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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 13 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MRNA MODERNA INC Healthcare 135.0 $9K 0.00% -126.0 -48.3% $70.03 -9.9%
242 INVH INVITATION HOMES INC Real Estate 312.0 $9K 0.00% -186.0 -37.4% $30.21 -0.8%
243 LFUS LITTELFUSE INC Technology 20.0 $9K 0.00% -9.0 -31.0% $455.35 -2.5%
244 SCHW SCHWAB CHARLES CORP Financial Services 96.0 $9K 0.00% -366.0 -79.2% $92.27 +21.3%
245 NOW SERVICENOW INC Technology 89.0 $9K 0.00% -381.0 -81.1% $99.28 +21.3%
246 GRMN GARMIN LTD Technology 37.0 $9K 0.00% -5.0 -11.9% $237.54 +25.2%
247 HPQ HP INC Technology 381.0 $8K 0.00% -670.0 -63.8% $21.94 +36.4%
248 VRSK VERISK ANALYTICS INC Industrials 46.0 $8K 0.00% -30.0 -39.5% $179.52 +0.7%
249 OMF ONEMAIN HLDGS INC Financial Services 134.0 $8K 0.00% -660.0 -83.1% $60.97 +8.6%
250 UNP UNION PAC CORP Industrials 30.0 $8K 0.00% -8.0 -21.1% $272.00 +11.0%
251 MORN MORNINGSTAR INC Financial Services 52.0 $8K 0.00% -4.0 -7.1% $156.02 +35.5%
252 NEU NEWMARKET CORP Basic Materials 10.0 $8K 0.00% -1.0 -9.1% $791.20 +20.2%
253 SPGI S&P GLOBAL INC Financial Services 19.0 $8K 0.00% -25.0 -56.8% $407.26 +2.3%
254 DE DEERE & CO Industrials 12.0 $8K 0.00% -56.0 -82.3% $634.33 -6.1%
255 MUSA MURPHY USA INC Consumer Cyclical 14.0 $8K 0.00% -7.0 -33.3% $538.86 +8.1%
256 TMO THERMO FISHER SCIENTIFIC INC Healthcare 15.0 $8K 0.00% -104.0 -87.4% $501.33 +17.3%
257 ROP ROPER TECHNOLOGIES INC Industrials 22.0 $7K 0.00% -29.0 -56.9% $338.41 +17.9%
258 CI THE CIGNA GROUP Healthcare 27.0 $7K 0.00% -111.0 -80.4% $275.67 +2.0%
259 EA ELECTRONIC ARTS INC Communication Services 36.0 $7K 0.00% -666.0 -94.9% $205.03 +2.3%
260 GAP GAP INC Consumer Cyclical 394.0 $7K 0.00% -110.0 -21.8% $18.68 +7.9%
Page 13 of 27  ·  533 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%