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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 75 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 DAYFORCE INC COM 7.0 $484.0 NEW $69.14
1482 BRBR BELLRING BRANDS INC COMMON STOCK Consumer Defensive 18.0 $481.0 -1.0 -5.3% $26.72 -66.1%
1483 MSA MSA SAFETY INC COM Industrials 3.0 $480.0 $160.00 +5.3%
1484 BRO BROWN & BROWN INC COM Financial Services 6.0 $478.0 -4.0 -40.0% $79.67 -26.5%
1485 PAYC PAYCOM SOFTWARE INC COM Technology 3.0 $478.0 -197.0 -98.5% $159.33 -15.7%
1486 INGERSOLL RAND INC COM 6.0 $475.0 $79.17
1487 TRMB TRIMBLE INC COM Technology 6.0 $470.0 NEW $78.33 -28.5%
1488 CCC CCC INTELLIGENT SOLUTIONS HLD COM Technology 59.0 $469.0 $7.95 -42.9%
1489 IYR ISHARES U.S. REAL ESTATE ETF 5.0 $469.0 -75.0 -93.8% $93.80 +9.3%
1490 COTY COTY INC COM CL A Consumer Defensive 152.0 $468.0 +27.0 +21.6% $3.08 -35.7%
1491 U HAUL HOLDING COMPANY COM SER N 10.0 $467.0 $46.70
1492 CIVITAS RESOURCES INC COM NEW 17.0 $461.0 $27.12
1493 IOT SAMSARA INC COM CL A Technology 13.0 $461.0 NEW $35.46 -15.0%
1494 MAREX GROUP PLC ORD 12.0 $460.0 $38.33
1495 JBL JABIL INC COM Technology 2.0 $456.0 NEW $228.00 +56.3%
1496 WSC WILLSCOT HLDGS CORP COM CL A Industrials 24.0 $452.0 -70.0 -74.5% $18.83 +26.2%
1497 LIFE360 INC COM 7.0 $449.0 NEW $64.14
1498 BUNGE GLOBAL SA COM SHS 5.0 $445.0 NEW $89.00
1499 YETI YETI HLDGS INC COM Consumer Cyclical 10.0 $442.0 $44.20 +1.1%
1500 BE BLOOM ENERGY CORP COM CL A Industrials 5.0 $434.0 NEW $86.80 +254.7%
Page 75 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%