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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 45 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CINF CINCINNATI FINL CORP Financial Services 9.0 $2K NEW $185.11 -9.1%
882 INOVIO PHARMACEUTICALS INC 1,500.0 $2K $1.10
883 PHM PULTE GROUP INC Consumer Cyclical 12.0 $2K NEW $137.25 -7.0%
884 WEC WEC ENERGY GROUP INC Utilities 14.0 $2K -171.0 -92.4% $116.79 -7.1%
885 TIGO MILLICOM INTL CELLULAR S A Communication Services 18.0 $2K +1.0 +5.9% $90.78 -0.3%
886 FE FIRSTENERGY CORP Utilities 34.0 $2K +2.0 +6.2% $47.53 -0.7%
887 BKR BAKER HUGHES COMPANY Energy 29.0 $2K -81.0 -73.6% $55.52 +13.1%
888 NKE NIKE INC Consumer Cyclical 39.0 $2K -771.0 -95.2% $41.05 -2.0%
889 IDXX IDEXX LABS INC Healthcare 3.0 $2K NEW $526.33 +3.7%
890 COHR COHERENT CORP Technology 4.0 $2K -12.0 -75.0% $394.50 -26.5%
891 RVTY REVVITY INC Healthcare 14.0 $2K +12.0 +600.0% $111.29 +11.5%
892 ZS ZSCALER INC Technology 11.0 $2K -61.0 -84.7% $141.18 +23.9%
893 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 121.0 $2K +1.0 +0.8% $12.78 +46.6%
894 CCC CCC INTELLIGENT SOLUTIONS HL Technology 299.0 $2K NEW $5.16 +44.4%
895 SLB SLB LIMITED Energy 33.0 $2K NEW $46.48 +15.2%
896 PGNY PROGYNY INC Healthcare 53.0 $2K NEW $28.83 -10.0%
897 ROKU ROKU INC Communication Services 11.0 $2K -126.0 -92.0% $138.18 +13.7%
898 BE BLOOM ENERGY CORP Industrials 5.0 $2K NEW $302.80 -33.1%
899 QLYS QUALYS INC Technology 11.0 $2K NEW $137.45 +32.6%
900 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 21.0 $1K -152.0 -87.9% $70.86 +3.9%
Page 45 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%