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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 41 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 NOC NORTHROP GRUMMAN CORP Industrials 7.0 $4K 0.00% -12.0 -63.2% $570.14 -8.5%
802 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 20.0 $4K 0.00% +18.0 +900.0% $193.45 -3.4%
803 DAR DARLING INGREDIENTS INC Consumer Defensive 107.0 $4K 0.00% NEW $36.00 +49.1%
804 SUI SUN CMNTYS INC Real Estate 31.0 $4K 0.00% +30.0 +3000.0% $123.90 -4.4%
805 GEM GOLDMAN SACHS ETF TR 92.0 $4K 0.00% $41.62 +29.3%
806 BB BLACKBERRY LTD Technology 1,000.0 $4K 0.00% -30.0 -2.9% $3.79 +121.1%
807 GYRE GYRE THERAPEUTICS INC Healthcare 533.0 $4K 0.00% $7.06 -11.5%
808 SYNOVUS FINL CORP 74.0 $4K 0.00% NEW $50.05
809 SCLX SCILEX HOLDING CO Healthcare 302.0 $4K 0.00% $12.20 -38.8%
810 CFR CULLEN FROST BANKERS INC Financial Services 29.0 $4K 0.00% $126.62 +15.0%
811 WCC WESCO INTL INC Industrials 15.0 $4K 0.00% NEW $244.67 +49.3%
812 KEX KIRBY CORP Industrials 33.0 $4K 0.00% +3.0 +10.0% $110.18 +27.6%
813 PAVE GLOBAL X FDS 76.0 $4K 0.00% $47.79 +22.5%
814 MCHP MICROCHIP TECHNOLOGY INC. Technology 57.0 $4K 0.00% -114.0 -66.7% $63.72 +56.6%
815 EQH EQUITABLE HLDGS INC Financial Services 76.0 $4K 0.00% +48.0 +171.4% $47.64 -4.9%
816 HIMS HIMS & HERS HEALTH INC Healthcare 110.0 $4K 0.00% +10.0 +10.0% $32.47 +9.2%
817 HAYW HAYWARD HLDGS INC Industrials 231.0 $4K 0.00% NEW $15.45 -2.9%
818 PNR PENTAIR PLC Industrials 34.0 $4K 0.00% -2.0 -5.6% $104.15 -28.6%
819 ANGLOGOLD ASHANTI PLC 41.0 $3K 0.00% +25.0 +156.2% $85.27
820 KBR KBR INC Industrials 84.0 $3K 0.00% NEW $40.20 -18.4%
Page 41 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%