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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 8 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GWW WW GRAINGER INC Industrials 7.0 $7K 0.00% -7.0 -50.0% $1009.00 +35.3%
142 AZO AUTOZONE INC Consumer Cyclical 2.0 $7K 0.00% -1.0 -33.3% $3391.50 -9.6%
143 LHX L3HARRIS TECHNOLOGIES INC Industrials 23.0 $7K 0.00% -12.0 -34.3% $293.57 +0.4%
144 CENCORA INC 18.0 $6K 0.00% -50.0 -73.5% $337.78
145 LPX LOUISIANA PAC CORP Basic Materials 75.0 $6K 0.00% -125.0 -62.5% $80.76 -4.0%
146 PSEC PROSPECT CAP CORP Financial Services 2,300.0 $6K 0.00% -1K -30.3% $2.59 -14.7%
147 LULU LULULEMON ATHLETICA INC Consumer Cyclical 28.0 $6K 0.00% -29.0 -50.9% $207.82 -46.2%
148 LOW LOWES COS INC Consumer Cyclical 24.0 $6K 0.00% -92.0 -79.3% $241.17 -7.9%
149 KR KROGER CO Consumer Defensive 90.0 $6K 0.00% -35.0 -28.0% $62.48 -9.4%
150 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 17.0 $6K 0.00% -3.0 -15.0% $328.59 -22.3%
151 EMR EMERSON ELEC CO Industrials 42.0 $6K 0.00% -5.0 -10.6% $132.71 +13.5%
152 RMD RESMED INC Healthcare 23.0 $6K 0.00% -18.0 -43.9% $240.87 -21.7%
153 CPNG COUPANG INC Consumer Cyclical 228.0 $5K 0.00% -174.0 -43.3% $23.59 -23.7%
154 CDNS CADENCE DESIGN SYSTEM INC Technology 17.0 $5K 0.00% -67.0 -79.8% $312.59 +23.9%
155 BKR BAKER HUGHES COMPANY Energy 110.0 $5K 0.00% -427.0 -79.5% $45.54 +28.3%
156 VST VISTRA CORP Utilities 30.0 $5K 0.00% -562.0 -94.9% $161.80 +1.2%
157 DDOG DATADOG INC Technology 34.0 $5K 0.00% -30.0 -46.9% $136.00 +64.0%
158 CADENCE BANK 102.0 $4K 0.00% -58.0 -36.2% $42.84
159 TPG TPG INC Financial Services 68.0 $4K 0.00% -13.0 -16.1% $63.84 -34.1%
160 PPL PPL CORP Utilities 123.0 $4K 0.00% -14.0 -10.2% $35.02 +1.0%
Page 8 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%