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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 5 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTU INTUIT COM Technology 11,212.0 $7.4M 0.30% +4K +57.8% $662.42 -53.6%
82 VEEV VEEVA SYS INC CL A COM Healthcare 33,035.0 $7.4M 0.30% +33K +10000.0% $223.23 -26.1%
83 SNPS SYNOPSYS INC COM Technology 15,421.0 $7.2M 0.29% +2K +11.8% $469.72 +6.2%
84 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 27,366.0 $7.0M 0.28% +790.0 +3.0% $257.23 -14.4%
85 VICI VICI PPTYS INC COM Real Estate 248,458.0 $7.0M 0.28% +24K +10.8% $28.12 +1.0%
86 DTE DTE ENERGY CO COM Utilities 54,088.0 $7.0M 0.28% $128.98 +11.5%
87 PHM PULTE GROUP INC COM Consumer Cyclical 57,758.0 $6.8M 0.27% -14K -19.0% $117.26 -0.9%
88 SYK STRYKER CORPORATION COM Healthcare 18,918.0 $6.6M 0.27% +568.0 +3.1% $351.48 -8.5%
89 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 41,307.0 $6.3M 0.25% +13K +47.1% $153.02 +24.8%
90 KLAC KLA CORP COM NEW Technology 4,891.0 $5.9M 0.24% -107.0 -2.1% $1214.99 +51.6%
91 SCHZ SCHWAB US AGGREGATE BOND ETF 249,985.0 $5.8M 0.23% $23.37 -1.6%
92 VTI VANGUARD TOTAL STOCK MARKET ETF 17,158.0 $5.8M 0.23% -341.0 -1.9% $335.27 +8.9%
93 KO COCA COLA CO COM Consumer Defensive 80,923.0 $5.7M 0.23% +15K +23.4% $69.91 +16.1%
94 JAAA JANUS HENDERSON AAA CLO ETF 111,405.0 $5.6M 0.23% -251K -69.2% $50.58 +0.2%
95 AMGN AMGEN INC COM Healthcare 16,789.0 $5.5M 0.22% -310.0 -1.8% $327.32 +3.1%
96 AME AMETEK INC COM Industrials 25,497.0 $5.2M 0.21% $205.31 +8.7%
97 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 8,686.0 $5.0M 0.20% +9K +10000.0% $579.46 -22.0%
98 ADI ANALOG DEVICES INC COM Technology 18,356.0 $5.0M 0.20% -11K -36.4% $271.20 +41.7%
99 VCRB VANGUARD CORE BOND ETF 60,473.0 $4.7M 0.19% +4K +7.6% $77.90 -1.5%
100 RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 60,190.0 $4.5M 0.18% +22K +57.8% $74.78 +6.5%
Page 5 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%