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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 53 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 211.0 $4K $20.00 +35.3%
1042 DDOG DATADOG INC CL A COM Technology 31.0 $4K -4.0 -11.4% $136.00 +60.3%
1043 HQY HEALTHEQUITY INC COM Healthcare 46.0 $4K $91.61 -5.7%
1044 LIBERTY GLOBAL LTD COM CL A 378.0 $4K $11.14
1045 NXDR NEXTDOOR HOLDINGS INC COM CL A Communication Services 2,000.0 $4K NEW $2.10 -3.8%
1046 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 55.0 $4K NEW $75.44 +0.2%
1047 PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR Energy 350.0 $4K $11.85 +69.0%
1048 HLLY HOLLEY INC COM Consumer Cyclical 1,000.0 $4K -1K -50.0% $4.13 -40.9%
1049 FAF FIRST AMERN FINL CORP COM Financial Services 67.0 $4K +8.0 +13.6% $61.43 +10.4%
1050 AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 44.0 $4K $93.11 +22.7%
1051 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 20.0 $4K +2.0 +11.1% $203.20 +66.1%
1052 SKT TANGER INC COM Real Estate 122.0 $4K $33.24 +7.2%
1053 HUBS HUBSPOT INC COM Technology 10.0 $4K -15.0 -60.0% $401.30 -50.6%
1054 APG API GROUP CORP COM STK Industrials 104.0 $4K +13.0 +14.3% $38.26 +8.5%
1055 BLV VANGUARD LONG-TERM BOND ETF 56.0 $4K $69.52 -2.7%
1056 BMI BADGER METER INC COM Technology 22.0 $4K $174.41 -31.1%
1057 VRSK VERISK ANALYTICS INC COM Industrials 17.0 $4K -4.0 -19.1% $223.76 -23.7%
1058 BROS DUTCH BROS INC CL A Consumer Cyclical 62.0 $4K +12.0 +24.0% $61.23 -12.7%
1059 IFRA ISHARES U.S. INFRASTRUCTURE ETF 70.0 $4K $52.61 +15.0%
1060 MKSI MKS INC. COM Technology 23.0 $4K $159.78 +96.0%
Page 53 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%