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Portfolio (Quarterly) Guide ↗

Tactive Advisors, LLC

· CIK 0002002409
13F Portfolio $341M AUM 255 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 255 New
Page 5 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQH NORTHERN LTS FD TR III 13,726.0 $1.1M 0.31% NEW $77.36 +12.1%
82 BAR GRANITESHARES GOLD TR Financial Services 24,723.0 $1.1M 0.31% NEW $42.49 +4.5%
83 COWZ PACER FDS TR 16,348.0 $984K 0.29% NEW $60.17 +6.6%
84 IDEV ISHARES TR 11,852.0 $978K 0.29% NEW $82.48 +9.9%
85 IVE ISHARES TR 4,541.0 $963K 0.28% NEW $212.05 +7.5%
86 JEPI J P MORGAN EXCHANGE TRADED F 16,788.0 $961K 0.28% NEW $57.24 -1.8%
87 CSHI NEOS ETF TRUST 19,267.0 $958K 0.28% NEW $49.73 +0.2%
88 GEV GE VERNOVA INC Utilities 1,455.0 $951K 0.28% NEW $653.57 +63.8%
89 TIDAL TRUST I 32,658.0 $942K 0.28% NEW $28.84
90 SOLZ VOLATILITY SHS TR 72,991.0 $930K 0.27% NEW $12.74 -34.1%
91 NNDM NANO DIMENSION LTD Technology 601,408.0 $926K 0.27% NEW $1.54 +15.6%
92 LQD ISHARES TR 8,303.0 $915K 0.27% NEW $110.19 -1.3%
93 XYLD GLOBAL X FDS 22,480.0 $913K 0.27% NEW $40.63 -0.2%
94 JNK SPDR SERIES TRUST 9,254.0 $900K 0.26% NEW $97.21 -0.7%
95 ILF ISHARES TR 29,017.0 $884K 0.26% NEW $30.45 +16.1%
96 VET VERMILION ENERGY INC Energy 104,543.0 $872K 0.26% NEW $8.34 +42.0%
97 AIPI ETF OPPORTUNITIES TRUST 21,258.0 $851K 0.25% NEW $40.05 -3.3%
98 V VISA INC Financial Services 2,353.0 $825K 0.24% NEW $350.73 -6.9%
99 JPM JPMORGAN CHASE & CO. Financial Services 2,542.0 $819K 0.24% NEW $322.22 -4.8%
100 HL HECLA MNG CO Basic Materials 42,633.0 $818K 0.24% NEW $19.19 -8.4%
Page 5 of 13  ·  255 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 42.9%
Technology 30.2%
Communication Services 8.8%
Consumer Cyclical 7.8%
Industrials 2.8%
Energy 2.7%
Utilities 1.3%
Basic Materials 1.1%
Healthcare 0.9%
Consumer Defensive 0.8%