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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 23 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WWD WOODWARD INC Industrials 48.0 $20K 0.00% +2.0 +4.3% $425.44 -13.9%
442 CMCSA COMCAST CORP NEW Communication Services 820.0 $20K 0.00% NEW $24.55 +6.7%
443 NYT NEW YORK TIMES CO MTN BE Communication Services 287.0 $20K 0.00% +11.0 +4.0% $69.98 -7.0%
444 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 2,000.0 $20K 0.00% $10.00 -3.0%
445 GPC GENUINE PARTS CO Consumer Cyclical 169.0 $20K 0.00% +165.0 +4125.0% $117.98 +11.8%
446 ODFL OLD DOMINION FREIGHT LINE IN Industrials 92.0 $20K 0.00% +78.0 +557.1% $216.60 -4.0%
447 ACN ACCENTURE PLC IRELAND Technology 160.0 $20K 0.00% -98.0 -38.0% $124.44 +39.0%
448 AXS AXIS CAP HLDGS LTD Financial Services 185.0 $20K 0.00% -94.0 -33.7% $107.44 -6.2%
449 KEY KEYCORP Financial Services 852.0 $20K 0.00% -1K -60.6% $23.05 -1.1%
450 TGT TARGET CORP Consumer Defensive 150.0 $20K 0.00% -2K -91.9% $130.61 +16.7%
451 RHI ROBERT HALF INC. Industrials 637.0 $20K 0.00% -229.0 -26.4% $30.70 +42.5%
452 BBD BANCO BRADESCO S A Financial Services 5,616.0 $19K 0.00% +726.0 +14.8% $3.47 -12.4%
453 IXUS ISHARES TR 202.0 $19K 0.00% -110.0 -35.3% $95.44 +1.1%
454 OTIS OTIS WORLDWIDE CORP Industrials 268.0 $19K 0.00% +7.0 +2.7% $71.60 -1.7%
455 CRS CARPENTER TECHNOLOGY CORP Industrials 31.0 $19K 0.00% +6.0 +24.0% $616.84 -13.8%
456 AVT AVNET INC Technology 213.0 $19K 0.00% +2.0 +0.9% $88.82 +5.2%
457 LITE LUMENTUM HLDGS INC Technology 22.0 $19K 0.00% +18.0 +450.0% $858.05 +1.8%
458 DOCU DOCUSIGN INC Technology 423.0 $19K 0.00% +375.0 +781.2% $44.42 +35.1%
459 RBC RBC BEARINGS INC Industrials 29.0 $19K 0.00% -2.0 -6.5% $644.07 -15.3%
460 DXCM DEXCOM INC Healthcare 277.0 $19K 0.00% +62.0 +28.8% $67.35 +33.0%
Page 23 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%