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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 59 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 4.0 $211.0 NEW $52.75 -13.1%
1162 OZK BANK OZK LITTLE ROCK ARK Financial Services 4.0 $208.0 NEW $52.00 -2.4%
1163 LUV SOUTHWEST AIRLS CO Industrials 4.0 $206.0 -13.0 -76.5% $51.50 -17.5%
1164 XPO XPO INC Industrials 1.0 $205.0 NEW $205.00 -1.1%
1165 HUN HUNTSMAN CORP Basic Materials 19.0 $202.0 +14.0 +280.0% $10.63 -5.5%
1166 HXL HEXCEL CORP NEW Industrials 2.0 $200.0 NEW $100.00 +1.2%
1167 RGLD ROYAL GOLD INC Basic Materials 1.0 $200.0 NEW $200.00 +15.2%
1168 VENTURE GLOBAL INC 18.0 $200.0 NEW $11.11
1169 BWXT BWX TECHNOLOGIES INC Industrials 1.0 $195.0 NEW $195.00 -15.4%
1170 TOST TOAST INC Technology 7.0 $195.0 NEW $27.86 +25.5%
1171 ADSK AUTODESK INC Technology 1.0 $194.0 -57.0 -98.3% $194.00 +27.2%
1172 CNA CNA FINL CORP Financial Services 4.0 $194.0 -18.0 -81.8% $48.50 +3.8%
1173 H HYATT HOTELS CORP Consumer Cyclical 1.0 $194.0 NEW $194.00 -7.9%
1174 DOGWOOD THERAPEUTICS INC 120.0 $193.0 $1.61
1175 CLVT CLARIVATE PLC Technology 89.0 $192.0 NEW $2.16 -12.4%
1176 OGN ORGANON & CO Healthcare 14.0 $190.0 -324.0 -95.9% $13.57 +0.8%
1177 DV DOUBLEVERIFY HLDGS INC Technology 17.0 $184.0 NEW $10.82 +22.6%
1178 APTIV PLC 3.0 $184.0 -37.0 -92.5% $61.33
1179 UNM UNUM GROUP Financial Services 2.0 $179.0 NEW $89.50 +0.3%
1180 CERT CERTARA INC Healthcare 27.0 $177.0 NEW $6.56 +22.2%
Page 59 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%