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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 52 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CART MAPLEBEAR INC Consumer Cyclical 14.0 $663.0 NEW $47.36 +3.3%
1022 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 66.0 $645.0 $9.77 -80.3%
1023 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7.0 $645.0 -210.0 -96.8% $92.14 -1.5%
1024 AMER SPORTS INC 19.0 $643.0 NEW $33.84
1025 APPF APPFOLIO INC Technology 4.0 $641.0 +2.0 +100.0% $160.25 +27.3%
1026 UEC URANIUM ENERGY CORP Energy 60.0 $640.0 NEW $10.67 +2.8%
1027 VTRS VIATRIS INC Healthcare 40.0 $635.0 -26.0 -39.4% $15.88 +1.9%
1028 PEN PENUMBRA INC Healthcare 2.0 $632.0 NEW $316.00 +2.8%
1029 DLB DOLBY LABORATORIES INC Technology 12.0 $631.0 NEW $52.58 +16.2%
1030 QIAGEN NV 16.0 $626.0 NEW $39.12
1031 HP HELMERICH & PAYNE INC Energy 19.0 $622.0 +18.0 +1800.0% $32.74 +35.0%
1032 SYNA SYNAPTICS INC Technology 5.0 $621.0 +2.0 +66.7% $124.20 -15.6%
1033 SOLV SOLVENTUM CORP Healthcare 8.0 $617.0 -58.0 -87.9% $77.12 +13.4%
1034 EVRG EVERGY INC Utilities 7.0 $605.0 NEW $86.43 -3.5%
1035 NDSN NORDSON CORP Industrials 2.0 $603.0 NEW $301.50 +0.9%
1036 TW TRADEWEB MKTS INC Financial Services 6.0 $598.0 -120.0 -95.2% $99.67 +5.8%
1037 MSM MSC INDL DIRECT INC Industrials 5.0 $595.0 NEW $119.00 +3.0%
1038 RNG RINGCENTRAL INC Technology 15.0 $585.0 NEW $39.00 +67.2%
1039 LII LENNOX INTL INC Industrials 1.0 $573.0 -2.0 -66.7% $573.00 -28.3%
1040 MAS MASCO CORP Industrials 7.0 $570.0 +3.0 +75.0% $81.43 -9.9%
Page 52 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%