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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 13 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 175.0 $22K 0.00% +1.0 +0.6% $127.52 +7.7%
242 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 161.0 $22K 0.00% +137.0 +570.8% $137.96 +9.6%
243 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 235.0 $22K 0.00% +32.0 +15.8% $94.16 +2.0%
244 BDX BECTON DICKINSON & CO COM Healthcare 113.0 $22K 0.00% +5.0 +4.6% $194.07 -24.6%
245 RITM RITHM CAPITAL CORP COM NEW Real Estate 1,976.0 $22K 0.00% +63.0 +3.3% $10.90 -14.9%
246 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 4.0 $21K 0.00% +2.0 +100.0% $5355.25 -97.0%
247 KIM KIMCO RLTY CORP COM Real Estate 1,024.0 $21K 0.00% +24.0 +2.4% $20.27 +18.7%
248 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 149.0 $21K 0.00% +29.0 +24.2% $137.80 -1.3%
249 SONY SONY GROUP CORP SPONSORED ADR Technology 800.0 $20K 0.00% +89.0 +12.5% $25.60 -10.9%
250 TTAN SERVICETITAN INC SHS CL A Technology 192.0 $20K 0.00% +105.0 +120.7% $106.50 -41.1%
251 APH AMPHENOL CORP NEW CL A Technology 151.0 $20K 0.00% +17.0 +12.7% $135.14 -7.6%
252 EEM ISHARES MSCI EMERGING MARKETS ETF 365.0 $20K 0.00% +15.0 +4.3% $54.78 +20.5%
253 CTBI COMMUNITY TR BANCORP INC COM Financial Services 353.0 $20K 0.00% +3.0 +0.9% $56.48 +18.6%
254 LITE LUMENTUM HLDGS INC COM Technology 54.0 $20K 0.00% +52.0 +2600.0% $368.59 +161.7%
255 SCCO SOUTHERN COPPER CORP COM Basic Materials 132.0 $19K 0.00% +9.0 +7.3% $143.63 +21.2%
256 UDR UDR INC COM Real Estate 515.0 $19K 0.00% +15.0 +3.0% $36.68 +3.1%
257 PPL PPL CORP COM Utilities 538.0 $19K 0.00% +89.0 +19.8% $35.04 +1.2%
258 NDAQ NASDAQ INC COM Financial Services 192.0 $19K 0.00% +2.0 +1.1% $96.97 -6.8%
259 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 204.0 $19K 0.00% +2.0 +1.0% $91.21 +1.2%
260 RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 631.0 $18K 0.00% +5.0 +0.8% $29.02 +2.9%
Page 13 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%