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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 46 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 BTO HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW Financial Services 231.0 $8K $35.08 +3.9%
902 RBC RBC BEARINGS INC COM Industrials 18.0 $8K $448.44 +27.3%
903 USFD US FOODS HLDG CORP COM Consumer Defensive 106.0 $8K +20.0 +23.3% $75.32 +7.7%
904 GOLF ACUSHNET HLDGS CORP COM Consumer Cyclical 100.0 $8K $79.82 +10.7%
905 MGY MAGNOLIA OIL & GAS CORP CL A Energy 364.0 $8K -14.0 -3.7% $21.89 +33.6%
906 RCAT RED CAT HLDGS INC COM Technology 1,000.0 $8K NEW $7.93 +12.7%
907 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 150.0 $8K -500.0 -76.9% $52.44 -4.8%
908 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 150.0 $8K -17.0 -10.2% $51.77 -1.6%
909 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 200.0 $8K $38.64 +37.3%
910 CI THE CIGNA GROUP COM Healthcare 28.0 $8K +4.0 +16.7% $275.36 +2.4%
911 LRNZ TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 160.0 $8K $47.66 +11.7%
912 HEICO CORP NEW CL A 30.0 $8K $252.43
913 ARTY ISHARES FUTURE AI & TECH ETF 157.0 $8K NEW $48.18 +41.4%
914 EL LAUDER ESTEE COS INC CL A Consumer Defensive 72.0 $8K -1.0 -1.4% $104.72 -24.6%
915 GRAB GRAB HOLDINGS LIMITED CLASS A ORD Technology 1,500.0 $7K $4.99 -28.7%
916 HCA HCA HEALTHCARE INC COM Healthcare 16.0 $7K $466.88 -15.9%
917 PPI ASTORIA REAL ASSETS ETF 400.0 $7K $18.62 +16.8%
918 VMC VULCAN MATLS CO COM Basic Materials 26.0 $7K -2.0 -7.1% $285.23 -7.7%
919 METCB RAMACO RES INC COM CL B Energy 629.0 $7K +8.0 +1.3% $11.75 -16.8%
920 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 86.0 $7K +26.0 +43.3% $85.55 -8.1%
Page 46 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%