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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 16 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IONS IONIS PHARMACEUTICALS INC COM Healthcare 128.0 $10K +10.0 +8.5% $79.11 -4.2%
302 GTLB GITLAB INC CLASS A COM Technology 262.0 $10K +26.0 +11.0% $37.53 -31.7%
303 FNF FIDELITY NATIONAL FINANCIAL IN COM SHS Financial Services 180.0 $10K +3.0 +1.7% $54.56 -9.5%
304 COIN COINBASE GLOBAL INC COM CL A Financial Services 43.0 $10K +34.0 +377.8% $226.14 -14.4%
305 TMC TMC THE METALS COMPANY INC COM Basic Materials 1,489.0 $9K +1K +238.4% $6.17 -17.3%
306 XYL XYLEM INC COM Industrials 66.0 $9K +3.0 +4.8% $136.18 -20.5%
307 CRH PLC ORD 72.0 $9K +1.0 +1.4% $124.81
308 CSX CSX CORP COM Industrials 239.0 $9K +45.0 +23.2% $36.30 +26.4%
309 MANH MANHATTAN ASSOCIATES INC COM Technology 49.0 $8K +3.0 +6.5% $173.31 -22.4%
310 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 94.0 $8K +12.0 +14.6% $90.03 +4.9%
311 SCHH SCHWAB U.S. REIT ETF 394.0 $8K +204.0 +107.4% $20.89 +13.2%
312 USFD US FOODS HLDG CORP COM Consumer Defensive 106.0 $8K +20.0 +23.3% $75.32 +7.7%
313 CI THE CIGNA GROUP COM Healthcare 28.0 $8K +4.0 +16.7% $275.36 +2.4%
314 METCB RAMACO RES INC COM CL B Energy 629.0 $7K +8.0 +1.3% $11.75 -16.8%
315 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 86.0 $7K +26.0 +43.3% $85.55 -8.1%
316 LAMR LAMAR ADVERTISING CO NEW CL A Real Estate 54.0 $7K +4.0 +8.0% $126.57 +20.6%
317 VOTE TCW TRANSFORM 500 ETF 84.0 $7K +1.0 +1.2% $79.76 +9.5%
318 PB PROSPERITY BANCSHARES INC COM Financial Services 97.0 $7K +1.0 +1.0% $68.97 +0.2%
319 WEC WEC ENERGY GROUP INC COM Utilities 63.0 $7K +19.0 +43.2% $105.46 +4.9%
320 DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 63.0 $6K +1.0 +1.6% $96.76 +10.1%
Page 16 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%