Stock Taper

BOGART WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
KKR & Co. Inc.KKR1.81K$166.13K
Lam Research CorporationLRCX1.81K$783.05K
The AES CorporationAES1.78K$26.15K
Carnival Corporation & plcCCL1.72K$49.05K
NIKE, Inc.NKE1.7K$69.57K
Adobe Inc.ADBE1.69K$347.3K
The Boeing CompanyBA1.69K$366.33K
Yum! Brands, Inc.YUM1.64K$261.55K
Black Stone Minerals, L.P.BSM1.62K$22.67K
Upstart Holdings, Inc.UPST1.61K$57.04K
Mondelez International, Inc.MDLZ1.59K$92.11K
UWM Holdings CorporationUWMC1.59K$3.64K
Jack Henry & Associates, Inc.JKHY1.59K$218.59K
The Carlyle Group Inc.CG1.59K$66.84K
CAVA Group, Inc.CAVA1.51K$118.19K
Grab Holdings LimitedGRAB1.5K$5.66K
The Western Union CompanyWU1.5K$11.55K
TMC the metals company inc.TMC1.49K$6.6K
Newmont CorporationNEM1.47K$136.95K
Exelon CorporationEXC1.45K$67.7K