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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 49 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 BCPC BALCHEM CORP COM Basic Materials 39.0 $6K $153.36 +5.5%
962 WING WINGSTOP INC COM Consumer Cyclical 25.0 $6K +2.0 +8.7% $238.48 -46.3%
963 PCTY PAYLOCITY HLDG CORP COM Technology 39.0 $6K +12.0 +44.4% $152.51 -26.7%
964 PRI PRIMERICA INC COM Financial Services 23.0 $6K $258.35 +8.8%
965 COLB COLUMBIA BKG SYS INC COM Financial Services 212.0 $6K +3.0 +1.4% $27.90 +6.2%
966 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 52.0 $6K $113.71 +12.8%
967 BEN FRANKLIN RESOURCES INC COM Financial Services 245.0 $6K +3.0 +1.2% $23.91 +29.1%
968 ABR ARBOR REALTY TRUST INC COM Real Estate 754.0 $6K $7.76 -23.8%
969 ACGL ARCH CAP GROUP LTD ORD Financial Services 61.0 $6K -2.0 -3.2% $95.92 +0.2%
970 WCN WASTE CONNECTIONS INC COM Industrials 32.0 $6K $175.38 -10.5%
971 CFG CITIZENS FINL GROUP INC COM Financial Services 96.0 $6K -12.0 -11.1% $58.41 +7.5%
972 LYB LYONDELLBASELL INDUSTRIES N V SHS - A - Basic Materials 127.0 $5K -19.0 -13.0% $43.25 +62.0%
973 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 174.0 $5K $31.51 +12.4%
974 BCS BARCLAYS PLC ADR Financial Services 215.0 $5K -400.0 -65.0% $25.45 -5.8%
975 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 50.0 $5K $109.32 +172.8%
976 KENSINGTON HEDGED PREMIUM INCOME ETF 213.0 $5K NEW $25.66
977 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 109.0 $5K $50.01 +0.0%
978 AMP AMERIPRISE FINL INC COM Financial Services 11.0 $5K +6.0 +120.0% $490.36 -8.1%
979 CLH CLEAN HARBORS INC COM Industrials 23.0 $5K +4.0 +21.1% $234.48 +20.5%
980 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 19.0 $5K +2.0 +11.8% $283.32 -23.0%
Page 49 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%