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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 73 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 FND FLOOR & DECOR HLDGS INC CL A Consumer Cyclical 9.0 $548.0 -17.0 -65.4% $60.89 -20.5%
1442 Z ZILLOW GROUP INC CL C CAP STK Communication Services 8.0 $546.0 $68.25 -46.6%
1443 NI NISOURCE INC COM Utilities 13.0 $543.0 $41.77 +14.2%
1444 PLNT PLANET FITNESS INC CL A Consumer Cyclical 5.0 $542.0 NEW $108.40 -53.7%
1445 QIAGEN NV ORD SHARES 12.0 $540.0 NEW $45.00
1446 TW TRADEWEB MKTS INC CL A Financial Services 5.0 $538.0 NEW $107.60 -0.8%
1447 PEGA PEGASYSTEMS INC COM Technology 9.0 $537.0 $59.67 -42.6%
1448 RH RH COM Consumer Cyclical 3.0 $537.0 $179.00 -25.6%
1449 EGP EASTGROUP PPTYS INC COM Real Estate 3.0 $534.0 NEW $178.00 +15.3%
1450 IEX IDEX CORP COM Industrials 3.0 $534.0 NEW $178.00 +15.5%
1451 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 9.0 $530.0 $58.89 -2.4%
1452 HSIC HENRY SCHEIN INC COM Healthcare 7.0 $529.0 NEW $75.57 -2.7%
1453 DUOL DUOLINGO INC CL A COM Technology 3.0 $527.0 -1.0 -25.0% $175.67 -39.9%
1454 MTH MERITAGE HOMES CORP COM Consumer Cyclical 8.0 $526.0 $65.75 -2.8%
1455 SAIL SAILPOINT INC COM Technology 26.0 $526.0 +1.0 +4.0% $20.23 -26.0%
1456 GLOBUS MED INC CL A 6.0 $524.0 NEW $87.33
1457 BIDU BAIDU INC SPON ADR REP A Communication Services 4.0 $523.0 $130.75 +0.3%
1458 ESS ESSEX PPTY TR INC COM Real Estate 2.0 $523.0 NEW $261.50 +4.7%
1459 UAMY UNITED STATES ANTIMONY CORP COM Basic Materials 104.0 $522.0 NEW $5.02 +66.0%
1460 VOYA VOYA FINANCIAL INC COM Financial Services 7.0 $521.0 $74.43 +10.7%
Page 73 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%