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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 12 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AMER SPORTS INC 19.0 $643.0 NEW $33.84
222 UEC URANIUM ENERGY CORP Energy 60.0 $640.0 NEW $10.67 +1.1%
223 PEN PENUMBRA INC Healthcare 2.0 $632.0 NEW $316.00 +3.2%
224 DLB DOLBY LABORATORIES INC Technology 12.0 $631.0 NEW $52.58 +16.6%
225 QIAGEN NV 16.0 $626.0 NEW $39.12
226 EVRG EVERGY INC Utilities 7.0 $605.0 NEW $86.43 -3.4%
227 NDSN NORDSON CORP Industrials 2.0 $603.0 NEW $301.50 +1.5%
228 MSM MSC INDL DIRECT INC Industrials 5.0 $595.0 NEW $119.00 +3.1%
229 RNG RINGCENTRAL INC Technology 15.0 $585.0 NEW $39.00 +68.6%
230 LNTH LANTHEUS HLDGS INC Healthcare 5.0 $555.0 NEW $111.00 -9.6%
231 RGEN REPLIGEN CORP Healthcare 4.0 $546.0 NEW $136.50 +22.1%
232 VRNS VARONIS SYS INC Technology 13.0 $545.0 NEW $41.92 +4.4%
233 FIS FIDELITY NATL INFORMATION SV Technology 14.0 $544.0 NEW $38.86 +7.0%
234 NCNO NCINO INC Technology 33.0 $540.0 NEW $16.36 +25.0%
235 ENTG ENTEGRIS INC Technology 3.0 $540.0 NEW $180.00 -16.0%
236 AIZ ASSURANT INC Financial Services 2.0 $537.0 NEW $268.50 +4.5%
237 PCOR PROCORE TECHNOLOGIES INC Technology 13.0 $528.0 NEW $40.62 +49.2%
238 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 7.0 $524.0 NEW $74.86 +5.3%
239 ELF E L F BEAUTY INC Consumer Defensive 7.0 $518.0 NEW $74.00 +26.9%
240 DY DYCOM INDS INC Industrials 1.0 $506.0 NEW $506.00 -18.0%
Page 12 of 25  ·  497 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%