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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 52 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 44.0 $4K NEW $91.23 +25.2%
1022 BLV VANGUARD LONG-TERM BOND ETF 56.0 $4K NEW $70.86 -4.6%
1023 DEO DIAGEO PLC SPON ADR NEW Consumer Defensive 41.0 $4K NEW $96.44 -10.8%
1024 SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 80.0 $4K NEW $49.41 +15.3%
1025 ECNS ISHARES MSCI CHINA SMALL-CAP ETF 100.0 $4K NEW $39.46 -19.6%
1026 BMI BADGER METER INC COM Technology 22.0 $4K NEW $178.59 -32.7%
1027 PSIX POWER SOLUTIONS INTL INC COM NEW Industrials 40.0 $4K NEW $98.22 -62.4%
1028 ILMN ILLUMINA INC COM Healthcare 41.0 $4K NEW $94.98 +52.5%
1029 MOD MODINE MFG CO COM Consumer Cyclical 27.0 $4K NEW $142.15 +76.0%
1030 DEFI DEVELOPMENT CORP COM 250.0 $4K NEW $15.31
1031 FAF FIRST AMERN FINL CORP COM Financial Services 59.0 $4K NEW $64.24 +5.6%
1032 MLI MUELLER INDS INC COM Industrials 37.0 $4K NEW $101.11 +32.1%
1033 KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 45.0 $4K NEW $83.11 +28.9%
1034 IFRA ISHARES U.S. INFRASTRUCTURE ETF 70.0 $4K NEW $52.81 +14.6%
1035 CINF CINCINNATI FINL CORP COM Financial Services 23.0 $4K NEW $160.09 +5.2%
1036 IT GARTNER INC COM Technology 14.0 $4K NEW $262.86 -40.2%
1037 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 35.0 $4K NEW $104.46
1038 GGG GRACO INC COM Industrials 43.0 $4K NEW $84.95 -11.4%
1039 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 17.0 $4K NEW $213.76 +2.0%
1040 AOS SMITH A O CORP COM Industrials 49.0 $4K NEW $73.41 -22.1%
Page 52 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%