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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 15 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 OPENDOOR TECHNOLOGIES INC 1,843.0 $912.0 +10.0 +0.6% $0.49
282 IOT SAMSARA INC Technology 28.0 $908.0 +27.0 +2700.0% $32.43 +20.3%
283 CRCL CIRCLE INTERNET GROUP INC Financial Services 13.0 $814.0 +3.0 +30.0% $62.62 +19.1%
284 PAYSAFE LIMITED 101.0 $754.0 +17.0 +20.2% $7.47
285 VOYA VOYA FINANCIAL INC Financial Services 8.0 $724.0 +7.0 +700.0% $90.50 +10.7%
286 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 8.0 $709.0 +4.0 +100.0% $88.62 -29.4%
287 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 8.0 $698.0 +6.0 +300.0% $87.25 +8.2%
288 LIBERTY MEDIA CORP DEL 7.0 $666.0 +6.0 +600.0% $95.14
289 APPF APPFOLIO INC Technology 4.0 $641.0 +2.0 +100.0% $160.25 +22.3%
290 HP HELMERICH & PAYNE INC Energy 19.0 $622.0 +18.0 +1800.0% $32.74 +36.6%
291 SYNA SYNAPTICS INC Technology 5.0 $621.0 +2.0 +66.7% $124.20 -11.0%
292 MAS MASCO CORP Industrials 7.0 $570.0 +3.0 +75.0% $81.43 -9.2%
293 ALB ALBEMARLE CORP Basic Materials 4.0 $540.0 +1.0 +33.3% $135.00 -0.7%
294 OPENDOOR TECHNOLOGIES INC 1,843.0 $521.0 +10.0 +0.6% $0.28
295 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 17.0 $513.0 +3.0 +21.4% $30.18 -1.7%
296 ALV AUTOLIV INC Consumer Cyclical 4.0 $465.0 +3.0 +300.0% $116.25 +3.9%
297 OPENDOOR TECHNOLOGIES INC 1,843.0 $442.0 +10.0 +0.6% $0.24
298 SWK STANLEY BLACK & DECKER INC Industrials 4.0 $376.0 +2.0 +100.0% $94.00 +5.9%
299 WTFC WINTRUST FINL CORP Financial Services 2.0 $321.0 +1.0 +100.0% $160.50 +0.3%
300 ZG ZILLOW GROUP INC Communication Services 9.0 $282.0 +8.0 +800.0% $31.33 +9.5%
Page 15 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%