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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 62 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 BCX BLACKROCK RES & COMMODITIES ST SHS Financial Services 144.0 $2K +3.0 +2.1% $10.98 +9.8%
1222 FTAI AVIATION LTD SHS 8.0 $2K $196.88
1223 IESC IES HLDGS INC COM Industrials 4.0 $2K $389.00 +66.5%
1224 SBAC SBA COMMUNICATIONS CORP NEW CL A Real Estate 8.0 $2K +2.0 +33.3% $193.38 +7.4%
1225 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 33.0 $2K +22.0 +200.0% $46.67 -8.4%
1226 FCN FTI CONSULTING INC COM Industrials 9.0 $2K NEW $170.78 -10.3%
1227 SATS ECHOSTAR CORP CL A Technology 14.0 $2K +5.0 +55.6% $108.71 +30.4%
1228 FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 9.0 $2K $168.33 +16.4%
1229 CAG CONAGRA BRANDS INC COM Consumer Defensive 87.0 $2K +59.0 +210.7% $17.31 -22.7%
1230 GAMESTOP CORP NEW WT EXP 103026 500.0 $2K NEW $3.01
1231 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 43.0 $2K -1.0 -2.3% $34.93 +132.9%
1232 MMSI MERIT MED SYS INC COM Healthcare 17.0 $1K $88.12 -27.8%
1233 FRONTIER COMMUNICATIONS PARENT COM 39.0 $1K +13.0 +50.0% $38.08
1234 CNA CNA FINL CORP COM Financial Services 31.0 $1K NEW $47.74 -7.1%
1235 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 15.0 $1K $97.93 +11.4%
1236 EXPO EXPONENT INC COM Industrials 21.0 $1K NEW $69.48 -17.9%
1237 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 19.0 $1K $76.37 +10.9%
1238 KBR KBR INC COM Industrials 36.0 $1K NEW $40.19 -20.1%
1239 VFC V F CORP COM Consumer Cyclical 80.0 $1K -35.0 -30.4% $18.07 -10.3%
1240 SPYI NEOS S&P 500 HIGH INCOME ETF 27.0 $1K -1.0 -3.6% $53.22 +0.1%
Page 62 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%