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Equibles

Bogart Wealth, LLC

Position in XOS — Xos, Inc.

CIK 1715740 MCLEAN, VA
Back to XOS Full portfolio

Position in XOS

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$3
+$2 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 37 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in XOS Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Bogart Wealth, LLC holds $17,736,802 across 10 Farm & Heavy Construction Machinery names. XOS ranks #10 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PCAR
Paccar Inc
 124,160 $14,914,099
2 CAT
Caterpillar Inc
 2,048 $2,180,915
3 DE
Deere & Co
 982 $622,912
4 TWI
Titan International Inc
 516 $3,978
5 CNH
CNH Industrial N.V.
 348 $3,908
6 MTW
Manitowoc Co Inc
 271 $3,764
7 TEX
Terex Corp
 51 $3,691
8 OSK
Oshkosh Corp
 16 $2,455

All Filings in XOS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3 1
2026-03-31 $1 1