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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 8 of 16  ·  311 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DVN DEVON ENERGY CORP NEW Energy 591.0 $24K 0.01% +11.0 +1.9% $41.32 +15.9%
142 TREX TREX INC Industrials 486.0 $24K 0.01% +4.0 +0.8% $50.04 -2.6%
143 FNDC SCHWAB STRATEGIC TR 490.0 $24K 0.01% +3.0 +0.6% $48.56 +4.3%
144 NTNX NUTANIX INC Technology 466.0 $24K 0.01% +206.0 +79.2% $50.96 +29.2%
145 ALGN ALIGN TECHNOLOGY INC Healthcare 138.0 $23K 0.00% +22.0 +19.0% $168.66 +1.9%
146 NET CLOUDFLARE INC Technology 94.0 $23K 0.00% +52.0 +123.8% $245.28 +22.3%
147 OC OWENS CORNING NEW Industrials 144.0 $23K 0.00% +88.0 +157.1% $158.96 -4.7%
148 ITT ITT INC Industrials 114.0 $23K 0.00% +1.0 +0.9% $197.76 +9.6%
149 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 428.0 $23K 0.00% +361.0 +538.8% $52.65 +22.3%
150 BR BROADRIDGE FINL SOLUTIONS IN Technology 164.0 $22K 0.00% +146.0 +811.1% $136.95 +26.6%
151 KMX CARMAX INC Consumer Cyclical 424.0 $22K 0.00% +4.0 +0.9% $52.89 +10.0%
152 RBRK RUBRIK INC. Technology 276.0 $22K 0.00% +102.0 +58.6% $80.28 +24.0%
153 CHTR CHARTER COMMUNICATIONS INC Communication Services 155.0 $22K 0.00% +92.0 +146.0% $142.21 +6.2%
154 BK BANK OF NY MELLON CORP Financial Services 148.0 $21K 0.00% +13.0 +9.6% $144.61 -1.9%
155 ONTO ONTO INNOVATION INC Technology 56.0 $21K 0.00% +1.0 +1.8% $378.45 -16.3%
156 CR CRANE COMPANY Industrials 95.0 $21K 0.00% +5.0 +5.6% $223.07 -3.5%
157 WWD WOODWARD INC Industrials 48.0 $20K 0.00% +2.0 +4.3% $425.44 -14.1%
158 NYT NEW YORK TIMES CO MTN BE Communication Services 287.0 $20K 0.00% +11.0 +4.0% $69.98 -6.2%
159 GPC GENUINE PARTS CO Consumer Cyclical 169.0 $20K 0.00% +165.0 +4125.0% $117.98 +13.8%
160 ODFL OLD DOMINION FREIGHT LINE IN Industrials 92.0 $20K 0.00% +78.0 +557.1% $216.60 -2.8%
Page 8 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%