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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 24 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ALLE ALLEGION PLC Industrials 1.0 $140.0 -16.0 -94.1% $140.00 +15.8%
462 LVS LAS VEGAS SANDS CORP Consumer Cyclical 3.0 $139.0 -651.0 -99.5% $46.33 -1.9%
463 JKHY HENRY JACK & ASSOC INC Technology 1.0 $138.0 -3.0 -75.0% $138.00 +8.6%
464 MTN VAIL RESORTS INC Consumer Cyclical 1.0 $136.0 -343.0 -99.7% $136.00 +7.8%
465 RMBS RAMBUS INC DEL Technology 1.0 $133.0 -16.0 -94.1% $133.00 -24.4%
466 ATR APTARGROUP INC Healthcare 1.0 $125.0 -9.0 -90.0% $125.00 +5.4%
467 CROX CROCS INC Consumer Cyclical 1.0 $121.0 -23.0 -95.8% $121.00 +7.4%
468 LIBERTY GLOBAL LTD 11.0 $121.0 -2.0 -15.4% $11.00
469 SUI SUN CMNTYS INC Real Estate 1.0 $120.0 -30.0 -96.8% $120.00 +1.1%
470 RLI RLI CORP Financial Services 2.0 $118.0 -84.0 -97.7% $59.00 +5.8%
471 XYL XYLEM INC Industrials 1.0 $118.0 -7.0 -87.5% $118.00 -0.4%
472 AURORA CANNABIS INC 41.0 $114.0 -1K -96.1% $2.78
473 RPM RPM INTL INC Basic Materials 1.0 $111.0 -100.0 -99.0% $111.00 +1.1%
474 AAL AMERICAN AIRLINES GROUP INC Industrials 6.0 $108.0 -75.0 -92.6% $18.00 -19.8%
475 ROIV ROIVANT SCIENCES LTD Healthcare 3.0 $106.0 -45.0 -93.8% $35.33 +2.6%
476 LEIDOS HOLDINGS INC 1.0 $103.0 -586.0 -99.8% $103.00
477 ENPH ENPHASE ENERGY INC Energy 2.0 $98.0 -1K -99.8% $49.00 -21.1%
478 ST SENSATA TECHNOLOGIES HLDG PL Technology 2.0 $95.0 -26.0 -92.9% $47.50 -3.3%
479 SOFI SOFI TECHNOLOGIES INC Financial Services 5.0 $90.0 -2K -99.8% $18.00 +1.7%
480 BLDR BUILDERS FIRSTSOURCE INC Industrials 1.0 $89.0 -81.0 -98.8% $89.00 -21.1%
Page 24 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%