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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 50 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ILMN ILLUMINA INC COM Healthcare 41.0 $5K $131.17 +23.3%
982 PCG PG&E CORP COM Utilities 333.0 $5K $16.07 +5.3%
983 USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF 59.0 $5K $90.61 +19.4%
984 VOD VODAFONE GROUP PLC NEW SPONSORED ADR Communication Services 404.0 $5K $13.21 +16.8%
985 CDNS CADENCE DESIGN SYSTEM INC COM Technology 17.0 $5K +4.0 +30.8% $312.59 +24.4%
986 VNT VONTIER CORPORATION COM Technology 142.0 $5K $37.18 -20.9%
987 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 100.0 $5K -9.0 -8.3% $52.64 -5.0%
988 ZS ZSCALER INC COM Technology 23.0 $5K -2.0 -8.0% $224.91 -43.0%
989 WDAY WORKDAY INC CL A Technology 24.0 $5K +2.0 +9.1% $214.79 -39.7%
990 JOBY JOBY AVIATION INC COMMON STOCK Industrials 388.0 $5K -2K -86.6% $13.20 -29.8%
991 HDB HDFC BANK LTD SPONSORED ADS Financial Services 140.0 $5K $36.54 -33.5%
992 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 19.0 $5K $269.16 -1.4%
993 TDY TELEDYNE TECHNOLOGIES INC COM Technology 10.0 $5K +2.0 +25.0% $510.70 +22.4%
994 UNUSUAL MACHS INC COM SHS 400.0 $5K $12.74
995 BBJP JPMORGAN BETABUILDERS JAPAN ETF 77.0 $5K $65.91 +14.1%
996 FE FIRSTENERGY CORP COM Utilities 113.0 $5K $44.77 +4.8%
997 MDB MONGODB INC CL A Technology 12.0 $5K +3.0 +33.3% $419.67 -16.1%
998 TKO TKO GROUP HOLDINGS INC CL A Communication Services 24.0 $5K -3.0 -11.1% $209.00 +1.1%
999 EWJ ISHARES MSCI JAPAN ETF 62.0 $5K +2.0 +3.3% $80.63 +15.2%
1000 MKTX MARKETAXESS HLDGS INC COM Financial Services 28.0 $5K +4.0 +16.7% $178.29 -32.6%
Page 50 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%