Stock Taper

BOGART WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lloyds Banking Group plcLYG281$1.64K
Mitsubishi UFJ Financial Group, Inc.MUFG281$5.59K
Pegasystems Inc.PEGA284$8.51K
OptimizeRx Corp.OPRX285$1.63K
Vertiv Holdings CoVRT286$95.76K
Latham Group, Inc.SWIM289$1.87K
Genuine Parts CompanyGPC291$34.38K
Columbia Banking System, Inc.COLB293$9.39K
Synchrony FinancialSYF294$22.34K
International Paper CompanyIP295$11.24K
Franklin Resources, Inc.BEN296$9.84K
The Clorox CompanyCLX296$28.21K
Camping World Holdings, Inc.CWH296$2.26K
LP LEGGETT & PLATT INC COMLEG298$3.49K
Altimmune, Inc.ALT298$906
Gevo, Inc.GEVO300$450
BETA Technologies, Inc.BETA300$5.03K
Universal CorporationUVV300$15.65K
Valley National BancorpVLY303$4.44K
Sandisk CorporationSNDK305$693.49K