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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 57 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 NEA NUVEEN AMT FREE QLTY MUN INCME COM Financial Services 240.0 $3K $11.63 -2.8%
1122 QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 28.0 $3K $99.36 -0.9%
1123 ON ON SEMICONDUCTOR CORP COM Technology 51.0 $3K +9.0 +21.4% $54.16 +102.4%
1124 HII HUNTINGTON INGALLS INDS INC COM Industrials 8.0 $3K $340.12 -6.6%
1125 PLMR PALOMAR HLDGS INC COM Financial Services 20.0 $3K $134.75 -14.1%
1126 BBEU JPMORGAN BETABUILDERS EUROPE ETF 36.0 $3K $73.31 +6.1%
1127 FISV FISERV INC COM Technology 39.0 $3K -3.0 -7.1% $67.18 -16.9%
1128 UIVM VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF 41.0 $3K $63.80 +14.4%
1129 DOCS DOXIMITY INC CL A Healthcare 59.0 $3K $44.29 -56.2%
1130 JKS JINKOSOLAR HLDG CO LTD SPONSORED ADR Energy 100.0 $3K $25.81 -13.1%
1131 HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 70.0 $3K -64.0 -47.8% $36.83 -0.9%
1132 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 15.0 $3K $171.27 +122.1%
1133 RJF RAYMOND JAMES FINL INC COM Financial Services 16.0 $3K -3.0 -15.8% $160.56 -5.3%
1134 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 10.0 $3K $256.80 +19.0%
1135 NATL NCR ATLEOS CORPORATION COM SHS Technology 67.0 $3K $38.10 +17.6%
1136 UBS UBS GROUP AG SHS Financial Services 55.0 $3K $46.31 +2.1%
1137 CBRL CRACKER BARREL OLD CTRY STORE COM Consumer Cyclical 100.0 $3K $25.40 +25.2%
1138 TLT ISHARES 20 YEAR TREASURY BOND ETF 29.0 $3K $87.17 -3.4%
1139 ARGX ARGENX SE SPONSORED ADR Healthcare 3.0 $3K $841.00 -2.9%
1140 NTRA NATERA INC COM Healthcare 11.0 $3K $229.09 -11.1%
Page 57 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%