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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 17 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WING WINGSTOP INC COM Consumer Cyclical 25.0 $6K +2.0 +8.7% $238.48 -46.3%
322 PCTY PAYLOCITY HLDG CORP COM Technology 39.0 $6K +12.0 +44.4% $152.51 -26.7%
323 COLB COLUMBIA BKG SYS INC COM Financial Services 212.0 $6K +3.0 +1.4% $27.90 +6.2%
324 BEN FRANKLIN RESOURCES INC COM Financial Services 245.0 $6K +3.0 +1.2% $23.91 +29.1%
325 AMP AMERIPRISE FINL INC COM Financial Services 11.0 $5K +6.0 +120.0% $490.36 -8.1%
326 CLH CLEAN HARBORS INC COM Industrials 23.0 $5K +4.0 +21.1% $234.48 +20.5%
327 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 19.0 $5K +2.0 +11.8% $283.32 -23.0%
328 CDNS CADENCE DESIGN SYSTEM INC COM Technology 17.0 $5K +4.0 +30.8% $312.59 +14.7%
329 WDAY WORKDAY INC CL A Technology 24.0 $5K +2.0 +9.1% $214.79 -41.1%
330 TDY TELEDYNE TECHNOLOGIES INC COM Technology 10.0 $5K +2.0 +25.0% $510.70 +20.3%
331 MDB MONGODB INC CL A Technology 12.0 $5K +3.0 +33.3% $419.67 -24.3%
332 EWJ ISHARES MSCI JAPAN ETF 62.0 $5K +2.0 +3.3% $80.63 +13.3%
333 MKTX MARKETAXESS HLDGS INC COM Financial Services 28.0 $5K +4.0 +16.7% $178.29 -23.6%
334 ED CONSOLIDATED EDISON INC COM Utilities 48.0 $5K +5.0 +11.6% $99.31 +8.1%
335 SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 90.0 $5K +10.0 +12.5% $51.07 +11.6%
336 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 21.0 $5K +10.0 +90.9% $218.71 +2.0%
337 DLB DOLBY LABORATORIES INC COM CL A Technology 71.0 $5K +10.0 +16.4% $64.23 -15.8%
338 GGG GRACO INC COM Industrials 55.0 $5K +12.0 +27.9% $81.96 -8.1%
339 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 50.0 $4K +1.0 +2.0% $89.92 +5.2%
340 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 54.0 $4K +40.0 +285.7% $83.00 -37.0%
Page 17 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%