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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 52 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 14.0 $327.0 -105.0 -88.2% $23.36 +25.1%
1022 HEI HEICO CORP NEW Industrials 1.0 $324.0 NEW $324.00 +4.0%
1023 RIO RIO TINTO PLC Basic Materials 4.0 $320.0 $80.00 +25.1%
1024 PODD INSULET CORP Healthcare 1.0 $284.0 -1.0 -50.0% $284.00 -48.7%
1025 REVIVA PHARMACEUTCLS HLDGS I 1,000.0 $279.0 $0.28
1026 GRAN TIERRA ENERGY INC 61.0 $259.0 $4.25
1027 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 4.0 $256.0 $64.00 +26.2%
1028 MAS MASCO CORP Industrials 4.0 $254.0 -45.0 -91.8% $63.50 +17.1%
1029 SYF SYNCHRONY FINANCIAL Financial Services 3.0 $250.0 -2.0 -40.0% $83.33 -9.7%
1030 MATX MATSON INC Industrials 2.0 $247.0 NEW $123.50 +54.9%
1031 NWS NEWS CORP NEW Communication Services 8.0 $237.0 -271.0 -97.1% $29.62 -3.0%
1032 VIVOPOWER INTERNATIONAL PLC 100.0 $227.0 $2.27
1033 SYNA SYNAPTICS INC Technology 3.0 $222.0 +1.0 +50.0% $74.00 +90.4%
1034 SKILLZ INC 50.0 $216.0 $4.32
1035 RVTY REVVITY INC Healthcare 2.0 $194.0 $97.00 +3.1%
1036 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4.0 $194.0 NEW $48.50 +76.4%
1037 LENNAR CORP 2.0 $190.0 -73.0 -97.3% $95.00
1038 PATH UIPATH INC Technology 11.0 $180.0 +2.0 +22.2% $16.36 -37.2%
1039 MJ AMPLIFY ETF TR 6.0 $179.0 -21.0 -77.8% $29.83 -15.5%
1040 SPSC SPS COMM INC Technology 2.0 $178.0 NEW $89.00 -40.3%
Page 52 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%