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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 18 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FOUR SHIFT4 PMTS INC Technology 2.0 $97.0 NEW $48.50 -3.5%
342 ESI ELEMENT SOLUTIONS INC Basic Materials 2.0 $96.0 NEW $48.00 -21.6%
343 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 10.0 $94.0 NEW $9.40 +28.3%
344 APPN APPIAN CORP Technology 4.0 $92.0 NEW $23.00 +59.0%
345 POST POST HLDGS INC Consumer Defensive 1.0 $88.0 NEW $88.00 -8.9%
346 ACI ALBERTSONS COMPANIES INC Consumer Defensive 6.0 $81.0 NEW $13.50 -8.7%
347 RPD RAPID7 INC Technology 10.0 $81.0 NEW $8.10 +58.6%
348 AGO ASSURED GUARANTY LTD Financial Services 1.0 $80.0 NEW $80.00 -5.0%
349 HL HECLA MINING COMPANY Basic Materials 5.0 $77.0 NEW $15.40 +17.1%
350 ADC AGREE RLTY CORP Real Estate 1.0 $76.0 NEW $76.00 -2.3%
351 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 4.0 $74.0 NEW $18.50 -21.2%
352 LNC LINCOLN NATL CORP IND Financial Services 2.0 $71.0 NEW $35.50 +27.7%
353 SCHI SCHWAB STRATEGIC TR 3.0 $69.0 NEW $23.00 -3.5%
354 CDE COEUR MNG INC Basic Materials 4.0 $65.0 NEW $16.25 +14.9%
355 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 1.0 $64.0 NEW $64.00 +1.0%
356 JOBY JOBY AVIATION INC Industrials 7.0 $62.0 NEW $8.86 -14.6%
357 OLN OLIN CORP Basic Materials 3.0 $59.0 NEW $19.67 -6.1%
358 FIRST HAWAIIAN INC 2.0 $59.0 NEW $29.50
359 ELOXX PHARMACEUTICALS INC 4.0 $56.0 NEW $14.00
360 NIQ GLOBAL INTELLIGENCE PLC 6.0 $56.0 NEW $9.33
Page 18 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%