Position in SWIM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,869
New position
Shares Held
289
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#119
of 134 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Bogart Wealth, LLC holds $123,873 across 14 Building Products & Equipment names. SWIM ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
85 | $41,748 | |
| 2 | JCI |
Johnson Controls International plc
|
215 | $31,413 | |
| 3 | MAIR |
Madison Air Solutions Corp
|
600 | $23,400 | |
| 4 | CARR |
CARRIER GLOBAL Corp
|
163 | $11,956 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
48 | $4,295 | |
| 6 | OC |
Owens Corning
|
19 | $3,020 | |
| 7 | SWIM |
Latham Group, Inc.
This page
|
289 | $1,869 | |
| 8 | JELD |
JELD-WEN Holding, Inc.
|
1,092 | $1,638 |
All Filings in SWIM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,869 | 289 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||