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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 31 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SLM SLM CORP Financial Services 354.0 $9K 0.00% NEW $25.94 +3.6%
602 LFUS LITTELFUSE INC Technology 20.0 $9K 0.00% -9.0 -31.0% $455.35 -3.9%
603 VNO VORNADO RLTY TR Real Estate 231.0 $9K 0.00% +230.0 +10000.0% $39.30 -3.9%
604 BURL BURLINGTON STORES INC Consumer Cyclical 28.0 $9K 0.00% +26.0 +1300.0% $316.79 +6.4%
605 SCHW SCHWAB CHARLES CORP Financial Services 96.0 $9K 0.00% -366.0 -79.2% $92.27 +21.0%
606 NOW SERVICENOW INC Technology 89.0 $9K 0.00% -381.0 -81.1% $99.28 +20.4%
607 GRMN GARMIN LTD Technology 37.0 $9K 0.00% -5.0 -11.9% $237.54 +25.2%
608 KNSL KINSALE CAP GROUP INC Financial Services 26.0 $9K 0.00% +25.0 +2500.0% $329.81 +13.0%
609 MZTI MARZETTI COMPANY Consumer Defensive 74.0 $8K 0.00% NEW $114.16 +1.2%
610 AMH AMERICAN HOMES 4 RENT Real Estate 252.0 $8K 0.00% +238.0 +1700.0% $33.52 +0.4%
611 DVY ISHARES TR 54.0 $8K 0.00% NEW $156.30 +5.5%
612 HPQ HP INC Technology 381.0 $8K 0.00% -670.0 -63.8% $21.94 +36.6%
613 CORT CORCEPT THERAPEUTICS INC Healthcare 95.0 $8K 0.00% +63.0 +196.9% $86.95 +35.8%
614 VRSK VERISK ANALYTICS INC Industrials 46.0 $8K 0.00% -30.0 -39.5% $179.52 -0.4%
615 CDNS CADENCE DESIGN SYSTEM INC Technology 22.0 $8K 0.00% +5.0 +29.4% $375.32 -15.7%
616 FROG JFROG LTD Technology 90.0 $8K 0.00% $90.88 +0.8%
617 WELL WELLTOWER INC Real Estate 36.0 $8K 0.00% NEW $226.97 +3.8%
618 OMF ONEMAIN HLDGS INC Financial Services 134.0 $8K 0.00% -660.0 -83.1% $60.97 +6.2%
619 UNP UNION PAC CORP Industrials 30.0 $8K 0.00% -8.0 -21.1% $272.00 +9.8%
620 SIRI SIRIUSXM HOLDINGS INC Communication Services 275.0 $8K 0.00% NEW $29.54 -3.1%
Page 31 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%