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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 11 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSN TYSON FOODS INC CL A Consumer Defensive 213.0 $12K 0.00% -97.0 -31.3% $58.68 +13.4%
202 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 263.0 $12K -15.0 -5.4% $45.53 +10.3%
203 CSGP COSTAR GROUP INC COM Real Estate 176.0 $12K -23.0 -11.6% $67.24 -49.5%
204 MRNA MODERNA INC COM Healthcare 400.0 $12K -38.0 -8.7% $29.49 +60.3%
205 BWXT BWX TECHNOLOGIES INC COM Industrials 67.0 $12K -12.0 -15.2% $172.84 +17.2%
206 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 112.0 $12K -29K -99.6% $102.96 -3.3%
207 HLI HOULIHAN LOKEY INC CL A Financial Services 64.0 $11K -8.0 -11.1% $174.19 -13.0%
208 KVUE KENVUE INC COM Consumer Defensive 631.0 $11K -237.0 -27.3% $17.24 +1.3%
209 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 177.0 $11K -607.0 -77.4% $60.81 +9.4%
210 NTRS NORTHERN TR CORP COM Financial Services 78.0 $11K -4.0 -4.9% $136.59 +22.3%
211 MRVL MARVELL TECHNOLOGY INC COM Technology 115.0 $10K -395.0 -77.5% $85.20 +123.8%
212 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 358.0 $9K -23.0 -6.0% $26.47 -3.2%
213 FDX FEDEX CORP COM Industrials 32.0 $9K -54.0 -62.8% $288.88 +34.6%
214 EQIX EQUINIX INC COM Real Estate 12.0 $9K -3.0 -20.0% $766.17 +40.8%
215 RKLB ROCKET LAB CORP COM Industrials 130.0 $9K -190.0 -59.4% $69.76 +92.5%
216 PGR PROGRESSIVE CORP COM Financial Services 37.0 $8K -3.0 -7.5% $227.73 -11.0%
217 MGY MAGNOLIA OIL & GAS CORP CL A Energy 364.0 $8K -14.0 -3.7% $21.89 +33.6%
218 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 150.0 $8K -500.0 -76.9% $52.44 -4.8%
219 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 150.0 $8K -17.0 -10.2% $51.77 -1.6%
220 EL LAUDER ESTEE COS INC CL A Consumer Defensive 72.0 $8K -1.0 -1.4% $104.72 -24.6%
Page 11 of 18  ·  344 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%