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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 34 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LW LAMB WESTON HLDGS INC Consumer Defensive 242.0 $10K 0.00% +240.0 +10000.0% $41.89 +7.6%
662 AWI ARMSTRONG WORLD INDS INC NEW Industrials 53.0 $10K 0.00% NEW $191.09 -17.4%
663 DCTH DELCATH SYS INC Healthcare 1,000.0 $10K 0.00% $10.10 +15.7%
664 NVT NVENT ELECTRIC PLC Industrials 99.0 $10K 0.00% -17.0 -14.7% $101.97 +73.6%
665 INSM INSMED INC Healthcare 58.0 $10K 0.00% +22.0 +61.1% $174.03 -45.0%
666 CNXC CONCENTRIX CORP Technology 241.0 $10K 0.00% +233.0 +2912.5% $41.58 -39.7%
667 MLM MARTIN MARIETTA MATLS INC Basic Materials 16.0 $10K 0.00% +1.0 +6.7% $622.69 -2.2%
668 NGG NATIONAL GRID PLC Utilities 128.0 $10K 0.00% $77.21 +2.9%
669 LCID LUCID GROUP INC Consumer Cyclical 926.0 $10K 0.00% $10.57 -49.3%
670 NUKZ EXCHANGE TRADED CONCEPTS TRU 151.0 $10K 0.00% NEW $63.56 +12.4%
671 CME CME GROUP INC Financial Services 35.0 $10K 0.00% -58.0 -62.4% $273.09 -9.8%
672 JHG JANUS HENDERSON GROUP PLC Financial Services 198.0 $9K 0.00% NEW $47.57 +9.1%
673 CIA CITIZENS INC Financial Services 1,932.0 $9K 0.00% $4.83 +21.1%
674 ZTS ZOETIS INC Healthcare 74.0 $9K 0.00% -11.0 -12.9% $125.82 -37.4%
675 FCN FTI CONSULTING INC Industrials 54.0 $9K 0.00% NEW $170.83 -14.8%
676 MSTU ETF OPPORTUNITIES TRUST 1,109.0 $9K 0.00% NEW $8.31 -65.6%
677 PBW INVESCO EXCHANGE TRADED FD T 300.0 $9K 0.00% $30.54 +36.0%
678 SYY SYSCO CORP Consumer Defensive 124.0 $9K 0.00% +100.0 +416.7% $73.69 +6.8%
679 PPC PILGRIMS PRIDE CORP Consumer Defensive 234.0 $9K 0.00% NEW $38.99 -29.9%
680 CACI CACI INTL INC Technology 17.0 $9K 0.00% -1.0 -5.6% $532.82 -12.5%
Page 34 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%