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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 61 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 SN SHARKNINJA INC Consumer Cyclical 1.0 $152.0 NEW $152.00 +20.3%
1202 IDA IDACORP INC Utilities 1.0 $151.0 NEW $151.00 -5.9%
1203 CAR AVIS BUDGET GROUP INC Industrials 1.0 $148.0 -684.0 -99.8% $148.00 -7.0%
1204 TENB TENABLE HLDGS INC Technology 4.0 $148.0 NEW $37.00 -1.8%
1205 DTM DT MIDSTREAM INC Energy 1.0 $147.0 NEW $147.00 -7.7%
1206 FUBO FUBOTV INC Communication Services 16.0 $147.0 NEW $9.19 +8.7%
1207 BRBR BELLRING BRANDS INC Consumer Defensive 11.0 $142.0 -565.0 -98.1% $12.91 -19.6%
1208 CDW CDW CORP Technology 1.0 $141.0 NEW $141.00 -4.3%
1209 M MACYS INC Consumer Cyclical 6.0 $141.0 -113.0 -95.0% $23.50 -1.1%
1210 ALLE ALLEGION PLC Industrials 1.0 $140.0 -16.0 -94.1% $140.00 +14.2%
1211 LVS LAS VEGAS SANDS CORP Consumer Cyclical 3.0 $139.0 -651.0 -99.5% $46.33 -1.9%
1212 JKHY HENRY JACK & ASSOC INC Technology 1.0 $138.0 -3.0 -75.0% $138.00 +11.0%
1213 MTN VAIL RESORTS INC Consumer Cyclical 1.0 $136.0 -343.0 -99.7% $136.00 +10.1%
1214 RMBS RAMBUS INC DEL Technology 1.0 $133.0 -16.0 -94.1% $133.00 -29.5%
1215 UHAL U HAUL HOLDING COMPANY Industrials 2.0 $131.0 NEW $65.50 +10.5%
1216 AAON AAON INC Industrials 1.0 $127.0 NEW $127.00 -35.4%
1217 ATR APTARGROUP INC Healthcare 1.0 $125.0 -9.0 -90.0% $125.00 +5.4%
1218 CROX CROCS INC Consumer Cyclical 1.0 $121.0 -23.0 -95.8% $121.00 +6.3%
1219 LIBERTY GLOBAL LTD 11.0 $121.0 -2.0 -15.4% $11.00
1220 PEGA PEGASYSTEMS INC Technology 4.0 $120.0 NEW $30.00 +8.3%
Page 61 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%