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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 10 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HEI HEICO CORP NEW Industrials 1.0 $324.0 NEW $324.00 +4.0%
182 MATX MATSON INC Industrials 2.0 $247.0 NEW $123.50 +54.9%
183 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4.0 $194.0 NEW $48.50 +76.4%
184 SPSC SPS COMM INC Technology 2.0 $178.0 NEW $89.00 -40.3%
185 EEFT EURONET WORLDWIDE INC Technology 2.0 $152.0 NEW $76.00 -13.4%
186 WMS ADVANCED DRAIN SYS INC DEL Industrials 1.0 $145.0 NEW $145.00 +1.5%
187 LIBERTY GLOBAL LTD 13.0 $144.0 NEW $11.08
188 WTFC WINTRUST FINL CORP Financial Services 1.0 $140.0 NEW $140.00 +10.1%
189 TDC TERADATA CORP DEL Technology 4.0 $122.0 NEW $30.50 +1.2%
190 ALV AUTOLIV INC Consumer Cyclical 1.0 $119.0 NEW $119.00 -0.6%
191 LEA LEAR CORP Consumer Cyclical 1.0 $115.0 NEW $115.00 +21.5%
192 ORA ORMAT TECHNOLOGIES INC Utilities 1.0 $110.0 NEW $110.00 +16.1%
193 SIGI SELECTIVE INS GROUP INC Financial Services 1.0 $84.0 NEW $84.00 +9.9%
194 JAMES HARDIE INDS PLC 4.0 $83.0 NEW $20.75
195 IAC IAC INC Technology 2.0 $78.0 NEW $39.00 +9.5%
196 VOYA VOYA FINANCIAL INC Financial Services 1.0 $74.0 NEW $74.00 +21.9%
197 ZG ZILLOW GROUP INC Communication Services 1.0 $68.0 NEW $68.00 -52.2%
198 TFSL TFS FINL CORP Financial Services 5.0 $67.0 NEW $13.40 +22.5%
199 FRPT FRESHPET INC Consumer Defensive 1.0 $61.0 NEW $61.00 -9.8%
200 FMC FMC CORP Basic Materials 4.0 $55.0 NEW $13.75 -16.0%
Page 10 of 11  ·  213 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%