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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 40 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FLUTTER ENTMT PLC 31.0 $3K 0.00% NEW $102.16
782 EXP EAGLE MATLS INC Basic Materials 14.0 $3K 0.00% -71.0 -83.5% $225.00 -9.8%
783 KDP KEURIG DR PEPPER INC Consumer Defensive 96.0 $3K 0.00% -995.0 -91.2% $32.73 -3.3%
784 NUE NUCOR CORP Basic Materials 14.0 $3K 0.00% NEW $222.79 +7.9%
785 DT DYNATRACE INC Technology 71.0 $3K 0.00% +26.0 +57.8% $43.92 +12.0%
786 REGN REGENERON PHARMACEUTICALS Healthcare 5.0 $3K 0.00% -63.0 -92.7% $623.60 +32.6%
787 KD KYNDRYL HLDGS INC Technology 275.0 $3K 0.00% -602.0 -68.6% $11.31 +8.9%
788 DFTX DEFINIUM THERAPEUTICS INC Healthcare 66.0 $3K 0.00% NEW $47.05 -3.5%
789 SHW SHERWIN WILLIAMS CO Basic Materials 9.0 $3K 0.00% NEW $344.33 +0.7%
790 NATWEST GROUP PLC 175.0 $3K 0.00% +6.0 +3.5% $17.67
791 ETSY INC 41.0 $3K 0.00% -107.0 -72.3% $75.34
792 CAH CARDINAL HEALTH INC Healthcare 13.0 $3K 0.00% -45.0 -77.6% $237.54 -3.8%
793 CHRD CHORD ENERGY CORPORATION Energy 27.0 $3K 0.00% NEW $114.30 +30.2%
794 EVR EVERCORE INC Financial Services 9.0 $3K 0.00% -15.0 -62.5% $341.44 -15.9%
795 CTAS CINTAS CORP Industrials 18.0 $3K 0.00% NEW $170.06 +19.7%
796 CNO CNO FINL GROUP INC Financial Services 60.0 $3K 0.00% NEW $50.98 +4.2%
797 FANG DIAMONDBACK ENERGY INC Energy 17.0 $3K 0.00% NEW $175.76 +20.1%
798 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 37.0 $3K 0.00% -36.0 -49.3% $79.22 +5.3%
799 CELH CELSIUS HLDGS INC Consumer Defensive 99.0 $3K 0.00% -3K -96.7% $29.28 +11.1%
800 CENCORA INC 10.0 $3K 0.00% -8.0 -44.4% $283.00
Page 40 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%