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Portfolio (Quarterly) Guide ↗

Activest Wealth Management

· CIK 0001883134
13F Portfolio $535M AUM 1,121 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 213 New 429 Added 245 Reduced 298 Exited
Page 16 of 22  ·  429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RBC RBC BEARINGS INC Industrials 31.0 $14K 0.00% +29.0 +1450.0% $448.42 +42.5%
302 INVH INVITATION HOMES INC Real Estate 498.0 $14K 0.00% +472.0 +1815.4% $27.79 +2.2%
303 KMB KIMBERLY-CLARK CORP Consumer Defensive 137.0 $14K 0.00% +105.0 +328.1% $100.89 +1.7%
304 LNT ALLIANT ENERGY CORP Utilities 211.0 $14K 0.00% +72.0 +51.8% $65.01 +12.3%
305 CPRT COPART INC Industrials 348.0 $14K 0.00% +257.0 +282.4% $39.15 -22.8%
306 OVV OVINTIV INC Energy 341.0 $13K 0.00% +290.0 +568.6% $39.19 +33.7%
307 RBRK RUBRIK INC. Technology 174.0 $13K 0.00% +75.0 +75.8% $76.48 -8.2%
308 EXR EXTRA SPACE STORAGE INC Real Estate 102.0 $13K 0.00% +59.0 +137.2% $130.22 +11.6%
309 CHTR CHARTER COMMUNICATIONS INC N Communication Services 63.0 $13K 0.00% +58.0 +1160.0% $208.75 -39.5%
310 EWZ ISHARES INC 411.0 $13K 0.00% +11.0 +2.8% $31.78 +6.1%
311 NTRS NORTHERN TR CORP Financial Services 95.0 $13K 0.00% +92.0 +3066.7% $136.59 +26.0%
312 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 579.0 $13K 0.00% +381.0 +192.4% $22.32 -8.4%
313 GAP GAP INC Consumer Cyclical 504.0 $13K 0.00% +503.0 +10000.0% $25.59 -17.3%
314 GWRE GUIDEWIRE SOFTWARE INC Technology 64.0 $13K 0.00% +30.0 +88.2% $201.02 -46.3%
315 COOPER COS INC 156.0 $13K 0.00% +153.0 +5100.0% $81.96
316 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 76.0 $13K 0.00% +75.0 +7500.0% $166.00 +7.1%
317 ADI ANALOG DEVICES INC Technology 46.0 $12K 0.00% +15.0 +48.4% $271.20 +60.2%
318 GLW CORNING INC Technology 141.0 $12K 0.00% +72.0 +104.3% $87.61 +122.5%
319 TX TERNIUM SA Basic Materials 323.0 $12K 0.00% +8.0 +2.5% $38.22 +21.1%
320 CAH CARDINAL HEALTH INC Healthcare 58.0 $12K 0.00% +9.0 +18.4% $205.50 +7.9%
Page 16 of 22  ·  429 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 59.8%
Technology 19.5%
Communication Services 8.4%
Consumer Cyclical 6.7%
Healthcare 1.5%
Industrials 1.0%
Energy 0.9%
Basic Materials 0.8%
Consumer Defensive 0.7%
Real Estate 0.3%