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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 17 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IX ORIX CORP SPONSORED ADR Financial Services 20.0 $584.0 -100.0 -83.3% $29.20 +34.5%
322 CTRA COTERRA ENERGY INC COM Energy 22.0 $579.0 -2K -98.9% $26.32 +23.7%
323 STRO SUTRO BIOPHARMA INC COM SHS Healthcare 50.0 $579.0 -450.0 -90.0% $11.58 +168.8%
324 ATI ATI INC COM Industrials 5.0 $574.0 -2.0 -28.6% $114.80 +39.7%
325 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 4.0 $567.0 -4.0 -50.0% $141.75 +9.7%
326 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 9.0 $548.0 -17.0 -65.4% $60.89 -20.5%
327 DUOL DUOLINGO INC CL A COM Technology 3.0 $527.0 -1.0 -25.0% $175.67 -39.9%
328 OKTA OKTA INC CL A Technology 6.0 $519.0 -3.0 -33.3% $86.50 +3.4%
329 EXACT SCIENCES CORP COM 5.0 $508.0 -6.0 -54.5% $101.60
330 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 18.0 $481.0 -1.0 -5.3% $26.72 -66.1%
331 BRO BROWN & BROWN INC COM Financial Services 6.0 $478.0 -4.0 -40.0% $79.67 -26.5%
332 PAYC PAYCOM SOFTWARE INC COM Technology 3.0 $478.0 -197.0 -98.5% $159.33 -15.7%
333 IYR ISHARES U.S. REAL ESTATE ETF 5.0 $469.0 -75.0 -93.8% $93.80 +9.3%
334 WSC WILLSCOT HLDGS CORP COM CL A Industrials 24.0 $452.0 -70.0 -74.5% $18.83 +26.2%
335 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 3.0 $432.0 -68.0 -95.8% $144.00 +34.3%
336 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 7.0 $340.0 -6.0 -46.1% $48.57 -28.3%
337 ICICI BANK LIMITED ADR 11.0 $328.0 -103.0 -90.3% $29.82
338 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 3.0 $240.0 -145.0 -98.0% $80.00 +29.1%
339 RXRX RECURSION PHARMACEUTICALS INC CL A Healthcare 38.0 $155.0 -4K -99.1% $4.08 -27.4%
340 TTD THE TRADE DESK INC COM CL A Technology 3.0 $114.0 -51.0 -94.4% $38.00 -44.7%
Page 17 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%