IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bogart Wealth, LLC

Q4 2025 Holdings

Filed 2026-01-30 | 1585 holdings | $2.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Grayscale Ethereum Staking Mini ETF(ETH)ETF38964R203$4.3K1530.0%
Roblox Corp CL A(RBLX)Stock771049103$4.3K530.0%
Purecycle Technologies Inc COM(PCT)Stock74623V103$4.3K5000.0%
Baker Hughes Company CL A(BKR)Stock05722G100$4.3K940.0%
Jd.com Inc Spon ADS CL A(JD)ADR47215P106$4.3K1500.0%
Chewy Inc CL A(CHWY)Stock16679L109$4.3K1310.0%
Coherent Corp COM(COHR)Stock19247G107$4.4K240.0%
Cincinnati Finl Corp COM(CINF)Stock172062101$4.5K270.0%
RLI Corp COM(RLI)Stock749607107$4.5K700.0%
Cognizant Technology Solutions CL A(CTSH)Stock192446102$4.5K540.0%
Performance Food Group Co COM(PFGC)Stock71377A103$4.5K500.0%
Genmab A/S Sponsored ADS(GMAB)ADR372303206$4.5K1460.0%
Graco Inc COM(GGG)Stock384109104$4.5K550.0%
Symbotic Inc Class A COM(SYM)Stock87151X101$4.5K760.0%
Dolby Laboratories Inc COM CL A(DLB)Stock25659T107$4.6K710.0%
Ishares U.S. Aerospace & Defense ETF(ITA)ETF464288760$4.6K210.0%
SP Funds S&P 500 Sharia Industry Exclusions ETF(SPUS)ETF886364801$4.6K900.0%
Keurig DR Pepper Inc COM(KDP)Stock49271V100$4.7K1660.0%
Docusign Inc COM(DOCU)Stock256163106$4.7K680.0%
Uipath Inc CL A(PATH)Stock90364P105$4.7K2840.0%
Imperial Oil LTD COM New(IMO)Stock453038408$4.7K540.0%
State Street Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$4.7K1550.0%
Nuscale PWR Corp CL A COM(SMR)Stock67079K100$4.7K3320.0%
Wisdomtree India Earnings Fund(EPI)ETF97717W422$4.7K1020.0%
Invesco Optimum Yield Diversified Commodity Strategy NO K-1 ETF(PDBC)ETF46090F100$4.7K3560.0%
Aptiv PLC COM SHS(APTV)StockG3265R107$4.7K620.0%
SS&C Technologies Hldgs Inc COM(SSNC)Stock78467J100$4.7K540.0%
Consolidated Edison Inc COM(ED)Stock209115104$4.8K480.0%
Diamondback Energy Inc COM(FANG)Stock25278X109$4.8K320.0%
Logitech Intl S A SHS(LOGI)StockH50430232$4.8K480.0%
Ares Management Corporation CL A COM STK(ARES)Stock03990B101$4.8K300.0%
Bridgebio Pharma Inc COM(BBIO)Stock10806X102$4.9K640.0%
Schwab Fundamental U.S. Broad Market ETF(FNDB)ETF808524789$4.9K1860.0%
Invesco S&P 500 Pure Value ETF(RPV)ETF46137V258$5.0K480.0%
Marketaxess Hldgs Inc COM(MKTX)Stock57060D108$5.0K280.0%
Ishares Msci Japan ETF(EWJ)ETF46434G822$5.0K620.0%
TKO Group Holdings Inc CL A(TKO)Stock87256C101$5.0K240.0%
Mongodb Inc CL A(MDB)Stock60937P106$5.0K120.0%
Firstenergy Corp COM(FE)Stock337932107$5.1K1130.0%
JPMorgan Betabuilders Japan ETF(BBJP)ETF46641Q217$5.1K770.0%
Unusual Machs Inc COM SHSStockU9154A208$5.1K4000.0%
Teledyne Technologies Inc COM(TDY)Stock879360105$5.1K100.0%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$5.1K190.0%
Hdfc Bank LTD Sponsored ADS(HDB)ADR40415F101$5.1K1400.0%
Joby Aviation Inc Common Stock(JOBY)StockG65163100$5.1K3880.0%
Workday Inc CL A(WDAY)Stock98138H101$5.2K240.0%
Zscaler Inc COM(ZS)Stock98980G102$5.2K230.0%
GXO Logistics Incorporated Common Stock(GXO)Stock36262G101$5.3K1000.0%
Vontier Corporation COM(VNT)Stock928881101$5.3K1420.0%
Cadence Design System Inc COM(CDNS)Stock127387108$5.3K170.0%
PreviousPage 12 of 32Next