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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 33 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AMTB AMERANT BANCORP INC Financial Services 567.0 $11K 0.00% $19.52 +20.9%
642 ESNT ESSENT GROUP LTD Financial Services 169.0 $11K 0.00% NEW $65.01 -10.1%
643 ARKW ARK ETF TR 74.0 $11K 0.00% +1.0 +1.4% $148.01 -0.9%
644 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 31.0 $11K 0.00% -54.0 -63.5% $350.55 +10.8%
645 EXLS EXLSERVICE HOLDINGS INC Technology 256.0 $11K 0.00% NEW $42.44 -38.9%
646 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 708.0 $11K 0.00% NEW $15.06 -28.9%
647 HAS HASBRO INC Consumer Cyclical 130.0 $11K 0.00% +124.0 +2066.7% $82.00 +3.3%
648 WBD WARNER BROS DISCOVERY INC Communication Services 368.0 $11K 0.00% +166.0 +82.2% $28.82 -9.1%
649 SWKS SKYWORKS SOLUTIONS INC Technology 167.0 $11K 0.00% -2.0 -1.2% $63.41 +14.3%
650 FNB F N B CORP Financial Services 618.0 $11K 0.00% +5.0 +0.8% $17.10 +6.6%
651 RPM RPM INTL INC Basic Materials 101.0 $11K 0.00% NEW $104.00 +3.8%
652 BETZ LISTED FDS TR 500.0 $10K 0.00% $20.98 -7.2%
653 HST HOST HOTELS & RESORTS INC Real Estate 587.0 $10K 0.00% +411.0 +233.5% $17.73 +41.1%
654 USHY ISHARES TR 276.0 $10K 0.00% +6.0 +2.2% $37.39 -1.0%
655 KMPR KEMPER CORP Financial Services 254.0 $10K 0.00% NEW $40.54 -38.3%
656 PCTY PAYLOCITY HLDG CORP Technology 67.0 $10K 0.00% NEW $152.51 -33.7%
657 ASAN ASANA INC Technology 742.0 $10K 0.00% NEW $13.71 -49.5%
658 ALGM ALLEGRO MICROSYSTEMS INC Technology 385.0 $10K 0.00% NEW $26.38 +123.7%
659 STAG STAG INDL INC Real Estate 276.0 $10K 0.00% +23.0 +9.1% $36.76 +2.8%
660 AVT AVNET INC Technology 211.0 $10K 0.00% +186.0 +744.0% $48.08 +90.2%
Page 33 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%