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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 53 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PNW PINNACLE WEST CAP CORP Utilities 2.0 $177.0 $88.50 +15.6%
1042 WY WEYERHAEUSER CO MTN BE Real Estate 7.0 $166.0 -99.0 -93.4% $23.71 +2.6%
1043 PAYC PAYCOM SOFTWARE INC Technology 1.0 $159.0 -6.0 -85.7% $159.00 -21.5%
1044 AEIS ADVANCED ENERGY INDS Industrials 1.0 $154.0 $154.00 +141.9%
1045 EEFT EURONET WORLDWIDE INC Technology 2.0 $152.0 NEW $76.00 -13.4%
1046 SWK STANLEY BLACK & DECKER INC Industrials 2.0 $149.0 -1.0 -33.3% $74.50 +16.4%
1047 WU WESTERN UN CO Financial Services 16.0 $149.0 +7.0 +77.8% $9.31 -23.5%
1048 WMS ADVANCED DRAIN SYS INC DEL Industrials 1.0 $145.0 NEW $145.00 +1.5%
1049 LIBERTY GLOBAL LTD 13.0 $144.0 NEW $11.08
1050 AES AES CORP Utilities 10.0 $143.0 $14.30 +2.2%
1051 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2.0 $143.0 +1.0 +100.0% $71.50 +19.2%
1052 FIVN FIVE9 INC Technology 7.0 $140.0 -17.0 -70.8% $20.00 -3.0%
1053 WTFC WINTRUST FINL CORP Financial Services 1.0 $140.0 NEW $140.00 +10.1%
1054 NWSA NEWS CORP NEW Communication Services 5.0 $131.0 -43.0 -89.6% $26.20 -3.5%
1055 AHT ASHFORD HOSPITALITY TR INC Real Estate 30.0 $128.0 $4.27 -25.7%
1056 EMN EASTMAN CHEM CO Basic Materials 2.0 $128.0 $64.00 +13.3%
1057 CYCLERION THERAPEUTICS INC 100.0 $127.0 $1.27
1058 SKYY FIRST TR EXCHANGE TRADED FD 1.0 $125.0 $125.00 +5.5%
1059 TDC TERADATA CORP DEL Technology 4.0 $122.0 NEW $30.50 +1.2%
1060 ALV AUTOLIV INC Consumer Cyclical 1.0 $119.0 NEW $119.00 -0.6%
Page 53 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%