Stock Taper

BOGART WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Klaviyo, Inc.KVYO158$2.39K
Fluor CorporationFLR158$8.28K
V.F. CorporationVFC159$2.65K
Insulet Corp.PODD159$24.21K
Edwards Lifesciences CorporationEW160$14.47K
Amphenol CorporationAPH161$28.39K
US Foods Holding Corp.USFD161$16.46K
Citizens Financial Group, Inc.CFG161$11.28K
Embecta Corp.EMBC161$525
Diamondback Energy, Inc.FANG162$28.48K
Allegro MicroSystems, Inc.ALGM163$11.35K
Arthur J. Gallagher & Co.AJG163$37.52K
Carrier Global CorporationCARR163$11.96K
CNA Financial CorporationCNA164$7.97K
Banco Santander, S.A.SAN167$2.31K
Zimmer Biomet Holdings, Inc.ZBH169$14.55K
Dream Finders Homes, Inc.DFH169$2.92K
Vertex, Inc.VERX170$1.95K
Western Alliance BancorporationWAL171$14.06K
Agenus Inc.AGEN171$523