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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 21 of 22  ·  430 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 28.0 $1K +14.0 +100.0% $45.68 +9.5%
402 COKE COCA COLA CONS INC COM Consumer Defensive 8.0 $1K +4.0 +100.0% $153.25 +15.1%
403 INSM INSMED INC COM PAR USD.01 Healthcare 7.0 $1K +3.0 +75.0% $174.00 -37.1%
404 BLCO BAUSCH PLUS LOMB CORP COMMON SHARES Healthcare 68.0 $1K +32.0 +88.9% $17.07 -5.4%
405 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 12.0 $1K +7.0 +140.0% $95.25 +17.0%
406 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 7.0 $1K +3.0 +75.0% $160.71 +10.8%
407 STANDARDAERO INC COM 38.0 $1K +19.0 +100.0% $28.68
408 NTNX NUTANIX INC CL A Technology 21.0 $1K +14.0 +200.0% $51.67 -13.5%
409 TTEK TETRA TECH INC NEW COM Industrials 32.0 $1K +16.0 +100.0% $33.53 -18.2%
410 DXCM DEXCOM INC COM Healthcare 16.0 $1K +9.0 +128.6% $66.38 +8.3%
411 KD KYNDRYL HLDGS INC COMMON STOCK Technology 39.0 $1K +13.0 +50.0% $26.56 -54.6%
412 CVLT COMMVAULT SYS INC COM Technology 8.0 $1K +5.0 +166.7% $125.38 -15.5%
413 NRG NRG ENERGY INC COM NEW Utilities 6.0 $998.0 +3.0 +100.0% $166.33 -17.7%
414 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 5.0 $990.0 +2.0 +66.7% $198.00 +12.0%
415 KSCP KNIGHTSCOPE INC CL A NEW Industrials 264.0 $979.0 +170.0 +180.8% $3.71 -22.3%
416 S SENTINELONE INC CL A Technology 64.0 $960.0 +5.0 +8.5% $15.00 +19.8%
417 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 12.0 $956.0 +8.0 +200.0% $79.67 +11.0%
418 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 12.0 $952.0 +8.0 +200.0% $79.33 +44.8%
419 COOPER COS INC COM 9.0 $738.0 +7.0 +350.0% $82.00
420 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 10.0 $681.0 +1.0 +11.1% $68.10 -31.0%
Page 21 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%