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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 22 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 L LOEWS CORP Financial Services 4.0 $453.0 -431.0 -99.1% $113.25 +0.3%
422 CMC COMMERCIAL METALS CO Basic Materials 7.0 $439.0 -5.0 -41.7% $62.71 +13.7%
423 LIBERTY MEDIA CORP DEL 5.0 $438.0 -21.0 -80.8% $87.60
424 KIM KIMCO REALTY CORP Real Estate 17.0 $431.0 -7.0 -29.2% $25.35 -3.6%
425 FNB F N B CORP Financial Services 22.0 $420.0 -596.0 -96.4% $19.09 +1.4%
426 SMURFIT WESTROCK PLC 9.0 $416.0 -1.0 -10.0% $46.22
427 AXTA AXALTA COATING SYS LTD Basic Materials 12.0 $411.0 -62.0 -83.8% $34.25 +4.4%
428 KEX KIRBY CORP Industrials 3.0 $408.0 -30.0 -90.9% $136.00 +3.8%
429 BBY BEST BUY INC Consumer Cyclical 5.0 $379.0 -453.0 -98.9% $75.80 +14.6%
430 GWRE GUIDEWIRE SOFTWARE INC Technology 3.0 $369.0 -61.0 -95.3% $123.00 +43.7%
431 AM ANTERO MIDSTREAM CORP Energy 14.0 $319.0 -16.0 -53.3% $22.79 -0.3%
432 JLL JONES LANG LASALLE INC Real Estate 1.0 $310.0 -90.0 -98.9% $310.00 +19.4%
433 CFR CULLEN FROST BANKERS INC Financial Services 2.0 $309.0 -27.0 -93.1% $154.50 +8.6%
434 CMS CMS ENERGY CORP Utilities 4.0 $306.0 -5.0 -55.6% $76.50 -5.8%
435 THO THOR INDS INC Consumer Cyclical 4.0 $301.0 -37.0 -90.2% $75.25 +2.3%
436 FOX FOX CORP Communication Services 6.0 $281.0 -22.0 -78.6% $46.83 +32.0%
437 EQR EQUITY RESIDENTIAL Real Estate 4.0 $272.0 -5.0 -55.6% $68.00 -6.4%
438 HIG HARTFORD INSURANCE GROUP INC Financial Services 2.0 $265.0 -53.0 -96.4% $132.50 +4.5%
439 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1.0 $263.0 -22.0 -95.7% $263.00 +37.0%
440 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1.0 $261.0 -16.0 -94.1% $261.00 +26.7%
Page 22 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%