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Portfolio (Quarterly) Guide ↗

Activest Wealth Management

· CIK 0001883134
13F Portfolio $518M AUM 1,359 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 497 New 311 Added 533 Reduced 141 Exited
Page 11 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GFS GLOBALFOUNDRIES INC Technology 141.0 $12K 0.00% +1.0 +0.7% $82.41 -35.2%
202 LULU LULULEMON ATHLETICA INC Consumer Cyclical 95.0 $11K 0.00% +67.0 +239.3% $114.18 +1.4%
203 BRKR BRUKER CORP Healthcare 180.0 $11K 0.00% +179.0 +10000.0% $60.18 -4.2%
204 NGG NATIONAL GRID PLC Utilities 130.0 $11K 0.00% +2.0 +1.6% $82.62 -1.6%
205 PAYC PAYCOM SOFTWARE INC Technology 84.0 $11K 0.00% +83.0 +8300.0% $125.68 +70.4%
206 HRL HORMEL FOODS CORP Consumer Defensive 425.0 $11K 0.00% +373.0 +717.3% $24.82 -3.2%
207 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 996.0 $11K 0.00% +288.0 +40.7% $10.57 +4.1%
208 USHY ISHARES TR 284.0 $11K 0.00% +8.0 +2.9% $37.01 -0.5%
209 BXP BXP INC Real Estate 157.0 $10K 0.00% +145.0 +1208.3% $66.31 +0.6%
210 BAX BAXTER INTL INC Healthcare 477.0 $10K 0.00% +410.0 +611.9% $21.32 +21.5%
211 OKTA OKTA INC Technology 72.0 $10K 0.00% +60.0 +500.0% $136.44 +5.0%
212 BKNG BOOKING HOLDINGS INC Consumer Cyclical 55.0 $10K 0.00% +38.0 +223.5% $178.24 +14.9%
213 IEX IDEX CORP Industrials 43.0 $10K 0.00% +1.0 +2.4% $226.95 +5.9%
214 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 124.0 $10K 0.00% +123.0 +10000.0% $77.87 -6.5%
215 DUK DUKE ENERGY CORP NEW Utilities 74.0 $9K 0.00% +11.0 +17.5% $126.58 -2.4%
216 VEA VANGUARD TAX-MANAGED FDS 130.0 $9K 0.00% +91.0 +233.3% $71.25 +3.4%
217 GUNR FLEXSHARES TR 187.0 $9K 0.00% +2.0 +1.1% $49.40 +9.3%
218 VNO VORNADO RLTY TR Real Estate 231.0 $9K 0.00% +230.0 +10000.0% $39.30 -3.6%
219 BURL BURLINGTON STORES INC Consumer Cyclical 28.0 $9K 0.00% +26.0 +1300.0% $316.79 +6.3%
220 KNSL KINSALE CAP GROUP INC Financial Services 26.0 $9K 0.00% +25.0 +2500.0% $329.81 +11.3%
Page 11 of 16  ·  311 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 57.7%
Technology 24.4%
Communication Services 8.1%
Consumer Cyclical 5.2%
Healthcare 1.8%
Industrials 0.7%
Energy 0.7%
Basic Materials 0.5%
Real Estate 0.4%
Utilities 0.3%