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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 19 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 COHR COHERENT CORP Technology 4.0 $2K -12.0 -75.0% $394.50 -21.8%
362 ZS ZSCALER INC Technology 11.0 $2K -61.0 -84.7% $141.18 +31.2%
363 ROKU ROKU INC Communication Services 11.0 $2K -126.0 -92.0% $138.18 +15.4%
364 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 21.0 $1K -152.0 -87.9% $70.86 +2.9%
365 MPT MEDICAL PROPERTIES TRUST INC Financial Services 319.0 $1K -644.0 -66.9% $4.62 -12.9%
366 TPR TAPESTRY INC Consumer Cyclical 10.0 $1K -5.0 -33.3% $146.40 -8.7%
367 LHX L3HARRIS TECHNOLOGIES INC Industrials 5.0 $1K -18.0 -78.3% $290.60 -3.1%
368 ERIE ERIE INDTY CO Financial Services 6.0 $1K -2.0 -25.0% $239.83 +8.2%
369 RJF RAYMOND JAMES FINL INC Financial Services 9.0 $1K -111.0 -92.5% $152.00 +18.5%
370 GWW WW GRAINGER INC Industrials 1.0 $1K -6.0 -85.7% $1360.00 -3.1%
371 CPNG COUPANG INC Consumer Cyclical 75.0 $1K -153.0 -67.1% $17.37 -8.9%
372 CYTK CYTOKINETICS INC Healthcare 15.0 $1K -4.0 -21.1% $85.20 -11.4%
373 TAN INVESCO EXCH TRADED FD TR II 20.0 $1K -251.0 -92.6% $59.15 -15.4%
374 HCA HCA HEALTHCARE INC Healthcare 3.0 $1K -172.0 -98.3% $390.00 +6.9%
375 OMC OMNICOM GROUP INC Communication Services 16.0 $1K -290.0 -94.8% $72.81 +19.6%
376 PINS PINTEREST INC Communication Services 54.0 $1K -917.0 -94.4% $21.04 +12.4%
377 URI UNITED RENTALS INC Industrials 1.0 $1K -46.0 -97.9% $1133.00 +0.2%
378 REGCO REGENCY CTRS CORP Real Estate 14.0 $1K -2.0 -12.5% $79.71 -72.4%
379 CME CME GROUP INC Financial Services 5.0 $1K -30.0 -85.7% $220.80 +23.4%
380 CSGP COSTAR GROUP INC Real Estate 39.0 $1K -8.0 -17.0% $28.31 +13.3%
Page 19 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%