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Portfolio (Quarterly) Guide ↗

Bogart Wealth, LLC

· CIK 0001715740
13F Portfolio $2.5B AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1528 New
Page 58 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 38.0 $2K NEW $56.95 -1.1%
1142 CWI SPDR MSCI ACWI EX-US ETF 61.0 $2K NEW $34.92 +14.4%
1143 NTES NETEASE INC SPONSORED ADS Technology 14.0 $2K NEW $152.00 -24.7%
1144 SCMB SCHWAB MUNICIPAL BOND ETF 82.0 $2K NEW $25.61 -0.8%
1145 VCTR VICTORY CAP HLDGS INC COM CL A Financial Services 32.0 $2K NEW $64.75 +27.2%
1146 ON ON SEMICONDUCTOR CORP COM Technology 42.0 $2K NEW $49.31 +115.0%
1147 ZM ZOOM COMMUNICATIONS INC CL A Technology 25.0 $2K NEW $82.52 +18.0%
1148 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 17.0 $2K NEW $121.24 -41.2%
1149 ARMK ARAMARK COM Industrials 53.0 $2K NEW $38.55 +33.7%
1150 NUE NUCOR CORP COM Basic Materials 15.0 $2K NEW $135.67 +63.4%
1151 JXN JACKSON FINANCIAL INC COM CL A Financial Services 20.0 $2K NEW $101.25 +6.8%
1152 OLED UNIVERSAL DISPLAY CORP COM Technology 14.0 $2K NEW $143.64 -39.0%
1153 INTERPUBLIC GROUP COS INC COM 72.0 $2K NEW $27.92
1154 AMERICAN COASTAL INS CORP COM 176.0 $2K NEW $11.39
1155 WAB WABTEC COM Industrials 10.0 $2K NEW $200.50 +27.3%
1156 PATHWARD FINANCIAL INC COM 27.0 $2K NEW $74.00
1157 NMIH NMI HLDGS INC COM Financial Services 52.0 $2K NEW $38.35 -1.4%
1158 BITB BITWISE BITCOIN ETF TRUST Financial Services 32.0 $2K NEW $62.22 -32.3%
1159 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 12.0 $2K NEW $165.75 -14.2%
1160 WSC WILLSCOT HLDGS CORP COM CL A Industrials 94.0 $2K NEW $21.11 +8.3%
Page 58 of 77  ·  1,528 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 22.5%
Energy 18.0%
Financial Services 15.5%
Healthcare 9.6%
Industrials 8.1%
Communication Services 7.6%
Consumer Cyclical 6.0%
Consumer Defensive 5.5%
Real Estate 3.8%
Utilities 3.2%