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Portfolio (Quarterly) Guide ↗

Activest Wealth Management

· CIK 0001883134
13F Portfolio $518M AUM 1,359 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 497 New 311 Added 533 Reduced 141 Exited
Page 10 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BALL BALL CORP Consumer Cyclical 245.0 $15K 0.00% +228.0 +1341.2% $62.40 -2.0%
182 LINE LINEAGE INC Real Estate 352.0 $15K 0.00% +300.0 +576.9% $43.25 -5.7%
183 SYY SYSCO CORP Consumer Defensive 177.0 $15K 0.00% +53.0 +42.7% $83.58 -2.1%
184 MOS MOSAIC CO Basic Materials 690.0 $15K 0.00% +79.0 +12.9% $21.19 +0.2%
185 AMTB AMERANT BANCORP INC Financial Services 571.0 $15K 0.00% +4.0 +0.7% $25.50 +13.8%
186 CAG CONAGRA BRANDS INC Consumer Defensive 1,065.0 $14K 0.00% +931.0 +694.8% $13.46 +15.6%
187 TX TERNIUM SA Basic Materials 333.0 $14K 0.00% +10.0 +3.1% $42.65 +27.4%
188 AVTR AVANTOR INC Healthcare 1,434.0 $14K 0.00% +1K +2711.8% $9.90 +36.4%
189 AIT APPLIED INDL TECHNOLOGIES IN Industrials 41.0 $14K 0.00% +12.0 +41.4% $338.15 +6.1%
190 HEDJ WISDOMTREE TR 241.0 $14K 0.00% +3.0 +1.3% $57.10 +1.3%
191 AYI ACUITY INC Industrials 36.0 $14K 0.00% +18.0 +100.0% $376.67 -4.3%
192 AR ANTERO RESOURCES CORP Energy 380.0 $13K 0.00% +171.0 +81.8% $35.14 +3.6%
193 DUOL DUOLINGO INC Technology 116.0 $13K 0.00% +44.0 +61.1% $115.02 +13.2%
194 PCTY PAYLOCITY HLDG CORP Technology 127.0 $13K 0.00% +60.0 +89.5% $104.53 +39.2%
195 AZO AUTOZONE INC Consumer Cyclical 4.0 $13K 0.00% +2.0 +100.0% $3196.00 -5.5%
196 SCHH SCHWAB STRATEGIC TR 538.0 $13K 0.00% +8.0 +1.5% $23.66 +1.1%
197 U UNITY SOFTWARE INC Technology 427.0 $12K 0.00% +388.0 +994.9% $28.58 +59.0%
198 PODD INSULET CORP Healthcare 80.0 $12K 0.00% +79.0 +7900.0% $152.25 -8.2%
199 ARES ARES MANAGEMENT CORPORATION Financial Services 107.0 $12K 0.00% +65.0 +154.8% $111.31 +27.0%
200 NNN NNN REIT INC Real Estate 255.0 $12K 0.00% +132.0 +107.3% $46.53 -0.8%
Page 10 of 16  ·  311 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
Financial Services 57.7%
Technology 24.4%
Communication Services 8.1%
Consumer Cyclical 5.2%
Healthcare 1.8%
Industrials 0.7%
Energy 0.7%
Basic Materials 0.5%
Real Estate 0.4%
Utilities 0.3%