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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 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LIVN LIVANOVA PLC Healthcare 11.0 $905.0 NEW $82.27 -2.9%
202 BRO BROWN & BROWN INC Financial Services 14.0 $898.0 NEW $64.14 +8.1%
203 VMC VULCAN MATLS CO Basic Materials 3.0 $885.0 NEW $295.00 -7.9%
204 TPL TEXAS PACIFIC LAND CORPORATI Energy 2.0 $875.0 NEW $437.50 -16.5%
205 WDAY WORKDAY INC Technology 7.0 $857.0 NEW $122.43 +55.7%
206 FFIV F5 INC Technology 2.0 $832.0 NEW $416.00 -5.4%
207 WK WORKIVA INC Technology 17.0 $825.0 NEW $48.53 +44.4%
208 BOX BOX INC Technology 31.0 $823.0 NEW $26.55 +22.2%
209 BKH BLACK HILLS CORP Utilities 11.0 $818.0 NEW $74.36 -1.6%
210 AGX ARGAN INC Industrials 1.0 $799.0 NEW $799.00 -30.8%
211 CASY CASEYS GEN STORES INC Consumer Cyclical 1.0 $795.0 NEW $795.00 +7.5%
212 FTV FORTIVE CORP Technology 13.0 $794.0 NEW $61.08 -2.7%
213 COLB COLUMBIA BKG SYS INC Financial Services 24.0 $769.0 NEW $32.04 +0.3%
214 CRSP CRISPR THERAPEUTICS AG Healthcare 14.0 $764.0 NEW $54.57 -2.9%
215 WAT WATERS CORP Healthcare 2.0 $750.0 NEW $375.00 +7.0%
216 USFD US FOODS HLDG CORP Consumer Defensive 7.0 $716.0 NEW $102.29 +4.5%
217 RRX REGAL REXNORD CORPORATION Industrials 3.0 $715.0 NEW $238.33 -27.9%
218 FERG FERGUSON ENTERPRISES INC Industrials 3.0 $712.0 NEW $237.33 +3.0%
219 AMCOR PLC 16.0 $694.0 NEW $43.38
220 CART MAPLEBEAR INC Consumer Cyclical 14.0 $663.0 NEW $47.36 +3.3%
Page 11 of 25  ·  497 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%