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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 21 of 27  ·  533 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EXPE EXPEDIA GROUP INC Consumer Cyclical 3.0 $768.0 -616.0 -99.5% $256.00 +25.6%
402 INSM INSMED INC Healthcare 7.0 $746.0 -51.0 -87.9% $106.57 +20.5%
403 CRBG COREBRIDGE FINL INC Financial Services 26.0 $744.0 -420.0 -94.2% $28.62 +15.7%
404 ESTC ELASTIC N V Technology 13.0 $741.0 -512.0 -97.5% $57.00 +49.1%
405 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 32.0 $676.0 -547.0 -94.5% $21.12 -16.6%
406 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7.0 $645.0 -210.0 -96.8% $92.14 -1.5%
407 VTRS VIATRIS INC Healthcare 40.0 $635.0 -26.0 -39.4% $15.88 +1.9%
408 SOLV SOLVENTUM CORP Healthcare 8.0 $617.0 -58.0 -87.9% $77.12 +13.4%
409 TW TRADEWEB MKTS INC Financial Services 6.0 $598.0 -120.0 -95.2% $99.67 +5.8%
410 LII LENNOX INTL INC Industrials 1.0 $573.0 -2.0 -66.7% $573.00 -28.3%
411 QRVO QORVO INC Technology 6.0 $560.0 -98.0 -94.2% $93.33 +2.5%
412 SAIC SCIENCE APPLICATIONS INTL CO Technology 5.0 $552.0 -21.0 -80.8% $110.40 +14.1%
413 MCHP MICROCHIP TECHNOLOGY INC. Technology 6.0 $547.0 -51.0 -89.5% $91.17 -14.2%
414 LNT ALLIANT ENERGY CORP Utilities 7.0 $534.0 -204.0 -96.7% $76.29 -8.3%
415 DDS DILLARDS INC Consumer Cyclical 1.0 $528.0 -7.0 -87.5% $528.00 +10.7%
416 NOC NORTHROP GRUMMAN CORP Industrials 1.0 $509.0 -6.0 -85.7% $509.00 +15.7%
417 VFC V F CORP Consumer Cyclical 29.0 $484.0 -83.0 -74.1% $16.69 -14.3%
418 FSLR FIRST SOLAR INC Energy 2.0 $472.0 -41.0 -95.3% $236.00 -6.8%
419 BDX BECTON DICKINSON & CO Healthcare 3.0 $454.0 -98.0 -97.0% $151.33 +19.5%
420 INCY INCYTE CORP Healthcare 4.0 $453.0 -196.0 -98.0% $113.25 +9.0%
Page 21 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%