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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 54 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NOC NORTHROP GRUMMAN CORP Industrials 1.0 $509.0 -6.0 -85.7% $509.00 +15.7%
1062 FIRY INC 50.0 $509.0 $10.18
1063 DY DYCOM INDS INC Industrials 1.0 $506.0 NEW $506.00 -18.0%
1064 BROS DUTCH BROS INC Consumer Cyclical 7.0 $503.0 NEW $71.86 -32.6%
1065 LOAR LOAR HOLDINGS INC Industrials 6.0 $484.0 NEW $80.67 -4.9%
1066 VFC V F CORP Consumer Cyclical 29.0 $484.0 -83.0 -74.1% $16.69 -14.3%
1067 FSLR FIRST SOLAR INC Energy 2.0 $472.0 -41.0 -95.3% $236.00 -6.8%
1068 ALV AUTOLIV INC Consumer Cyclical 4.0 $465.0 +3.0 +300.0% $116.25 +3.5%
1069 BDX BECTON DICKINSON & CO Healthcare 3.0 $454.0 -98.0 -97.0% $151.33 +19.5%
1070 INCY INCYTE CORP Healthcare 4.0 $453.0 -196.0 -98.0% $113.25 +9.0%
1071 L LOEWS CORP Financial Services 4.0 $453.0 -431.0 -99.1% $113.25 -0.7%
1072 ULTA ULTA BEAUTY INC Consumer Cyclical 1.0 $451.0 NEW $451.00 +14.6%
1073 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 4.0 $447.0 NEW $111.75 -6.5%
1074 OPENDOOR TECHNOLOGIES INC 1,843.0 $442.0 +10.0 +0.6% $0.24
1075 CMC COMMERCIAL METALS CO Basic Materials 7.0 $439.0 -5.0 -41.7% $62.71 +13.2%
1076 LIBERTY MEDIA CORP DEL 5.0 $438.0 -21.0 -80.8% $87.60
1077 KIM KIMCO REALTY CORP Real Estate 17.0 $431.0 -7.0 -29.2% $25.35 -4.5%
1078 FNB F N B CORP Financial Services 22.0 $420.0 -596.0 -96.4% $19.09 +0.7%
1079 SMURFIT WESTROCK PLC 9.0 $416.0 -1.0 -10.0% $46.22
1080 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 17.0 $415.0 NEW $24.41 -4.0%
Page 54 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%