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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 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TXN TEXAS INSTRS INC Technology 83.0 $25K 0.01% -31.0 -27.2% $298.07 -8.9%
402 ROST ROSS STORES INC Consumer Cyclical 116.0 $25K 0.01% -18.0 -13.4% $212.85 +11.8%
403 FRT FEDERAL RLTY INVT TR NEW Real Estate 200.0 $25K 0.01% +1.0 +0.5% $123.44 -4.8%
404 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 286.0 $25K 0.01% NEW $86.09 +15.6%
405 DOV DOVER CORP Industrials 109.0 $24K 0.01% +6.0 +5.8% $224.28 -9.2%
406 DVN DEVON ENERGY CORP NEW Energy 591.0 $24K 0.01% +11.0 +1.9% $41.32 +15.9%
407 TREX TREX INC Industrials 486.0 $24K 0.01% +4.0 +0.8% $50.04 -4.2%
408 SCHD SCHWAB STRATEGIC TR 762.0 $24K 0.01% -6K -89.1% $31.71 +9.1%
409 SPOT SPOTIFY TECHNOLOGY S A Communication Services 52.0 $24K 0.01% -57.0 -52.3% $459.13 +13.5%
410 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 44.0 $24K 0.01% -16.0 -26.7% $541.84 -4.4%
411 FNDC SCHWAB STRATEGIC TR 490.0 $24K 0.01% +3.0 +0.6% $48.56 +4.2%
412 PG PROCTER & GAMBLE CO Consumer Defensive 162.0 $24K 0.01% -982.0 -85.8% $146.64 -2.1%
413 NTNX NUTANIX INC Technology 466.0 $24K 0.01% +206.0 +79.2% $50.96 +29.6%
414 SNOW SNOWFLAKE INC Technology 93.0 $24K 0.01% -113.0 -54.9% $254.51 +27.5%
415 SCHB SCHWAB STRATEGIC TR 807.0 $23K 0.01% NEW $28.96 +2.6%
416 LECO LINCOLN ELEC HLDGS INC Industrials 88.0 $23K 0.01% $265.51 +6.3%
417 ALGN ALIGN TECHNOLOGY INC Healthcare 138.0 $23K 0.00% +22.0 +19.0% $168.66 +0.0%
418 HUBS HUBSPOT INC Technology 127.0 $23K 0.00% -47.0 -27.0% $182.51 +25.4%
419 NET CLOUDFLARE INC Technology 94.0 $23K 0.00% +52.0 +123.8% $245.28 +23.1%
420 OC OWENS CORNING NEW Industrials 144.0 $23K 0.00% +88.0 +157.1% $158.96 -4.9%
Page 21 of 74  ·  1,477 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%