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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 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CBRE CBRE GROUP INC Real Estate 14.0 $2K -3.0 -17.6% $160.79 -18.2%
182 BBCA J P MORGAN EXCHANGE TRADED F 24.0 $2K -459.0 -95.0% $93.00 +7.6%
183 VGIT VANGUARD SCOTTSDALE FDS 37.0 $2K -744.0 -95.3% $59.92 -1.8%
184 EL LAUDER ESTEE COS INC Consumer Defensive 21.0 $2K -34.0 -61.8% $104.71 -19.0%
185 ODFL OLD DOMINION FREIGHT LINE IN Industrials 14.0 $2K -37.0 -72.5% $156.79 +41.0%
186 OKLO OKLO INC Utilities 30.0 $2K -90.0 -75.0% $71.77 -14.8%
187 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1.0 $2K -2.0 -66.7% $2146.00 -3.5%
188 ROL ROLLINS INC Consumer Cyclical 35.0 $2K -17.0 -32.7% $60.03 -25.1%
189 CLS CELESTICA INC Technology 7.0 $2K -12.0 -63.2% $295.57 +26.0%
190 TDY TELEDYNE TECHNOLOGIES INC Technology 4.0 $2K -1.0 -20.0% $510.75 +21.3%
191 HSIC HENRY SCHEIN INC Healthcare 27.0 $2K -1.0 -3.6% $75.59 +5.7%
192 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 30.0 $2K -63.0 -67.7% $66.40 +23.2%
193 DT DYNATRACE INC Technology 45.0 $2K -116.0 -72.0% $43.33 -4.4%
194 TPR TAPESTRY INC Consumer Cyclical 15.0 $2K -58.0 -79.5% $127.80 +12.3%
195 BBAX J P MORGAN EXCHANGE TRADED F 32.0 $2K -683.0 -95.5% $56.31 +8.6%
196 U UNITY SOFTWARE INC Technology 39.0 $2K -76.0 -66.1% $44.18 -37.8%
197 HUM HUMANA INC Healthcare 6.0 $2K -54.0 -90.0% $256.17 +40.8%
198 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 39.0 $2K -105.0 -72.9% $39.31 -16.5%
199 MSTR STRATEGY INC Technology 10.0 $2K -162.0 -94.2% $152.00 -26.0%
200 LITE LUMENTUM HLDGS INC Technology 4.0 $1K -15.0 -79.0% $368.50 +130.7%
Page 10 of 13  ·  245 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%