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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 64 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 ELF E L F BEAUTY INC COM Consumer Defensive 17.0 $1K -23.0 -57.5% $76.06 -30.2%
1262 INSP INSPIRE MED SYS INC COM Healthcare 14.0 $1K NEW $92.21 -51.5%
1263 CSL CARLISLE COS INC COM Industrials 4.0 $1K NEW $319.75 +3.9%
1264 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 28.0 $1K +14.0 +100.0% $45.68 +9.5%
1265 CAE CAE INC COM Industrials 42.0 $1K $30.43 -11.5%
1266 GEN GEN DIGITAL INC COM Technology 47.0 $1K NEW $27.19 -8.6%
1267 GGB GERDAU SA SPON ADR REP PFD Basic Materials 344.0 $1K NEW $3.69 +27.4%
1268 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 49.0 $1K $25.82 -1.9%
1269 RXO RXO INC COMMON STOCK Industrials 100.0 $1K $12.64 +88.7%
1270 HXL HEXCEL CORP NEW COM Industrials 17.0 $1K -8.0 -32.0% $73.88 +14.7%
1271 BILL BILL HOLDINGS INC COM Technology 23.0 $1K -2.0 -8.0% $54.52 -33.1%
1272 SPSC SPS COMM INC COM Technology 14.0 $1K -25.0 -64.1% $89.14 -39.7%
1273 MBB ISHARES MBS ETF 13.0 $1K -1.0 -7.1% $95.23 -1.4%
1274 COKE COCA COLA CONS INC COM Consumer Defensive 8.0 $1K +4.0 +100.0% $153.25 +15.1%
1275 OTIS OTIS WORLDWIDE CORP COM Industrials 14.0 $1K -7.0 -33.3% $87.36 -18.0%
1276 RGA REINSURANCE GRP OF AMERICA INC COM NEW Financial Services 6.0 $1K NEW $203.50 +5.2%
1277 INSM INSMED INC COM PAR USD.01 Healthcare 7.0 $1K +3.0 +75.0% $174.00 -37.1%
1278 CLNE CLEAN ENERGY FUELS CORP COM Energy 575.0 $1K $2.10 -3.4%
1279 WK WORKIVA INC COM CL A Technology 14.0 $1K $86.29 -43.7%
1280 LNTH LANTHEUS HLDGS INC COM Healthcare 18.0 $1K NEW $66.56 +41.9%
Page 64 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%