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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 52 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SYM SYMBOTIC INC CLASS A COM Industrials 76.0 $5K $59.50 -16.0%
1022 GGG GRACO INC COM Industrials 55.0 $5K +12.0 +27.9% $81.96 -8.1%
1023 GMAB GENMAB A/S SPONSORED ADS Healthcare 146.0 $4K $30.80 -12.2%
1024 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 50.0 $4K +1.0 +2.0% $89.92 +5.2%
1025 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 54.0 $4K +40.0 +285.7% $83.00 -37.0%
1026 RLI RLI CORP COM Financial Services 70.0 $4K +8.0 +12.9% $63.99 -17.7%
1027 CINF CINCINNATI FINL CORP COM Financial Services 27.0 $4K +4.0 +17.4% $165.07 +2.0%
1028 COHR COHERENT CORP COM Technology 24.0 $4K $184.58 +104.8%
1029 CHWY CHEWY INC CL A Consumer Cyclical 131.0 $4K $33.05 -39.7%
1030 JD JD.COM INC SPON ADS CL A Consumer Cyclical 150.0 $4K -195.0 -56.5% $28.70 +9.7%
1031 BKR BAKER HUGHES COMPANY CL A Energy 94.0 $4K +4.0 +4.4% $45.69 +44.0%
1032 PCT PURECYCLE TECHNOLOGIES INC COM Industrials 500.0 $4K $8.59 +31.9%
1033 RBLX ROBLOX CORP CL A Technology 53.0 $4K +3.0 +6.0% $81.04 -43.5%
1034 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 153.0 $4K -1K -88.5% $28.06 -27.5%
1035 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 60.0 $4K -16.0 -21.1% $71.42 +3.2%
1036 IYT ISHARES US TRANSPORTATION ETF 57.0 $4K $75.16 +8.3%
1037 IHE ISHARES U.S. PHARMACEUTICALS ETF 50.0 $4K NEW $85.42 +5.9%
1038 KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 45.0 $4K $94.71 +13.1%
1039 MLI MUELLER INDS INC COM Industrials 37.0 $4K $114.81 +16.3%
1040 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 91.0 $4K $46.54 -1.5%
Page 52 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%