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Portfolio (Quarterly) Guide ↗

Bogart Wealth, LLC

· CIK 0001715740
13F Portfolio $2.5B AUM 1,585 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 172 New 430 Added 344 Reduced 116 Exited
Page 10 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LVS LAS VEGAS SANDS CORP COM Consumer Cyclical 831.0 $54K 0.00% +16.0 +2.0% $65.09 -24.0%
182 CBRE CBRE GROUP INC CL A Real Estate 319.0 $51K 0.00% +14.0 +4.6% $160.79 -18.5%
183 BKLN INVESCO SENIOR LOAN ETF 2,373.0 $50K 0.00% +167.0 +7.6% $21.00 -2.4%
184 TROW PRICE T ROWE GROUP INC COM Financial Services 479.0 $49K 0.00% +20.0 +4.4% $102.34 -0.5%
185 SMH VANECK SEMICONDUCTOR ETF 132.0 $48K 0.00% +70.0 +112.9% $360.70 +57.3%
186 PH PARKER-HANNIFIN CORP COM Industrials 53.0 $47K 0.00% +30.0 +130.4% $878.96 -2.2%
187 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 929.0 $46K 0.00% +13.0 +1.4% $49.99 -36.6%
188 CB CHUBB LIMITED COM Financial Services 148.0 $46K 0.00% +2.0 +1.4% $312.12 +5.8%
189 PAYX PAYCHEX INC COM Industrials 400.0 $45K 0.00% +15.0 +3.9% $112.18 -16.0%
190 FCX FREEPORT-MCMORAN INC CL B Basic Materials 871.0 $44K 0.00% +24.0 +2.8% $50.80 +22.7%
191 CTAS CINTAS CORP COM Industrials 235.0 $44K 0.00% +15.0 +6.8% $188.07 -8.4%
192 ZTS ZOETIS INC CL A Healthcare 351.0 $44K 0.00% +114.0 +48.1% $125.82 -36.6%
193 DHR DANAHER CORPORATION COM Healthcare 192.0 $44K 0.00% +68.0 +54.8% $228.93 -24.3%
194 CRWV COREWEAVE INC COM CL A Technology 608.0 $44K 0.00% +403.0 +196.6% $71.61 +50.2%
195 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 395.0 $42K 0.00% +129.0 +48.5% $105.69 -12.5%
196 AGNC AGNC INVT CORP COM Real Estate 3,753.0 $40K 0.00% +51.0 +1.4% $10.72 -4.3%
197 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 485.0 $40K 0.00% +16.0 +3.4% $82.07 -21.6%
198 ONON ON HLDG AG NAMEN AKT A Consumer Cyclical 850.0 $40K 0.00% +400.0 +88.9% $46.48 -15.7%
199 AFRM AFFIRM HLDGS INC COM CL A Technology 521.0 $39K 0.00% +500.0 +2380.9% $74.43 -9.7%
200 ECL ECOLAB INC COM Basic Materials 146.0 $38K 0.00% +2.0 +1.4% $262.93 -4.8%
Page 10 of 22  ·  430 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.2%
Energy 18.4%
Financial Services 15.9%
Healthcare 11.7%
Industrials 8.3%
Communication Services 7.2%
Consumer Defensive 5.5%
Consumer Cyclical 4.7%
Utilities 3.0%
Real Estate 2.9%