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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 63 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ICUI ICU MED INC COM Healthcare 10.0 $1K $142.70 -8.0%
1242 KAI KADANT INC COM Industrials 5.0 $1K $285.00 +7.7%
1243 OMF ONEMAIN HLDGS INC COM Financial Services 21.0 $1K $67.57 -20.5%
1244 GTES GATES INDL CORP PLC ORD SHS Industrials 66.0 $1K $21.47 +12.1%
1245 PSTG PURE STORAGE INC CL A Technology 21.0 $1K $67.00 +25.1%
1246 MTCH MATCH GROUP INC NEW COM Communication Services 43.0 $1K +22.0 +104.8% $32.47 +9.8%
1247 IDA IDACORP INC COM Utilities 11.0 $1K $126.55 +11.9%
1248 NYT NEW YORK TIMES CO CL A Communication Services 20.0 $1K NEW $69.40 +7.0%
1249 SITE SITEONE LANDSCAPE SUPPLY INC COM Industrials 11.0 $1K $124.55 -8.5%
1250 MTRN MATERION CORP COM Basic Materials 11.0 $1K $124.36 +69.0%
1251 VYX NCR VOYIX CORPORATION COM Technology 134.0 $1K $10.20 -36.6%
1252 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 27.0 $1K $50.44 +0.3%
1253 JBHT HUNT J B TRANS SVCS INC COM Industrials 7.0 $1K +3.0 +75.0% $194.29 +33.4%
1254 RB GLOBAL INC COM 13.0 $1K $102.85
1255 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 6.0 $1K $222.67 +0.5%
1256 PRF INVESCO RAFI US 1000 ETF 28.0 $1K $46.93 +12.5%
1257 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 4.0 $1K -3.0 -42.9% $328.50 -22.7%
1258 CWAN CLEARWATER ANALYTICS HLDGS INC CL A Technology 54.0 $1K NEW $24.11 +1.0%
1259 EFX EQUIFAX INC COM Industrials 6.0 $1K -4.0 -40.0% $217.00 -24.8%
1260 VLTO VERALTO CORP COM SHS Industrials 13.0 $1K -10.0 -43.5% $99.77 -13.6%
Page 63 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%