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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 41 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 HUM HUMANA INC Healthcare 7.0 $3K 0.00% +1.0 +16.7% $397.29 -4.9%
802 CVNA CARVANA CO Consumer Cyclical 42.0 $3K 0.00% +38.0 +950.0% $65.81 +7.1%
803 SLGN SILGAN HLDGS INC Consumer Cyclical 59.0 $3K 0.00% NEW $46.39 -12.5%
804 IPO RENAISSANCE CAP GREENWICH FD 45.0 $3K 0.00% NEW $59.42 -8.9%
805 MKSI MKS INC. Technology 6.0 $3K 0.00% NEW $444.83 -36.9%
806 HIW HIGHWOODS PPTYS INC Real Estate 88.0 $3K 0.00% NEW $30.16 +3.6%
807 SEIC SEI INVTS CO Financial Services 30.0 $3K 0.00% +1.0 +3.5% $87.70 +22.9%
808 MTB M & T BK CORP Financial Services 11.0 $3K 0.00% NEW $238.00 +2.6%
809 FITB FIFTH THIRD BANCORP Financial Services 46.0 $3K 0.00% -641.0 -93.3% $56.37 -2.5%
810 DASH DOORDASH INC Communication Services 14.0 $3K -85.0 -85.9% $184.50 +19.4%
811 AES AES CORP Utilities 176.0 $3K +166.0 +1660.0% $14.66 +0.5%
812 VIRT VIRTU FINL INC Financial Services 43.0 $3K NEW $59.58 +1.5%
813 MPC MARATHON PETE CORP Energy 10.0 $3K -82.0 -89.1% $255.70 +42.1%
814 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2.0 $3K -1.0 -33.3% $1277.50 +10.3%
815 HAYW HAYWARD HLDGS INC Industrials 146.0 $3K -85.0 -36.8% $17.31 -14.0%
816 AJG GALLAGHER ARTHUR J & CO Financial Services 11.0 $3K NEW $229.55 +11.7%
817 SSD SIMPSON MFG INC Industrials 12.0 $3K $209.33 -7.7%
818 ECL ECOLAB INC Basic Materials 9.0 $3K -63.0 -87.5% $278.56 +2.5%
819 FAST FASTENAL CO Industrials 52.0 $2K -240.0 -82.2% $48.04 +7.1%
820 MTZ MASTEC INC Industrials 6.0 $2K $416.00 -34.6%
Page 41 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%