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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 14 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GL GLOBE LIFE INC Financial Services 2.0 $357.0 NEW $178.50 -0.2%
262 MDLN MEDLINE INC Healthcare 9.0 $355.0 NEW $39.44 -13.5%
263 SWX SOUTHWEST GAS HLDGS INC Utilities 4.0 $355.0 NEW $88.75 +3.3%
264 NJR NEW JERSEY RES CORP Utilities 6.0 $336.0 NEW $56.00 -0.9%
265 RRC RANGE RES CORP Energy 9.0 $335.0 NEW $37.22 +7.1%
266 STANDARDAERO INC 11.0 $329.0 NEW $29.91
267 CF CF INDUSTRIES HOLD Basic Materials 3.0 $325.0 NEW $108.33 +10.5%
268 AUR AURORA INNOVATION INC Technology 47.0 $321.0 NEW $6.83 -10.0%
269 TSCO TRACTOR SUPPLY CO Consumer Cyclical 10.0 $316.0 NEW $31.60 +9.9%
270 LAMR LAMAR ADVERTISING CO Real Estate 2.0 $312.0 NEW $156.00 -2.7%
271 LSCC LATTICE SEMICONDUCTOR CORP Technology 2.0 $306.0 NEW $153.00 -18.8%
272 WBS WEBSTER FINL CORP Financial Services 4.0 $306.0 NEW $76.50 +1.9%
273 BBIO BRIDGEBIO PHARMA INC Healthcare 4.0 $298.0 NEW $74.50 +11.4%
274 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 5.0 $297.0 NEW $59.40 -5.6%
275 MUR MURPHY OIL CORP Energy 9.0 $293.0 NEW $32.56 +8.1%
276 LAD LITHIA MTRS INC Consumer Cyclical 1.0 $290.0 NEW $290.00 +22.9%
277 ABAT AMERICAN BATTERY TECHNOLOGY Basic Materials 100.0 $283.0 NEW $2.83 -17.0%
278 IDCC INTERDIGITAL INC Technology 1.0 $283.0 NEW $283.00 +18.6%
279 LH LABCORP HOLDINGS INC Healthcare 1.0 $280.0 NEW $280.00 +15.1%
280 STZ CONSTELLATION BRANDS INC Consumer Defensive 2.0 $278.0 NEW $139.00 -5.8%
Page 14 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%