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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 17 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MELI MERCADOLIBRE INC Consumer Cyclical 22.0 $37K 0.01% +10.0 +83.3% $1697.41 +6.2%
322 AMP AMERIPRISE FINL INC Financial Services 81.0 $37K 0.01% +2.0 +2.5% $458.77 +23.1%
323 DG DOLLAR GEN CORP Consumer Defensive 322.0 $37K 0.01% -30.0 -8.5% $115.11 +6.3%
324 URGN UROGEN PHARMA LTD Healthcare 1,001.0 $37K 0.01% $36.80 +33.1%
325 PAXS PIMCO ACCESS INCOME FUND Financial Services 2,500.0 $36K 0.01% -5K -66.7% $14.55 -3.8%
326 FIG FIGMA INC Technology 2,000.0 $36K 0.01% NEW $18.09 +44.8%
327 AMAT APPLIED MATLS INC Technology 50.0 $36K 0.01% -66.0 -56.9% $723.00 -30.1%
328 KMI KINDER MORGAN INC DEL Energy 1,124.0 $36K 0.01% -16.0 -1.4% $31.97 +2.6%
329 EVEREST GROUP LTD 100.0 $36K 0.01% +1.0 +1.0% $357.23
330 IYW ISHARES TR 140.0 $35K 0.01% -15K -99.1% $252.23 -1.1%
331 PAYX PAYCHEX INC Industrials 359.0 $35K 0.01% +256.0 +248.5% $98.33 +23.4%
332 GLW CORNING INC Technology 136.0 $35K 0.01% -5.0 -3.5% $255.43 -37.4%
333 IBM INTERNATIONAL BUSINESS MACHS Technology 123.0 $35K 0.01% -339.0 -73.4% $281.21 -16.9%
334 VRT VERTIV HOLDINGS CO Industrials 103.0 $34K 0.01% -664.0 -86.6% $334.82 -18.6%
335 DDOG DATADOG INC Technology 130.0 $34K 0.01% +96.0 +282.4% $260.36 -4.9%
336 BIRKENSTOCK HOLDING PLC 785.0 $34K 0.01% +312.0 +66.0% $43.03
337 IZRL ARK ETF TR 1,108.0 $34K 0.01% $30.37 -3.8%
338 ITW ILLINOIS TOOL WKS INC Industrials 124.0 $34K 0.01% +36.0 +40.9% $270.47 +5.4%
339 DOW DOW HLDGS INC Basic Materials 1,219.0 $33K 0.01% +868.0 +247.3% $27.36 +14.5%
340 CL COLGATE PALMOLIVE CO Consumer Defensive 360.0 $33K 0.01% NEW $91.68 -0.0%
Page 17 of 74  ·  1,477 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%