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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 15 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DHI D R HORTON INC COM Consumer Cyclical 14.0 $2K -89.0 -86.4% $144.00 +0.1%
282 TYL TYLER TECHNOLOGIES INC COM Technology 4.0 $2K -1.0 -20.0% $454.00 -30.1%
283 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 21.0 $2K -20.0 -48.8% $86.29 -0.4%
284 CVNA CARVANA CO CL A Consumer Cyclical 4.0 $2K -1.0 -20.0% $422.00 -84.7%
285 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 25.0 $2K -7.0 -21.9% $64.40 +30.2%
286 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 43.0 $2K -1.0 -2.3% $34.93 +132.9%
287 VFC V F CORP COM Consumer Cyclical 80.0 $1K -35.0 -30.4% $18.07 -10.3%
288 SPYI NEOS S&P 500 HIGH INCOME ETF 27.0 $1K -1.0 -3.6% $53.22 +0.1%
289 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 4.0 $1K -3.0 -42.9% $328.50 -22.7%
290 EFX EQUIFAX INC COM Industrials 6.0 $1K -4.0 -40.0% $217.00 -24.8%
291 VLTO VERALTO CORP COM SHS Industrials 13.0 $1K -10.0 -43.5% $99.77 -13.6%
292 ELF E L F BEAUTY INC COM Consumer Defensive 17.0 $1K -23.0 -57.5% $76.06 -30.2%
293 HXL HEXCEL CORP NEW COM Industrials 17.0 $1K -8.0 -32.0% $73.88 +14.7%
294 BILL BILL HOLDINGS INC COM Technology 23.0 $1K -2.0 -8.0% $54.52 -33.1%
295 SPSC SPS COMM INC COM Technology 14.0 $1K -25.0 -64.1% $89.14 -39.7%
296 MBB ISHARES MBS ETF 13.0 $1K -1.0 -7.1% $95.23 -1.4%
297 OTIS OTIS WORLDWIDE CORP COM Industrials 14.0 $1K -7.0 -33.3% $87.36 -18.0%
298 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 2.0 $1K -5.0 -71.4% $580.50 -25.4%
299 CPNG COUPANG INC CL A Consumer Cyclical 49.0 $1K -4.0 -7.5% $23.59 -33.3%
300 EIX EDISON INTL COM Utilities 19.0 $1K -1.0 -5.0% $60.00 +17.2%
Page 15 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%