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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 47 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 16.0 $1K NEW $76.38 +7.0%
922 GEN GEN DIGITAL INC Technology 49.0 $1K +12.0 +32.4% $24.90 +13.2%
923 IP INTERNATIONAL PAPER CO Consumer Cyclical 32.0 $1K NEW $38.09 +5.9%
924 ATO ATMOS ENERGY CORP Utilities 7.0 $1K NEW $172.29 -1.0%
925 WRB BERKLEY W R CORP Financial Services 17.0 $1K NEW $70.53 -1.9%
926 EXPAND ENERGY CORPORATION 13.0 $1K NEW $92.23
927 PR PERMIAN RESOURCES CORP Energy 65.0 $1K NEW $18.42 +29.6%
928 TAN INVESCO EXCH TRADED FD TR II 20.0 $1K -251.0 -92.6% $59.15 -15.9%
929 HCA HCA HEALTHCARE INC Healthcare 3.0 $1K -172.0 -98.3% $390.00 +4.2%
930 BROOKFIELD ASSET MANAGMT LTD 26.0 $1K NEW $44.85
931 OMC OMNICOM GROUP INC Communication Services 16.0 $1K -290.0 -94.8% $72.81 +19.6%
932 EWBC EAST WEST BANCORP INC Financial Services 9.0 $1K +6.0 +200.0% $129.11 +0.6%
933 CNP CENTERPOINT ENERGY INC Utilities 26.0 $1K +1.0 +4.0% $44.04 -8.7%
934 EXPD EXPEDITORS INTL WASH INC Industrials 7.0 $1K +1.0 +16.7% $163.00 +14.4%
935 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 3.0 $1K NEW $380.33 -30.0%
936 PINS PINTEREST INC Communication Services 54.0 $1K -917.0 -94.4% $21.04 +10.4%
937 URI UNITED RENTALS INC Industrials 1.0 $1K -46.0 -97.9% $1133.00 -3.3%
938 RVMD REVOLUTION MEDICINES INC Healthcare 6.0 $1K NEW $187.33 +13.0%
939 AMKR AMKOR TECHNOLOGY INC Technology 13.0 $1K NEW $86.23 -41.0%
940 RS RELIANCE INC Basic Materials 3.0 $1K NEW $373.67 +1.8%
Page 47 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%