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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 70 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 STLD STEEL DYNAMICS INC COM Basic Materials 4.0 $707.0 -8.0 -66.7% $176.75 +29.2%
1382 VKTX VIKING THERAPEUTICS INC COM Healthcare 20.0 $704.0 $35.20 -16.4%
1383 OGN ORGANON & CO COMMON STOCK Healthcare 98.0 $703.0 $7.17 +87.1%
1384 NXT NEXTPOWER INC CLASS A COM Technology 8.0 $697.0 $87.12 +38.9%
1385 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 31.0 $695.0 $22.42 -28.0%
1386 POOL POOL CORP COM Industrials 3.0 $692.0 $230.67 -21.2%
1387 PCVX VAXCYTE INC COM Healthcare 15.0 $692.0 $46.13 +2.7%
1388 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 15.0 $686.0 -10.0 -40.0% $45.73 -35.1%
1389 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 14.0 $685.0 -17.0 -54.8% $48.93 -2.2%
1390 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 10.0 $681.0 +1.0 +11.1% $68.10 -31.0%
1391 EVEREST GROUP LTD COM 2.0 $679.0 NEW $339.50
1392 OC OWENS CORNING NEW COM Industrials 6.0 $678.0 $113.00 +2.7%
1393 GKOS GLAUKOS CORP COM Healthcare 6.0 $677.0 $112.83 +23.2%
1394 QRVO QORVO INC COM Technology 8.0 $676.0 $84.50 +16.9%
1395 JLL JONES LANG LASALLE INC COM Real Estate 2.0 $673.0 NEW $336.50 -12.9%
1396 GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK Technology 66.0 $671.0 $10.17 -64.9%
1397 FHN FIRST HORIZON CORPORATION COM Financial Services 28.0 $669.0 $23.89 +0.9%
1398 MHK MOHAWK INDS INC COM Consumer Cyclical 6.0 $656.0 $109.33 -6.4%
1399 FLUTTER ENTMT PLC SHS 3.0 $645.0 -2.0 -40.0% $215.00
1400 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 8.0 $631.0 $78.88 +29.3%
Page 70 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%