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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 37 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SNY SANOFI SA SPONSORED ADR Healthcare 356.0 $17K 0.00% -20.0 -5.3% $48.46 -7.8%
722 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 616.0 $17K 0.00% $27.87 -28.1%
723 TECHNIPFMC PLC COM 384.0 $17K 0.00% $44.56
724 AZO AUTOZONE INC COM Consumer Cyclical 5.0 $17K 0.00% $3391.60 +1.4%
725 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 342.0 $17K 0.00% NEW $48.58 +73.9%
726 CMB.TECH NV SHS 1,710.0 $17K 0.00% $9.65
727 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 658.0 $16K 0.00% $24.94 -0.1%
728 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 944.0 $16K 0.00% +498.0 +111.7% $17.35 -8.6%
729 SANDISK CORP COM 68.0 $16K 0.00% +4.0 +6.2% $237.38
730 EQT EQT CORP COM Energy 301.0 $16K 0.00% $53.60 +7.7%
731 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 280.0 $16K 0.00% -6.0 -2.1% $57.56 +34.0%
732 IYW ISHARES U.S. TECHNOLOGY ETF 80.0 $16K 0.00% -82.0 -50.6% $199.68 +20.2%
733 TDG TRANSDIGM GROUP INC COM Industrials 12.0 $16K 0.00% $1329.83 -9.9%
734 CORPAY INC COM SHS 53.0 $16K 0.00% $300.92
735 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 385.0 $16K 0.00% -161.0 -29.5% $41.36 +9.7%
736 FIX COMFORT SYS USA INC COM Industrials 17.0 $16K 0.00% +10.0 +142.9% $933.29 +96.5%
737 UVV UNIVERSAL CORP VA COM Consumer Defensive 300.0 $16K 0.00% $52.75 +3.9%
738 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 459.0 $16K 0.00% +22.0 +5.0% $34.46 -26.3%
739 PSX PHILLIPS 66 COM Energy 122.0 $16K 0.00% $128.94 +39.1%
740 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 205.0 $16K 0.00% -7.0 -3.3% $76.67 +12.6%
Page 37 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%