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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 3 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INCORPORATED CL A Financial Services 21,188.0 $12.1M 0.48% +862.0 +4.2% $570.89 -12.5%
42 PRU PRUDENTIAL FINL INC COM Financial Services 106,434.0 $12.0M 0.48% +3K +2.7% $112.88 -8.6%
43 DUK DUKE ENERGY CORP NEW COM NEW Utilities 101,665.0 $11.9M 0.48% +2K +2.0% $117.21 +6.4%
44 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 13,771.0 $11.9M 0.48% +568.0 +4.3% $862.32 +21.8%
45 AVGO BROADCOM INC COM Technology 34,217.0 $11.8M 0.47% +5K +18.2% $346.10 +19.8%
46 MELI MERCADOLIBRE INC COM Consumer Cyclical 5,825.0 $11.7M 0.47% +307.0 +5.6% $2014.26 -16.7%
47 PFE PFIZER INC COM Healthcare 470,203.0 $11.7M 0.47% -2K -0.5% $24.90 +4.2%
48 KMI KINDER MORGAN INC DEL COM Energy 421,283.0 $11.6M 0.47% +4K +1.0% $27.49 +21.9%
49 PG PROCTER & GAMBLE CO COM Consumer Defensive 80,413.0 $11.5M 0.46% +3K +3.9% $143.31 -0.6%
50 JPM JPMORGAN CHASE & CO. COM Financial Services 35,233.0 $11.4M 0.46% $322.22 -6.0%
51 VZ VERIZON COMMUNICATIONS INC COM Communication Services 275,794.0 $11.2M 0.45% -2K -0.6% $40.73 +17.4%
52 PODD INSULET CORP COM Healthcare 39,499.0 $11.2M 0.45% +5K +15.8% $284.24 -44.9%
53 WMT WALMART INC COM Consumer Defensive 98,076.0 $10.9M 0.44% $111.41 +17.4%
54 LLY ELI LILLY & CO COM Healthcare 10,084.0 $10.8M 0.43% -705.0 -6.5% $1074.72 -3.1%
55 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 10,106.0 $10.8M 0.43% -739.0 -6.8% $1069.86 +48.8%
56 DLR DIGITAL RLTY TR INC COM Real Estate 69,857.0 $10.8M 0.43% +839.0 +1.2% $154.71 +25.6%
57 JNJ JOHNSON & JOHNSON COM Healthcare 51,009.0 $10.6M 0.42% -2K -3.7% $206.95 +12.0%
58 GD GENERAL DYNAMICS CORP COM Industrials 30,623.0 $10.3M 0.41% -267.0 -0.9% $336.66 +0.6%
59 EMR EMERSON ELEC CO COM Industrials 74,049.0 $9.8M 0.39% +538.0 +0.7% $132.72 +1.6%
60 GS GOLDMAN SACHS GROUP INC COM Financial Services 11,053.0 $9.7M 0.39% -204.0 -1.8% $878.97 +12.4%
Page 3 of 80  ·  1,584 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%