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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 31 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 EWZ ISHARES INC 411.0 $13K 0.00% +11.0 +2.8% $31.78 +6.1%
602 CDP COPT DEFENSE PROPERTIES Real Estate 467.0 $13K 0.00% -36.0 -7.2% $27.80 +20.6%
603 NTRS NORTHERN TR CORP Financial Services 95.0 $13K 0.00% +92.0 +3066.7% $136.59 +26.0%
604 NOK NOKIA CORP Technology 2,000.0 $13K 0.00% $6.47 +108.5%
605 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 579.0 $13K 0.00% +381.0 +192.4% $22.32 -8.4%
606 GAP GAP INC Consumer Cyclical 504.0 $13K 0.00% +503.0 +10000.0% $25.59 -17.3%
607 GWRE GUIDEWIRE SOFTWARE INC Technology 64.0 $13K 0.00% +30.0 +88.2% $201.02 -46.3%
608 SANDISK CORP 54.0 $13K 0.00% NEW $237.39
609 FIVE FIVE BELOW INC Consumer Cyclical 68.0 $13K 0.00% NEW $188.35 +3.0%
610 COOPER COS INC 156.0 $13K 0.00% +153.0 +5100.0% $81.96
611 HEDJ WISDOMTREE TR 238.0 $13K 0.00% $53.13 +9.4%
612 DUOL DUOLINGO INC Technology 72.0 $13K 0.00% NEW $175.50 -28.5%
613 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 76.0 $13K 0.00% +75.0 +7500.0% $166.00 +7.1%
614 MDLZ MONDELEZ INTL INC Consumer Defensive 233.0 $13K 0.00% -66.0 -22.1% $53.83 +11.7%
615 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 1,001.0 $13K 0.00% $12.49 -43.6%
616 ADI ANALOG DEVICES INC Technology 46.0 $12K 0.00% +15.0 +48.4% $271.20 +60.2%
617 NSC NORFOLK SOUTHN CORP Industrials 43.0 $12K 0.00% -24.0 -35.8% $288.72 +3.9%
618 GLW CORNING INC Technology 141.0 $12K 0.00% +72.0 +104.3% $87.61 +122.5%
619 TX TERNIUM SA Basic Materials 323.0 $12K 0.00% +8.0 +2.5% $38.22 +21.1%
620 CNH INDL N V 1,331.0 $12K 0.00% NEW $9.22
Page 31 of 57  ·  1,121 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%