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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 35 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 BWA BORGWARNER INC Consumer Cyclical 92.0 $6K 0.00% +1.0 +1.1% $66.40 +2.3%
682 CVLT COMMVAULT SYS INC Technology 43.0 $6K 0.00% NEW $141.72 +0.8%
683 GSEU GOLDMAN SACHS ETF TR 125.0 $6K 0.00% $48.56 +2.8%
684 JD JD.COM INC Consumer Cyclical 238.0 $6K 0.00% NEW $25.48 +13.1%
685 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 121.0 $6K 0.00% -190.0 -61.1% $49.98 +7.7%
686 DAR DARLING INGREDIENTS INC Consumer Defensive 110.0 $6K 0.00% +3.0 +2.8% $54.62 +25.1%
687 LSTR LANDSTAR SYS INC Industrials 29.0 $6K 0.00% NEW $206.79 -10.0%
688 LKQ LKQ CORP Consumer Cyclical 224.0 $6K 0.00% NEW $26.33 -4.5%
689 MANH MANHATTAN ASSOCIATES INC Technology 42.0 $6K 0.00% -84.0 -66.7% $139.26 +42.5%
690 PWR QUANTA SVCS INC Industrials 8.0 $6K 0.00% -41.0 -83.7% $720.00 -3.3%
691 SHOP SHOPIFY INC Technology 50.0 $6K 0.00% -242.0 -82.9% $114.18 +28.4%
692 NSC NORFOLK SOUTHN CORP Industrials 18.0 $6K 0.00% -25.0 -58.1% $314.61 +7.7%
693 EEFT EURONET WORLDWIDE INC Technology 77.0 $6K 0.00% +75.0 +3750.0% $73.19 -5.4%
694 HEICO CORP NEW 21.0 $5K 0.00% +14.0 +200.0% $257.90
695 A AGILENT TECHNOLOGIES INC Healthcare 40.0 $5K 0.00% +22.0 +122.2% $132.82 +11.8%
696 GILD GILEAD SCIENCES INC Healthcare 42.0 $5K 0.00% -262.0 -86.2% $126.33 +13.5%
697 MCK MCKESSON CORP Healthcare 7.0 $5K 0.00% -44.0 -86.3% $755.57 +15.0%
698 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 55.0 $5K 0.00% NEW $96.13 -50.7%
699 NNE NANO NUCLEAR ENERGY INC Industrials 250.0 $5K 0.00% $21.14 -13.7%
700 G GENPACT LIMITED Technology 192.0 $5K 0.00% -246.0 -56.2% $27.50 +26.0%
Page 35 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%