Bogart Wealth, LLC
Top Portfolio Positions
1,339 positions ·
$1,161,407,331 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
1,216,193 | $206,339,304 | 17.77% | |
| AAPL |
Apple Inc.
Technology
|
134,963 | $34,252,259 | 2.95% | |
| NVDA |
Nvidia Corp
Technology
|
169,072 | $29,486,156 | 2.54% | |
| MSFT |
Microsoft Corp
Technology
|
73,118 | $27,066,090 | 2.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
91,384 | $26,278,383 | 2.26% | |
| AVGO |
Broadcom Inc.
Technology
|
70,682 | $21,876,785 | 1.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
86,974 | $18,114,074 | 1.56% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
231,448 | $17,958,050 | 1.55% | |
| IBM |
International Business Machines Corp
Technology
|
71,902 | $17,428,325 | 1.50% | |
| CME |
Cme Group Inc.
Financial Services
|
58,807 | $17,368,647 | 1.50% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ORI
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,197,734 | 205,457 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,141,783 | 200,302 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,746,271 | 205,940 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,117,567 | 211,175 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,192,940 | 208,897 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,473,922 | 206,519 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,389,922 | 208,637 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,531,054 | 211,361 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,814,766 | 286,939 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,443,680 | 287,200 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,249,929 | 343,353 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,782,316 | 348,920 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,736,328 | 349,873 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,839,379 | 324,612 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,438,591 | 307,625 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,758,750 | 257,547 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,350,873 | 206,837 | Shares | Sole | 2022-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||