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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 6 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CE CELANESE CORP DEL COM Basic Materials 26.0 $1K NEW $42.27 +25.2%
102 UNM UNUM GROUP COM Financial Services 14.0 $1K NEW $77.50 +8.2%
103 ESTC ELASTIC N V ORD SHS Technology 14.0 $1K NEW $75.43 -28.6%
104 TLRY TILRAY BRANDS INC COM Healthcare 114.0 $1K NEW $9.03 -40.1%
105 EPAM EPAM SYS INC COM Technology 5.0 $1K NEW $204.80 -49.6%
106 PPC PILGRIMS PRIDE CORP COM Consumer Defensive 26.0 $1K NEW $39.00 -26.5%
107 STWD STARWOOD PPTY TR INC COM Real Estate 56.0 $1K NEW $18.02 -4.9%
108 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 10.0 $1K NEW $100.70 -4.1%
109 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 20.0 $1K NEW $50.00 -27.4%
110 FIG FIGMA INC CLASS A COM STK Technology 26.0 $972.0 NEW $37.38 -42.2%
111 AUR AURORA INNOVATION INC CLASS A COM Technology 236.0 $906.0 NEW $3.84 +86.8%
112 RIOT RIOT PLATFORMS INC COM Financial Services 71.0 $900.0 NEW $12.68 +86.7%
113 ANF ABERCROMBIE & FITCH CO CL A Consumer Cyclical 7.0 $881.0 NEW $125.86 -39.2%
114 MORN MORNINGSTAR INC COM Financial Services 4.0 $869.0 NEW $217.25 -20.2%
115 MARA MARA HOLDINGS INC COM Financial Services 91.0 $817.0 NEW $8.98 +50.9%
116 FLO FLOWERS FOODS INC COM Consumer Defensive 70.0 $762.0 NEW $10.89 -35.6%
117 GDDY GODADDY INC CL A Technology 6.0 $744.0 NEW $124.00 -26.2%
118 LPLA LPL FINL HLDGS INC COM Financial Services 2.0 $714.0 NEW $357.00 -19.4%
119 EVEREST GROUP LTD COM 2.0 $679.0 NEW $339.50
120 JLL JONES LANG LASALLE INC COM Real Estate 2.0 $673.0 NEW $336.50 -12.9%
Page 6 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%