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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 14 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AVY AVERY DENNISON CORP COM Industrials 16.0 $3K -3.0 -15.8% $181.88 -12.6%
262 HLN HALEON PLC SPON ADS Healthcare 286.0 $3K -322.0 -53.0% $10.11 -7.8%
263 RBRK RUBRIK INC. CL A Technology 37.0 $3K -275.0 -88.1% $76.49 -12.5%
264 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 60.0 $3K -4K -98.4% $47.08 -1.2%
265 FISV FISERV INC COM Technology 39.0 $3K -3.0 -7.1% $67.18 -16.9%
266 HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 70.0 $3K -64.0 -47.8% $36.83 -0.9%
267 RJF RAYMOND JAMES FINL INC COM Financial Services 16.0 $3K -3.0 -15.8% $160.56 -5.3%
268 VST VISTRA CORP COM Utilities 15.0 $2K -15.0 -50.0% $161.33 -10.7%
269 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 18.0 $2K -96.0 -84.2% $132.94 -6.8%
270 AMKR AMKOR TECHNOLOGY INC COM Technology 60.0 $2K -24.0 -28.6% $39.48 +66.9%
271 PPG PPG INDS INC COM Basic Materials 23.0 $2K -159.0 -87.4% $102.48 +1.9%
272 TER TERADYNE INC COM Technology 12.0 $2K -2.0 -14.3% $193.58 +77.9%
273 HUM HUMANA INC COM Healthcare 9.0 $2K -4.0 -30.8% $256.11 +18.6%
274 CNH INDL N V SHS 249.0 $2K -70.0 -21.9% $9.22
275 HWM HOWMET AEROSPACE INC COM Industrials 11.0 $2K -25.0 -69.4% $205.00 +26.8%
276 AIN ALBANY INTL CORP CL A Consumer Cyclical 44.0 $2K -4.0 -8.3% $50.70 +20.2%
277 CARR CARRIER GLOBAL CORPORATION COM Industrials 42.0 $2K -18.0 -30.0% $52.83 +17.7%
278 CMC COMMERCIAL METALS CO COM Basic Materials 32.0 $2K -10.0 -23.8% $68.75 +2.8%
279 RDDT REDDIT INC CL A Communication Services 9.0 $2K -12.0 -57.1% $229.89 -36.2%
280 GTLS CHART INDS INC COM Industrials 10.0 $2K -3.0 -23.1% $206.20 +1.0%
Page 14 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%