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Portfolio (Quarterly) Guide ↗

ACT Advisors, LLC.

· CIK 0001842554
13F Portfolio $301M AUM 84 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 84 New
Page 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX LAM RESEARCH CORP Technology 624.0 $270K 0.09% NEW $433.01 -33.0%
62 KLAC KLA CORP Technology 870.0 $263K 0.09% NEW $301.77 -43.4%
63 AMAT APPLIED MATLS INC Technology 351.0 $254K 0.08% NEW $722.47 -38.8%
64 ALL ALLSTATE CORP Financial Services 1,053.0 $251K 0.08% NEW $237.94 +8.4%
65 VV VANGUARD INDEX FDS 724.0 $249K 0.08% NEW $344.06 +2.0%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 1,949.0 $227K 0.08% NEW $116.67 +54.2%
67 SO SOUTHERN CO Utilities 2,249.0 $215K 0.07% NEW $95.72 -8.0%
68 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 228.0 $214K 0.07% NEW $936.56 +0.4%
69 GE GE AEROSPACE Industrials 565.0 $211K 0.07% NEW $373.86 -11.4%
70 JNJ JOHNSON & JOHNSON Healthcare 815.0 $207K 0.07% NEW $253.82 +6.8%
71 FVD FIRST TR EXCHANGE-TRADED FD 4,178.0 $201K 0.07% NEW $48.17 +3.9%
72 VRRM VERRA MOBILITY CORP Technology 22,417.0 $95K 0.03% NEW $4.25 -1.9%
73 CMPX COMPASS THERAPEUTICS INC Healthcare 20,613.0 $45K 0.01% NEW $2.19 +5.5%
74 BULLFROG AI HLDGS INC 56,351.0 $40K 0.01% NEW $0.71
75 WTI W & T OFFSHORE INC Energy 10,947.0 $34K 0.01% NEW $3.15 +22.2%
76 SYNERGY CHC CORP 151,840.0 $30K 0.01% NEW $0.20
77 ACTU ACTUATE THERAPEUTICS INC Healthcare 12,877.0 $20K 0.01% NEW $1.53 +0.7%
78 PROP PRAIRIE OPER CO Financial Services 26,424.0 $19K 0.01% NEW $0.72 -29.8%
79 CTM CASTELLUM INC Technology 21,074.0 $15K 0.01% NEW $0.72 -20.8%
80 RANI RANI THERAPEUTICS HLDGS INC Healthcare 14,806.0 $11K 0.00% NEW $0.76 +13.7%
Page 4 of 5  ·  84 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 53.7%
Consumer Defensive 8.4%
Consumer Cyclical 7.9%
Healthcare 6.8%
Communication Services 6.7%
Industrials 6.2%
Financial Services 6.0%
Energy 3.4%
Utilities 0.9%