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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 58 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 THOMSON REUTERS CORP COM 19.0 $3K $131.89
1142 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 56.0 $3K +28.0 +100.0% $44.71 +32.2%
1143 BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 44.0 $2K $56.30 +9.9%
1144 SKYY FIRST TRUST CLOUD COMPUTING ETF 19.0 $2K $130.16 -0.3%
1145 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 27.0 $2K $91.41 +13.1%
1146 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 36.0 $2K +8.0 +28.6% $67.39 +11.7%
1147 VST VISTRA CORP COM Utilities 15.0 $2K -15.0 -50.0% $161.33 -10.7%
1148 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 18.0 $2K -96.0 -84.2% $132.94 -6.8%
1149 AMKR AMKOR TECHNOLOGY INC COM Technology 60.0 $2K -24.0 -28.6% $39.48 +66.9%
1150 PPG PPG INDS INC COM Basic Materials 23.0 $2K -159.0 -87.4% $102.48 +1.9%
1151 NPO ENPRO INC COM Industrials 11.0 $2K $214.09 +41.5%
1152 ESE ESCO TECHNOLOGIES INC COM Technology 12.0 $2K $195.42 +50.1%
1153 TER TERADYNE INC COM Technology 12.0 $2K -2.0 -14.3% $193.58 +77.9%
1154 HUM HUMANA INC COM Healthcare 9.0 $2K -4.0 -30.8% $256.11 +18.6%
1155 CNH INDL N V SHS 249.0 $2K -70.0 -21.9% $9.22
1156 IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT Industrials 303.0 $2K +18.0 +6.3% $7.56 -0.4%
1157 STE STERIS PLC SHS USD Healthcare 9.0 $2K $253.56 -14.8%
1158 BLKB BLACKBAUD INC COM Technology 36.0 $2K $63.33 -53.2%
1159 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 150.0 $2K +1.0 +0.7% $15.05 -33.3%
1160 HWM HOWMET AEROSPACE INC COM Industrials 11.0 $2K -25.0 -69.4% $205.00 +26.8%
Page 58 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%