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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 9 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IEMG ISHARES INC 6,364.0 $428K 0.12% NEW $67.21 +24.3%
162 VNQ VANGUARD INDEX FDS 4,706.0 $416K 0.12% NEW $88.48 +9.7%
163 FLRN SPDR SERIES TRUST 13,194.0 $405K 0.12% NEW $30.73 +0.3%
164 GVI ISHARES TR 3,769.0 $405K 0.12% NEW $107.34 -1.1%
165 CRWV COREWEAVE INC Technology 5,561.0 $398K 0.12% NEW $71.61 +43.9%
166 IJS ISHARES TR 3,498.0 $398K 0.12% NEW $113.72 +15.4%
167 THYF T ROWE PRICE ETF INC 7,547.0 $394K 0.12% NEW $52.26 -1.2%
168 FCX FREEPORT-MCMORAN INC Basic Materials 7,751.0 $394K 0.12% NEW $50.79 +25.1%
169 MBB ISHARES TR 4,100.0 $390K 0.11% NEW $95.21 -0.8%
170 TQQQ PROSHARES TR 7,300.0 $385K 0.11% NEW $52.72 +54.7%
171 CCL CARNIVAL CORP Consumer Cyclical 12,551.0 $383K 0.11% NEW $30.54 -8.8%
172 FIW FIRST TR EXCHANGE-TRADED FD 3,495.0 $380K 0.11% NEW $108.64 -4.7%
173 KMLM KRANESHARES TRUST 14,418.0 $374K 0.11% NEW $25.95 +10.4%
174 CLOZ SERIES PORTFOLIOS TR 13,952.0 $369K 0.11% NEW $26.48 +0.1%
175 CNR CORE NATURAL RESOURCES INC Energy 4,079.0 $361K 0.11% NEW $88.51 +1.9%
176 NEE NEXTERA ENERGY INC Utilities 4,483.0 $360K 0.10% NEW $80.28 +8.9%
177 URA GLOBAL X FDS 8,347.0 $357K 0.10% NEW $42.73 +17.3%
178 VTV VANGUARD INDEX FDS 1,855.0 $354K 0.10% NEW $191.02 +10.9%
179 LONZ PIMCO ETF TR 6,920.0 $348K 0.10% NEW $50.28 -1.4%
180 SEIX VIRTUS ETF TR II 14,716.0 $344K 0.10% NEW $23.34 -0.5%
Page 9 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%