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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 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VIRT VIRTU FINL INC Financial Services 43.0 $3K NEW $59.58 +2.9%
142 AJG GALLAGHER ARTHUR J & CO Financial Services 11.0 $3K NEW $229.55 +9.5%
143 USIG ISHARES TR 48.0 $2K NEW $51.29 -2.2%
144 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7.0 $2K NEW $350.00 -3.6%
145 LBRDK LIBERTY BROADBAND CORP Communication Services 73.0 $2K NEW $33.26 +7.2%
146 SMOG VANECK ETF TRUST 16.0 $2K NEW $146.12 -5.5%
147 TKO TKO GROUP HOLDINGS INC Communication Services 11.0 $2K NEW $201.27 -3.6%
148 CSL CARLISLE COS INC Industrials 6.0 $2K NEW $362.83 -1.5%
149 STLD STEEL DYNAMICS INC Basic Materials 9.0 $2K NEW $229.44 +9.5%
150 CCI CROWN CASTLE INC Real Estate 27.0 $2K NEW $74.44 +0.6%
151 EXPO EXPONENT INC Industrials 34.0 $2K NEW $58.76 +16.0%
152 HONEYWELL AEROSPACE INC 9.0 $2K NEW $221.11
153 ASGN EVERFORTH INC Technology 110.0 $2K NEW $17.87 +17.3%
154 FGD FIRST TR EXCHANGE-TRADED FD 60.0 $2K NEW $31.98 +10.4%
155 NRG NRG ENERGY INC Utilities 13.0 $2K NEW $146.08 -17.7%
156 FFIN FIRST FINL BANKSHARES INC Financial Services 53.0 $2K NEW $34.60 -0.3%
157 XEL XCEL ENERGY INC Utilities 22.0 $2K NEW $80.32 -0.8%
158 YUM YUM BRANDS INC Consumer Cyclical 11.0 $2K NEW $159.82 -8.6%
159 GNTX GENTEX CORP Consumer Cyclical 68.0 $2K NEW $25.26 -5.6%
160 AXON AXON ENTERPRISE INC Industrials 3.0 $2K NEW $560.67 +10.4%
Page 8 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%