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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 42 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 EXPD EXPEDITORS INTL WASH INC COM Industrials 82.0 $12K +5.0 +6.5% $149.01 +5.5%
822 KBE STATE STREET SPDR S&P BANK ETF 200.0 $12K $60.69 +4.6%
823 CBOE CBOE GLOBAL MKTS INC COM Financial Services 48.0 $12K +2.0 +4.3% $251.00 +40.2%
824 NTAP NETAPP INC COM Technology 112.0 $12K +27.0 +31.8% $107.09 +15.7%
825 LECO LINCOLN ELEC HLDGS INC COM Industrials 50.0 $12K $239.64 +8.5%
826 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 263.0 $12K -15.0 -5.4% $45.53 +10.3%
827 CSGP COSTAR GROUP INC COM Real Estate 176.0 $12K -23.0 -11.6% $67.24 -49.5%
828 MRNA MODERNA INC COM Healthcare 400.0 $12K -38.0 -8.7% $29.49 +60.3%
829 MGA MAGNA INTL INC COM Consumer Cyclical 221.0 $12K $53.30 +18.4%
830 PULS PGIM ULTRA SHORT BOND ETF 237.0 $12K $49.59 +0.2%
831 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 117.0 $12K $100.34 +0.3%
832 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 202.0 $12K NEW $58.09 +3.5%
833 SHLS SHOALS TECHNOLOGIES GROUP INC CL A Energy 1,376.0 $12K $8.50 +13.9%
834 BWXT BWX TECHNOLOGIES INC COM Industrials 67.0 $12K -12.0 -15.2% $172.84 +17.2%
835 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 112.0 $12K -29K -99.6% $102.96 -3.3%
836 MTZ MASTEC INC COM Industrials 53.0 $12K NEW $217.38 +78.8%
837 XRAY DENTSPLY SIRONA INC COM Healthcare 1,000.0 $11K NEW $11.43 -13.9%
838 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 315.0 $11K $36.23 +9.4%
839 CRL CHARLES RIV LABS INTL INC COM Healthcare 57.0 $11K +46.0 +418.2% $199.47 -20.4%
840 CPRT COPART INC COM Industrials 289.0 $11K +18.0 +6.6% $39.15 -12.1%
Page 42 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%