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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 36 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 UDR UDR INC COM Real Estate 515.0 $19K 0.00% +15.0 +3.0% $36.68 +3.1%
702 PPL PPL CORP COM Utilities 538.0 $19K 0.00% +89.0 +19.8% $35.04 +1.2%
703 NOV NOV INC COM Energy 1,200.0 $19K 0.00% $15.63 +33.5%
704 NDAQ NASDAQ INC COM Financial Services 192.0 $19K 0.00% +2.0 +1.1% $96.97 -6.8%
705 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 204.0 $19K 0.00% +2.0 +1.0% $91.21 +1.2%
706 ARRY ARRAY TECHNOLOGIES INC COM SHS Energy 2,000.0 $18K 0.00% $9.22 -11.1%
707 QXO QXO INC COM NEW Industrials 952.0 $18K 0.00% -373.0 -28.1% $19.29 -10.7%
708 RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 631.0 $18K 0.00% +5.0 +0.8% $29.02 +2.9%
709 MPWR MONOLITHIC PWR SYS INC COM Technology 20.0 $18K 0.00% +1.0 +5.3% $906.35 +72.3%
710 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 126.0 $18K 0.00% $142.50 +16.5%
711 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 86.0 $18K 0.00% +32.0 +59.3% $207.81 -39.0%
712 CNP CENTERPOINT ENERGY INC COM Utilities 466.0 $18K 0.00% +26.0 +5.9% $38.34 +10.8%
713 TIGR UP FINTECH HLDG LTD SPONSORED ADS Financial Services 1,868.0 $18K 0.00% $9.56 -38.4%
714 URNM SPROTT URANIUM MINERS ETF 325.0 $18K 0.00% $54.89 +5.8%
715 NNN NNN REIT INC COM Real Estate 447.0 $18K 0.00% $39.63 +13.5%
716 JCI JOHNSON CTLS INTL PLC SHS Industrials 147.0 $18K 0.00% +9.0 +6.5% $119.75 +13.1%
717 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 435.0 $18K 0.00% +400.0 +1142.9% $40.35 +10.3%
718 FAST FASTENAL CO COM Industrials 434.0 $17K 0.00% +30.0 +7.4% $40.13 +8.5%
719 LEIDOS HOLDINGS INC COM 96.0 $17K 0.00% $181.09
720 ESLT ELBIT SYS LTD ORD Industrials 30.0 $17K 0.00% $577.70 +32.2%
Page 36 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%