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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 16 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MEDP MEDPACE HLDGS INC COM Healthcare 2.0 $1K -1.0 -33.3% $561.50 -23.4%
302 DGX QUEST DIAGNOSTICS INC COM Healthcare 6.0 $1K -6.0 -50.0% $186.17 +4.1%
303 CW CURTISS WRIGHT CORP COM Industrials 2.0 $1K -1.0 -33.3% $551.50 +31.8%
304 BHP BHP GROUP LTD SPONSORED ADS Basic Materials 18.0 $1K -185.0 -91.1% $60.39 +40.7%
305 OLED UNIVERSAL DISPLAY CORP COM Technology 9.0 $1K -5.0 -35.7% $116.78 -21.6%
306 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 100.0 $1K -35.0 -25.9% $10.44 -6.1%
307 GRMN GARMIN LTD SHS Technology 5.0 $1K -1.0 -16.7% $202.80 +18.2%
308 CLSK CLEANSPARK INC COM NEW Technology 100.0 $1K -100.0 -50.0% $10.12 +55.7%
309 SAIA SAIA INC COM Industrials 3.0 $980.0 -2.0 -40.0% $326.67 +42.8%
310 UTHR UNITED THERAPEUTICS CORP DEL COM Healthcare 2.0 $975.0 -2.0 -50.0% $487.50 +15.7%
311 BMNR BITMINE IMMERSION TECNOLOGIES COM NEW Financial Services 32.0 $869.0 -2K -97.9% $27.16 -27.8%
312 LEN LENNAR CORP CL A Consumer Cyclical 8.0 $822.0 -60K -100.0% $102.75 -13.5%
313 ACI ALBERTSONS COS INC COMMON STOCK Consumer Defensive 45.0 $773.0 -24.0 -34.8% $17.18 -5.3%
314 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 37.0 $753.0 -940.0 -96.2% $20.35 -9.9%
315 PINS PINTEREST INC CL A Communication Services 29.0 $751.0 -198.0 -87.2% $25.90 -27.4%
316 STLD STEEL DYNAMICS INC COM Basic Materials 4.0 $707.0 -8.0 -66.7% $176.75 +29.2%
317 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 15.0 $686.0 -10.0 -40.0% $45.73 -35.1%
318 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 14.0 $685.0 -17.0 -54.8% $48.93 -2.2%
319 FLUTTER ENTMT PLC SHS 3.0 $645.0 -2.0 -40.0% $215.00
320 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 16.0 $584.0 -14.0 -46.7% $36.50 +3.2%
Page 16 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%