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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 63 of 77  ·  1,528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 XLB MATERIALS SELECT SECTOR SPDR FUND 14.0 $1K NEW $90.07 -45.4%
1242 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 49.0 $1K NEW $25.51 -1.6%
1243 MOS MOSAIC CO NEW COM Basic Materials 36.0 $1K NEW $34.67 -38.5%
1244 CAE CAE INC COM Industrials 42.0 $1K NEW $29.64 -10.5%
1245 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 1.0 $1K NEW $1228.00 -15.5%
1246 ACI ALBERTSONS COS INC COMMON STOCK Consumer Defensive 69.0 $1K NEW $17.48 -2.5%
1247 WK WORKIVA INC COM CL A Technology 14.0 $1K NEW $86.07 -44.2%
1248 EPR EPR PPTYS COM SH BEN INT Real Estate 21.0 $1K NEW $57.24 +1.6%
1249 ICUI ICU MED INC COM Healthcare 10.0 $1K NEW $120.00 +3.6%
1250 OMF ONEMAIN HLDGS INC COM Financial Services 21.0 $1K NEW $56.48 -6.1%
1251 SBAC SBA COMMUNICATIONS CORP NEW CL A Real Estate 6.0 $1K NEW $193.33 +6.8%
1252 EXEL EXELIXIS INC COM Healthcare 28.0 $1K NEW $41.29 +19.9%
1253 A AGILENT TECHNOLOGIES INC COM Healthcare 9.0 $1K NEW $128.33 -15.0%
1254 GOGO GOGO INC COM Communication Services 134.0 $1K NEW $8.59 -52.7%
1255 HOLOGIC INC COM 17.0 $1K NEW $67.47
1256 LMAT LEMAITRE VASCULAR INC COM Healthcare 13.0 $1K NEW $87.54 +15.0%
1257 MAS MASCO CORP COM Industrials 16.0 $1K NEW $70.69 -8.5%
1258 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 8.0 $1K NEW $140.38 +10.4%
1259 AVNT AVIENT CORPORATION COM Basic Materials 34.0 $1K NEW $32.94 -0.6%
1260 GCI LIBERTY INC COM SER C 30.0 $1K NEW $37.27
Page 63 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%