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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 71 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 16.0 $630.0 +13.0 +433.3% $39.38 -20.0%
1402 CART MAPLEBEAR INC COM Consumer Cyclical 14.0 $630.0 NEW $45.00 -10.9%
1403 GOGO GOGO INC COM Communication Services 134.0 $624.0 $4.66 -14.1%
1404 AN AUTONATION INC COM Consumer Cyclical 3.0 $619.0 $206.33 -9.6%
1405 SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR Financial Services 32.0 $619.0 $19.34 +18.1%
1406 G GENPACT LIMITED SHS Technology 13.0 $608.0 NEW $46.77 -31.6%
1407 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 23.0 $607.0 $26.39 +69.4%
1408 XRPI VOLATILITY SHARES TRUST XRP ETF 57.0 $602.0 $10.56 -27.2%
1409 UEVM VICTORYSHARES EMERGING MARKETS VALUE MOMENTUM ETF 11.0 $600.0 $54.55 +8.6%
1410 ILTB ISHARES CORE 10 YEAR USD BOND ETF 12.0 $596.0 $49.67 -2.7%
1411 TECH BIO-TECHNE CORP COM Healthcare 10.0 $588.0 $58.80 -20.6%
1412 MGM MGM RESORTS INTERNATIONAL COM Consumer Cyclical 16.0 $584.0 -14.0 -46.7% $36.50 +3.2%
1413 IX ORIX CORP SPONSORED ADR Financial Services 20.0 $584.0 -100.0 -83.3% $29.20 +34.5%
1414 BALL BALL CORP COM Consumer Cyclical 11.0 $583.0 NEW $53.00 +6.3%
1415 MDGL MADRIGAL PHARMACEUTICALS INC COM Healthcare 1.0 $582.0 $582.00 -11.8%
1416 PCOR PROCORE TECHNOLOGIES INC COM Technology 8.0 $582.0 $72.75 -36.2%
1417 AXTA AXALTA COATING SYS LTD COM Basic Materials 18.0 $582.0 NEW $32.33 -9.9%
1418 GLPI GAMING & LEISURE PPTYS INC COM Real Estate 13.0 $581.0 NEW $44.69 +6.3%
1419 CTRA COTERRA ENERGY INC COM Energy 22.0 $579.0 -2K -98.9% $26.32 +23.7%
1420 STRO SUTRO BIOPHARMA INC COM SHS Healthcare 50.0 $579.0 -450.0 -90.0% $11.58 +168.8%
Page 71 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%