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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 59 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 BROWN FORMAN CORP CL B 86.0 $2K +18.0 +26.5% $26.06
1162 ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS Technology 139.0 $2K $16.10 +102.7%
1163 AIN ALBANY INTL CORP CL A Consumer Cyclical 44.0 $2K -4.0 -8.3% $50.70 +20.2%
1164 AMERICAN COASTAL INS CORP COM 176.0 $2K $12.63
1165 CARR CARRIER GLOBAL CORPORATION COM Industrials 42.0 $2K -18.0 -30.0% $52.83 +17.7%
1166 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 38.0 $2K $58.34 -0.0%
1167 CMC COMMERCIAL METALS CO COM Basic Materials 32.0 $2K -10.0 -23.8% $68.75 +2.8%
1168 TWLO TWILIO INC CL A Communication Services 15.0 $2K +4.0 +36.4% $142.27 +33.1%
1169 JXN JACKSON FINANCIAL INC COM CL A Financial Services 20.0 $2K $106.65 +1.5%
1170 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 134.0 $2K NEW $15.85 +2.6%
1171 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 142.0 $2K +34.0 +31.5% $14.94 -31.7%
1172 NMIH NMI HLDGS INC COM Financial Services 52.0 $2K $40.79 -7.4%
1173 FOXA FOX CORP CL A COM Communication Services 29.0 $2K +19.0 +190.0% $73.07 -12.1%
1174 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 12.0 $2K $176.50 -12.5%
1175 TDC TERADATA CORP DEL COM Technology 69.0 $2K $30.43 +8.8%
1176 RDDT REDDIT INC CL A Communication Services 9.0 $2K -12.0 -57.1% $229.89 -36.2%
1177 GTLS CHART INDS INC COM Industrials 10.0 $2K -3.0 -23.1% $206.20 +1.0%
1178 CWST CASELLA WASTE SYS INC CL A Industrials 21.0 $2K +6.0 +40.0% $97.95 -11.0%
1179 ANGLOGOLD ASHANTI PLC COM SHS 24.0 $2K +14.0 +140.0% $85.29
1180 RHI ROBERT HALF INC. COM Industrials 75.0 $2K +46.0 +158.6% $27.16 -3.4%
Page 59 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%