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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 8 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ESS ESSEX PPTY TR INC COM Real Estate 2.0 $523.0 NEW $261.50 +4.7%
142 UAMY UNITED STATES ANTIMONY CORP COM Basic Materials 104.0 $522.0 NEW $5.02 +66.0%
143 CCK CROWN HLDGS INC COM Consumer Cyclical 5.0 $515.0 NEW $103.00 -6.3%
144 AMH AMERICAN HOMES 4 RENT CL A Real Estate 16.0 $514.0 NEW $32.12 -0.0%
145 DRS LEONARDO DRS INC COM Industrials 15.0 $511.0 NEW $34.07 +30.8%
146 WEN WENDYS CO COM Consumer Cyclical 61.0 $508.0 NEW $8.33 -6.9%
147 WAL WESTERN ALLIANCE BANCORP COM Financial Services 6.0 $504.0 NEW $84.00 -8.3%
148 NGVC NATURAL GROCERS BY VITAMIN COT COM Consumer Defensive 20.0 $501.0 NEW $25.05 +15.9%
149 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 13.0 $498.0 NEW $38.31 -1.8%
150 NWSA NEWS CORP NEW CL A Communication Services 19.0 $496.0 NEW $26.11 +0.6%
151 CMS CMS ENERGY CORP COM Utilities 7.0 $490.0 NEW $70.00 +5.2%
152 ATR APTARGROUP INC COM Healthcare 4.0 $488.0 NEW $122.00 -5.3%
153 DAYFORCE INC COM 7.0 $484.0 NEW $69.14
154 TRMB TRIMBLE INC COM Technology 6.0 $470.0 NEW $78.33 -28.5%
155 IOT SAMSARA INC COM CL A Technology 13.0 $461.0 NEW $35.46 -15.0%
156 JBL JABIL INC COM Technology 2.0 $456.0 NEW $228.00 +56.3%
157 LIFE360 INC COM 7.0 $449.0 NEW $64.14
158 BUNGE GLOBAL SA COM SHS 5.0 $445.0 NEW $89.00
159 BE BLOOM ENERGY CORP COM CL A Industrials 5.0 $434.0 NEW $86.80 +254.7%
160 GWRS GLOBAL WTR RES INC COM Utilities 50.0 $423.0 NEW $8.46 -17.4%
Page 8 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%