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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 48 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 WCN WASTE CONNECTIONS INC Industrials 6.0 $1K NEW $175.33 -12.2%
942 CNA CNA FINL CORP Financial Services 22.0 $1K +21.0 +2100.0% $47.73 -6.7%
943 ROIV ROIVANT SCIENCES LTD Healthcare 48.0 $1K $21.71 +44.8%
944 OKTA OKTA INC Technology 12.0 $1K -17.0 -58.6% $86.50 +36.2%
945 LYV LIVE NATION ENTERTAINMENT IN Communication Services 7.0 $1K -17.0 -70.8% $144.00 +18.9%
946 GEN GEN DIGITAL INC Technology 37.0 $1K +12.0 +48.0% $27.19 -11.1%
947 CNP CENTERPOINT ENERGY INC Utilities 25.0 $959.0 -9.0 -26.5% $38.36 +11.6%
948 OPENDOOR TECHNOLOGIES INC 1,833.0 $954.0 NEW $0.52
949 TIGO MILLICOM INTL CELLULAR S A Communication Services 17.0 $942.0 NEW $55.41 +52.3%
950 ST SENSATA TECHNOLOGIES HLDG PL Technology 28.0 $932.0 +2.0 +7.7% $33.29 +52.1%
951 LEN LENNAR CORP Consumer Cyclical 9.0 $925.0 +2.0 +28.6% $102.78 -12.7%
952 NI NISOURCE INC Utilities 22.0 $919.0 $41.77 +13.1%
953 CANOPY GROWTH CORP 796.0 $907.0 $1.14
954 BALL BALL CORP Consumer Cyclical 17.0 $900.0 -34.0 -66.7% $52.94 +9.0%
955 EXPD EXPEDITORS INTL WASH INC Industrials 6.0 $894.0 +2.0 +50.0% $149.00 +8.3%
956 MIND MEDICINE MINDMED INC 66.0 $884.0 $13.39
957 VDE VANGUARD WORLD FD 7.0 $881.0 $125.86 +20.6%
958 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 38.0 $874.0 +37.0 +3700.0% $23.00 +19.3%
959 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6.0 $863.0 NEW $143.83 +89.0%
960 SCHV SCHWAB STRATEGIC TR 29.0 $859.0 $29.62 +16.7%
Page 48 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%