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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 50 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NVAX NOVAVAX INC Healthcare 100.0 $672.0 $6.72 +35.9%
982 AOS SMITH A O CORP Industrials 10.0 $669.0 -27.0 -73.0% $66.90 -13.0%
983 COMSCORE INC 100.0 $650.0 $6.50
984 SFBS SERVISFIRST BANCSHARES INC Financial Services 9.0 $646.0 $71.78 +12.1%
985 CMS CMS ENERGY CORP Utilities 9.0 $629.0 -6.0 -40.0% $69.89 +5.0%
986 GPN GLOBAL PMTS INC Industrials 8.0 $619.0 -5.0 -38.5% $77.38 -13.6%
987 INGRAM MICRO HLDG CORP 29.0 $619.0 +1.0 +3.6% $21.34
988 AVTR AVANTOR INC Healthcare 51.0 $584.0 NEW $11.45 -16.3%
989 BURL BURLINGTON STORES INC Consumer Cyclical 2.0 $578.0 +1.0 +100.0% $289.00 +16.6%
990 EQR EQUITY RESIDENTIAL Real Estate 9.0 $567.0 -14.0 -60.9% $63.00 +1.7%
991 FENY FIDELITY COVINGTON TRUST 22.0 $556.0 $25.27 +17.4%
992 GNRC GENERAC HLDGS INC Industrials 4.0 $545.0 -1.0 -20.0% $136.25 +104.9%
993 IWN ISHARES TR 3.0 $544.0 -57.0 -95.0% $181.33 +19.6%
994 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 300.0 $540.0 $1.80 +23.3%
995 AM ANTERO MIDSTREAM CORP Energy 30.0 $534.0 $17.80 +22.0%
996 VNQ VANGUARD INDEX FDS 6.0 $531.0 -1.0 -14.3% $88.50 +8.0%
997 HLI HOULIHAN LOKEY INC Financial Services 3.0 $523.0 +2.0 +200.0% $174.33 -19.3%
998 DOGWOOD THERAPEUTICS INC 120.0 $499.0 $4.16
999 GPC GENUINE PARTS CO Consumer Cyclical 4.0 $492.0 -19.0 -82.6% $123.00 -11.6%
1000 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 66.0 $486.0 $7.36 +22.5%
Page 50 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%