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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 11 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LII LENNOX INTL INC Industrials 3.0 $1K -4.0 -57.1% $485.67 +9.6%
202 DLR DIGITAL RLTY TR INC Real Estate 9.0 $1K -83.0 -90.2% $158.44 +18.7%
203 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 15.0 $1K -43.0 -74.1% $80.33 -0.6%
204 XYL XYLEM INC Industrials 8.0 $1K -3.0 -27.3% $136.12 -18.1%
205 OKTA OKTA INC Technology 12.0 $1K -17.0 -58.6% $86.50 +36.2%
206 LYV LIVE NATION ENTERTAINMENT IN Communication Services 7.0 $1K -17.0 -70.8% $144.00 +18.9%
207 CNP CENTERPOINT ENERGY INC Utilities 25.0 $959.0 -9.0 -26.5% $38.36 +11.6%
208 BALL BALL CORP Consumer Cyclical 17.0 $900.0 -34.0 -66.7% $52.94 +9.0%
209 HWC HANCOCK WHITNEY CORPORATION Financial Services 13.0 $828.0 -83.0 -86.5% $63.69 +10.3%
210 VTRS VIATRIS INC Healthcare 66.0 $822.0 -6.0 -8.3% $12.45 +23.4%
211 BXP BXP INC Real Estate 12.0 $810.0 -1.0 -7.7% $67.50 -4.1%
212 CRCL CIRCLE INTERNET GROUP INC Financial Services 10.0 $793.0 -334.0 -97.1% $79.30 +1.2%
213 TTD THE TRADE DESK INC Technology 21.0 $787.0 -143.0 -87.2% $37.48 -50.6%
214 GRAL GRAIL INC Healthcare 9.0 $770.0 -3.0 -25.0% $85.56 -25.5%
215 PSKY PARAMOUNT SKYDANCE CORP Communication Services 57.0 $764.0 -5.0 -8.1% $13.40 -25.8%
216 QIAGEN NV 17.0 $764.0 -2.0 -10.5% $44.94
217 IWS ISHARES TR 5.0 $705.0 -95.0 -95.0% $141.00 +15.6%
218 AOS SMITH A O CORP Industrials 10.0 $669.0 -27.0 -73.0% $66.90 -13.0%
219 CMS CMS ENERGY CORP Utilities 9.0 $629.0 -6.0 -40.0% $69.89 +5.0%
220 GPN GLOBAL PMTS INC Industrials 8.0 $619.0 -5.0 -38.5% $77.38 -13.6%
Page 11 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%