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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 16 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RMD RESMED INC Healthcare 20.0 $4K 0.00% -3.0 -13.0% $194.90 +14.5%
302 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 64.0 $4K 0.00% -240.0 -79.0% $60.67 +25.7%
303 XLP SELECT SECTOR SPDR TR 46.0 $4K 0.00% -2K -97.6% $83.07 +3.3%
304 SWKS SKYWORKS SOLUTIONS INC Technology 56.0 $4K 0.00% -111.0 -66.5% $67.80 -2.1%
305 OHI OMEGA HEALTHCARE INVS INC Real Estate 79.0 $4K 0.00% -242.0 -75.4% $47.68 -2.0%
306 ARKW ARK ETF TR 26.0 $4K 0.00% -48.0 -64.9% $144.85 +3.4%
307 THC TENET HEALTHCARE CORP Healthcare 20.0 $4K 0.00% -112.0 -84.8% $187.10 +44.5%
308 IONQ IONQ INC Technology 70.0 $4K 0.00% -1.0 -1.4% $53.26 -15.9%
309 EMR EMERSON ELEC CO Industrials 26.0 $4K 0.00% -16.0 -38.1% $143.15 +10.4%
310 VLO VALERO ENERGY CORP Energy 14.0 $4K 0.00% -61.0 -81.3% $260.43 +33.6%
311 ADT ADT INC DEL Industrials 559.0 $4K 0.00% -1K -72.4% $6.50 +11.0%
312 BRZE BRAZE INC Technology 160.0 $3K 0.00% -46.0 -22.3% $21.69 +35.0%
313 SFM SPROUTS FMRS MKT INC Consumer Defensive 41.0 $3K 0.00% -12.0 -22.6% $84.59 -5.9%
314 ROK ROCKWELL AUTOMATION INC Industrials 7.0 $3K 0.00% -4.0 -36.4% $495.14 -12.0%
315 STWD STARWOOD PPTY TR INC Real Estate 211.0 $3K 0.00% -810.0 -79.3% $16.42 -1.6%
316 PCAR PACCAR INC Industrials 28.0 $3K 0.00% -240.0 -89.5% $120.11 +6.9%
317 EXP EAGLE MATLS INC Basic Materials 14.0 $3K 0.00% -71.0 -83.5% $225.00 -10.6%
318 KDP KEURIG DR PEPPER INC Consumer Defensive 96.0 $3K 0.00% -995.0 -91.2% $32.73 -6.1%
319 REGN REGENERON PHARMACEUTICALS Healthcare 5.0 $3K 0.00% -63.0 -92.7% $623.60 +31.2%
320 KD KYNDRYL HLDGS INC Technology 275.0 $3K 0.00% -602.0 -68.6% $11.31 +10.4%
Page 16 of 27  ·  533 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%