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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 25 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 WSC WILLSCOT HLDGS CORP Industrials NEW
482 XMTR XOMETRY INC Industrials NEW
483 YETI YETI HLDGS INC Consumer Cyclical NEW
484 ZWS ZURN ELKAY WATER SOLNS CORP Industrials NEW
485 GTES GATES INDL CORP PLC Industrials NEW
486 HELE HELEN OF TROY LTD Consumer Defensive NEW
487 VAL VALARIS LTD Energy NEW
488 PRGO PERRIGO CO PLC Healthcare NEW
489 ONON ON HLDG AG Consumer Cyclical NEW
490 GLOB GLOBANT S A Technology NEW
491 CANADIAN PACIFIC KANSAS CITY NEW
492 GAMESTOP CORP NEW
493 INTERNATIONAL BANCSHARES COR NEW
494 TXNM ENERGY INC NEW
495 RB GLOBAL INC NEW
496 FTAI AVIATION LTD NEW
497 LIBERTY GLOBAL LTD NEW
Page 25 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%