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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 47 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 ALGN ALIGN TECHNOLOGY INC COM Healthcare 47.0 $7K -3.0 -6.0% $156.15 +4.4%
922 ALC ALCON AG ORD SHS Healthcare 93.0 $7K $78.81 -13.8%
923 BHF BRIGHTHOUSE FINL INC COM Financial Services 113.0 $7K -212K -100.0% $64.79 -3.2%
924 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 76.0 $7K $96.28 -1.3%
925 AGZ ISHARES AGENCY BOND ETF 66.0 $7K $110.26 -1.3%
926 MTB M & T BK CORP COM Financial Services 36.0 $7K -4.0 -10.0% $200.50 +5.9%
927 TOL TOLL BROTHERS INC COM Consumer Cyclical 53.0 $7K -165.0 -75.7% $135.23 +0.8%
928 DG DOLLAR GEN CORP NEW COM Consumer Defensive 54.0 $7K $132.20 -20.5%
929 SHW SHERWIN WILLIAMS CO COM Basic Materials 22.0 $7K -4.0 -15.4% $324.18 -5.1%
930 FSLR FIRST SOLAR INC COM Energy 27.0 $7K $261.22 -4.7%
931 NEWSMAX INC COM SHS CLASS B 902.0 $7K $7.73
932 RGLD ROYAL GOLD INC COM Basic Materials 31.0 $7K $222.29 +0.4%
933 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 270.0 $7K -48K -99.4% $25.32 -1.2%
934 LAMR LAMAR ADVERTISING CO NEW CL A Real Estate 54.0 $7K +4.0 +8.0% $126.57 +20.6%
935 IDXX IDEXX LABS INC COM Healthcare 10.0 $7K -1.0 -9.1% $676.50 -18.2%
936 VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 89.0 $7K $75.85 -2.2%
937 HCI HCI GROUP INC COM Financial Services 35.0 $7K $191.69 -17.3%
938 VOTE TCW TRANSFORM 500 ETF 84.0 $7K +1.0 +1.2% $79.76 +9.5%
939 PB PROSPERITY BANCSHARES INC COM Financial Services 97.0 $7K +1.0 +1.0% $68.97 +0.2%
940 WEC WEC ENERGY GROUP INC COM Utilities 63.0 $7K +19.0 +43.2% $105.46 +4.9%
Page 47 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%