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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 5 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TRGP TARGA RES CORP COM Energy 16.0 $3K NEW $184.50 +46.7%
82 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 134.0 $2K NEW $15.85 +2.6%
83 AKAM AKAMAI TECHNOLOGIES INC COM Technology 21.0 $2K NEW $87.24 +67.6%
84 FCN FTI CONSULTING INC COM Industrials 9.0 $2K NEW $170.78 -10.3%
85 GAMESTOP CORP NEW WT EXP 103026 500.0 $2K NEW $3.01
86 CNA CNA FINL CORP COM Financial Services 31.0 $1K NEW $47.74 -7.1%
87 EXPO EXPONENT INC COM Industrials 21.0 $1K NEW $69.48 -17.9%
88 KBR KBR INC COM Industrials 36.0 $1K NEW $40.19 -20.1%
89 NYT NEW YORK TIMES CO CL A Communication Services 20.0 $1K NEW $69.40 +7.0%
90 CWAN CLEARWATER ANALYTICS HLDGS INC CL A Technology 54.0 $1K NEW $24.11 +1.0%
91 INSP INSPIRE MED SYS INC COM Healthcare 14.0 $1K NEW $92.21 -51.5%
92 CSL CARLISLE COS INC COM Industrials 4.0 $1K NEW $319.75 +3.9%
93 GEN GEN DIGITAL INC COM Technology 47.0 $1K NEW $27.19 -8.6%
94 GGB GERDAU SA SPON ADR REP PFD Basic Materials 344.0 $1K NEW $3.69 +27.4%
95 RGA REINSURANCE GRP OF AMERICA INC COM NEW Financial Services 6.0 $1K NEW $203.50 +5.2%
96 LNTH LANTHEUS HLDGS INC COM Healthcare 18.0 $1K NEW $66.56 +41.9%
97 DAR DARLING INGREDIENTS INC COM Consumer Defensive 32.0 $1K NEW $36.00 +60.7%
98 ERIE ERIE INDTY CO CL A Financial Services 4.0 $1K NEW $286.75 -21.6%
99 MAA MID-AMER APT CMNTYS INC COM Real Estate 8.0 $1K NEW $138.88 -6.4%
100 KVYO KLAVIYO INC COM SER A Technology 34.0 $1K NEW $32.47 -54.1%
Page 5 of 9  ·  172 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%