Position in TOL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,567
+$2,017 QoQ
Shares Held
52
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#716
of 799 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Bogart Wealth, LLC holds $8,469,933 across 13 Residential Construction names. TOL ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
61,459 | $8,432,789 | |
| 2 | TOL |
Toll Brothers, Inc.
This page
|
52 | $8,567 | |
| 3 | DHI |
Horton D R Inc /De/
|
47 | $7,655 | |
| 4 | LEN |
Lennar Corp /New/
|
73 | $6,605 | |
| 5 | MTH |
Meritage Homes CORP
|
53 | $4,444 | |
| 6 | DFH |
Dream Finders Homes, Inc.
|
169 | $2,916 | |
| 7 | LGIH |
LGI Homes, Inc.
|
38 | $2,419 | |
| 8 | 14 | $1,004 |
All Filings in TOL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,567 | 52 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,550 | 48 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,166 | 53 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $30,114 | 218 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $24,880 | 218 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,838 | 150 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,247 | 129 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,732 | 63 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||