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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 39 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 CDNS CADENCE DESIGN SYSTEM INC Technology 17.0 $5K 0.00% -67.0 -79.8% $312.59 +23.9%
762 ESAB ESAB CORPORATION Industrials 47.0 $5K 0.00% +43.0 +1075.0% $111.72 -4.9%
763 SOLV SOLVENTUM CORP Healthcare 66.0 $5K 0.00% +64.0 +3200.0% $79.24 -4.8%
764 PENN PENN ENTERTAINMENT INC Consumer Cyclical 352.0 $5K 0.00% NEW $14.75 +44.4%
765 AVB AVALONBAY CMNTYS INC Real Estate 28.0 $5K 0.00% +9.0 +47.4% $181.32 -2.2%
766 ORKA ORUKA THERAPEUTICS INC Healthcare 166.0 $5K 0.00% $30.31 +138.7%
767 BKR BAKER HUGHES COMPANY Energy 110.0 $5K 0.00% -427.0 -79.5% $45.54 +28.3%
768 APPS DIGITAL TURBINE INC Technology 1,000.0 $5K 0.00% $5.00 +72.2%
769 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 73.0 $5K 0.00% +70.0 +2333.3% $67.84 +13.1%
770 PKG PACKAGING CORP AMER Consumer Cyclical 24.0 $5K 0.00% +10.0 +71.4% $206.25 +11.0%
771 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 70.0 $5K 0.00% +33.0 +89.2% $70.53 +8.8%
772 GFS GLOBALFOUNDRIES INC Technology 140.0 $5K 0.00% NEW $34.92 +145.8%
773 NNN NNN REIT INC Real Estate 123.0 $5K 0.00% NEW $39.63 +13.6%
774 VST VISTRA CORP Utilities 30.0 $5K 0.00% -562.0 -94.9% $161.80 +1.2%
775 DDS DILLARDS INC Consumer Cyclical 8.0 $5K 0.00% +6.0 +300.0% $606.38 -8.5%
776 MPT MEDICAL PPTYS TRUST INC Financial Services 963.0 $5K 0.00% NEW $5.00 -9.4%
777 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 1,500.0 $5K 0.00% $3.21 +10.9%
778 RITM RITHM CAPITAL CORP Real Estate 441.0 $5K 0.00% NEW $10.90 -15.7%
779 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 130.0 $5K 0.00% +80.0 +160.0% $36.49 +28.4%
780 DDOG DATADOG INC Technology 34.0 $5K 0.00% -30.0 -46.9% $136.00 +64.0%
Page 39 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%