
Snap-on IncorporatedSNA68$27.27K
Teradata CorporationTDC69$2.39K
Rockwell Automation, Inc.ROK69$34.16K
Moody's CorporationMCO69$31.28K
Elastic N.V.ESTC69$3.93K
Brown-Forman CorporationBF-B69$1.84K
Texas Pacific Land CorporationTPL70$30.64K
AC AVALONBAY CMNTYS INC COMAVB70$13.21K