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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 6 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ASTRAZENECA PLC SPONSORED ADR 1,123.0 $103K 0.00% -126.0 -10.1% $91.93
102 IVE ISHARES S&P 500 VALUE ETF 470.0 $100K 0.00% -493.0 -51.2% $212.07 +6.6%
103 INTC INTEL CORP COM Technology 2,644.0 $98K 0.00% -249.0 -8.6% $36.90 +221.1%
104 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 1,227.0 $97K 0.00% -79.0 -6.0% $78.67 +17.0%
105 CCJ CAMECO CORP COM Energy 1,020.0 $93K 0.00% -663.0 -39.4% $91.49 +15.1%
106 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 1,883.0 $90K 0.00% -178.0 -8.6% $47.75 -4.6%
107 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 567.0 $83K 0.00% -45.0 -7.3% $146.58 -10.3%
108 OKE ONEOK INC NEW COM Energy 1,094.0 $80K 0.00% -3K -73.2% $73.50 +26.0%
109 VPU VANGUARD UTILITIES ETF 419.0 $78K 0.00% -29.0 -6.5% $185.01 +5.4%
110 HON HONEYWELL INTL INC COM Industrials 392.0 $77K 0.00% -5.0 -1.3% $195.33 +14.6%
111 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 1,405.0 $76K 0.00% -122K -98.9% $53.81 +14.3%
112 SYY SYSCO CORP COM Consumer Defensive 1,001.0 $74K 0.00% -51.0 -4.8% $73.72 +2.4%
113 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 409.0 $73K 0.00% -3.0 -0.7% $178.59 +0.9%
114 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 465.0 $73K 0.00% -71.0 -13.2% $156.80 +32.5%
115 SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 1,642.0 $71K 0.00% -6K -77.3% $43.24 +9.2%
116 CAVA CAVA GROUP INC COM Consumer Cyclical 1,209.0 $71K 0.00% -606.0 -33.4% $58.69 +38.5%
117 CASY CASEYS GEN STORES INC COM Consumer Cyclical 126.0 $70K 0.00% -1.0 -0.8% $552.71 +49.2%
118 ISHARES IBONDS DEC 2026 TERM TREASURY ETF 2,976.0 $68K 0.00% -268.0 -8.3% $22.88
119 WAT WATERS CORP COM Healthcare 157.0 $60K 0.00% -2.0 -1.3% $379.83 -10.1%
120 TRV TRAVELERS COMPANIES INC COM Financial Services 204.0 $59K 0.00% -8.0 -3.8% $290.06 +5.8%
Page 6 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%