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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 55 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ZION ZIONS BANCORPORATION NATL AS Financial Services 6.0 $415.0 NEW $69.17 +2.5%
1082 AXTA AXALTA COATING SYS LTD Basic Materials 12.0 $411.0 -62.0 -83.8% $34.25 +3.4%
1083 KEX KIRBY CORP Industrials 3.0 $408.0 -30.0 -90.9% $136.00 +2.8%
1084 NFE NEW FORTRESS ENERGY INC Utilities 1,124.0 $408.0 NEW $0.36 -19.0%
1085 TEM TEMPUS AI INC Healthcare 7.0 $406.0 NEW $58.00 -14.9%
1086 GTM ZOOMINFO TECHNOLOGIES INC Technology 134.0 $393.0 NEW $2.93 +30.2%
1087 HOG HARLEY DAVIDSON INC Consumer Cyclical 16.0 $391.0 NEW $24.44 +11.4%
1088 ADNT ADIENT PLC Consumer Cyclical 21.0 $386.0 NEW $18.38 +6.0%
1089 FHN FIRST HORIZON CORPORATION Financial Services 15.0 $385.0 NEW $25.67 +0.6%
1090 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 13.0 $384.0 NEW $29.54 -7.0%
1091 MATX MATSON INC Industrials 2.0 $384.0 $192.00 +13.7%
1092 VNOM VIPER ENERGY INC Energy 9.0 $382.0 NEW $42.44 +2.7%
1093 GRAN TIERRA ENERGY INC 61.0 $381.0 $6.25
1094 TFX TELEFLEX INCORPORATED Healthcare 3.0 $380.0 NEW $126.67 +4.1%
1095 BBY BEST BUY INC Consumer Cyclical 5.0 $379.0 -453.0 -98.9% $75.80 +15.1%
1096 CHRW C H ROBINSON WORLDWIDE IN Industrials 2.0 $377.0 NEW $188.50 -23.3%
1097 SWK STANLEY BLACK & DECKER INC Industrials 4.0 $376.0 +2.0 +100.0% $94.00 +4.7%
1098 PVH PVH CORPORATION Consumer Cyclical 5.0 $371.0 NEW $74.20 +6.1%
1099 GWRE GUIDEWIRE SOFTWARE INC Technology 3.0 $369.0 -61.0 -95.3% $123.00 +44.5%
1100 HQY HEALTHEQUITY INC Healthcare 4.0 $361.0 NEW $90.25 +13.9%
Page 55 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%