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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 21 of 22  ·  429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 UHS UNIVERSAL HLTH SVCS INC Healthcare 8.0 $2K +5.0 +166.7% $218.00 -35.2%
402 TEL TE CONNECTIVITY PLC Technology 7.0 $2K +2.0 +40.0% $227.57 -4.4%
403 RMBS RAMBUS INC DEL Technology 17.0 $2K +1.0 +6.2% $91.88 +53.6%
404 FE FIRSTENERGY CORP Utilities 32.0 $1K +6.0 +23.1% $44.78 +3.7%
405 BAX BAXTER INTL INC Healthcare 67.0 $1K +42.0 +168.0% $19.10 +4.1%
406 AAL AMERICAN AIRLS GROUP INC Industrials 81.0 $1K +20.0 +32.8% $15.33 +4.3%
407 HRL HORMEL FOODS CORP Consumer Defensive 52.0 $1K +47.0 +940.0% $23.69 +2.0%
408 REGCO REGENCY CTRS CORP Real Estate 16.0 $1K +9.0 +128.6% $69.00 -67.4%
409 EXPAND ENERGY CORPORATION 11.0 $1K +4.0 +57.1% $99.64
410 CNA CNA FINL CORP Financial Services 22.0 $1K +21.0 +2100.0% $47.73 -6.7%
411 GEN GEN DIGITAL INC Technology 37.0 $1K +12.0 +48.0% $27.19 -11.1%
412 ST SENSATA TECHNOLOGIES HLDG PL Technology 28.0 $932.0 +2.0 +7.7% $33.29 +52.1%
413 LEN LENNAR CORP Consumer Cyclical 9.0 $925.0 +2.0 +28.6% $102.78 -12.7%
414 EXPD EXPEDITORS INTL WASH INC Industrials 6.0 $894.0 +2.0 +50.0% $149.00 +8.3%
415 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 38.0 $874.0 +37.0 +3700.0% $23.00 +19.3%
416 TRU TRANSUNION Industrials 10.0 $858.0 +1.0 +11.1% $85.80 -24.7%
417 JKHY HENRY JACK & ASSOC INC Technology 4.0 $730.0 +3.0 +300.0% $182.50 -30.8%
418 LUV SOUTHWEST AIRLS CO Industrials 17.0 $703.0 +9.0 +112.5% $41.35 +16.0%
419 INGRAM MICRO HLDG CORP 29.0 $619.0 +1.0 +3.6% $21.34
420 BURL BURLINGTON STORES INC Consumer Cyclical 2.0 $578.0 +1.0 +100.0% $289.00 +16.6%
Page 21 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%