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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 22 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 OXY OCCIDENTAL PETE CORP Energy 469.0 $23K 0.00% -281.0 -37.5% $48.57 +23.1%
422 MMM 3M CO Industrials 140.0 $23K 0.00% -96.0 -40.7% $161.91 +11.8%
423 ITT ITT INC Industrials 114.0 $23K 0.00% +1.0 +0.9% $197.76 +10.1%
424 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 428.0 $23K 0.00% +361.0 +538.8% $52.65 +24.1%
425 BR BROADRIDGE FINL SOLUTIONS IN Technology 164.0 $22K 0.00% +146.0 +811.1% $136.95 +24.0%
426 KMX CARMAX INC Consumer Cyclical 424.0 $22K 0.00% +4.0 +0.9% $52.89 +8.5%
427 MO ALTRIA GROUP INC Consumer Defensive 312.0 $22K 0.00% -1K -78.2% $71.86 -9.3%
428 PEP PEPSICO INC Consumer Defensive 164.0 $22K 0.00% -823.0 -83.4% $135.40 +3.5%
429 RBRK RUBRIK INC. Technology 276.0 $22K 0.00% +102.0 +58.6% $80.28 +25.3%
430 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 205.0 $22K 0.00% -6.0 -2.8% $107.78 +5.0%
431 CHTR CHARTER COMMUNICATIONS INC Communication Services 155.0 $22K 0.00% +92.0 +146.0% $142.21 +4.3%
432 UPS UNITED PARCEL SVCS INC Industrials 204.0 $22K 0.00% -204.0 -50.0% $107.50 -5.2%
433 IQVIA HLDGS INC 113.0 $22K 0.00% -25.0 -18.1% $193.22
434 NTES NETEASE COM INC Technology 169.0 $22K 0.00% NEW $128.14 -2.6%
435 VIG VANGUARD SPECIALIZED FUNDS 91.0 $22K 0.00% -293.0 -76.3% $236.40 +3.4%
436 BK BANK OF NY MELLON CORP Financial Services 148.0 $21K 0.00% +13.0 +9.6% $144.61 -0.6%
437 ONTO ONTO INNOVATION INC Technology 56.0 $21K 0.00% +1.0 +1.8% $378.45 -16.7%
438 CR CRANE COMPANY Industrials 95.0 $21K 0.00% +5.0 +5.6% $223.07 -3.6%
439 HD HOME DEPOT INC Consumer Cyclical 59.0 $21K 0.00% -167.0 -73.9% $352.68 -4.3%
440 LNG CHENIERE ENERGY INC Energy 87.0 $21K 0.00% -43.0 -33.1% $239.01 +14.5%
Page 22 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%