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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 62 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 SUI SUN CMNTYS INC Real Estate 1.0 $120.0 -30.0 -96.8% $120.00 +0.2%
1222 FRMI FERMI INC Utilities 13.0 $119.0 NEW $9.15 -37.2%
1223 NXT NEXTPOWER INC Technology 1.0 $119.0 NEW $119.00 -23.4%
1224 RLI RLI CORP Financial Services 2.0 $118.0 -84.0 -97.7% $59.00 +9.0%
1225 XYL XYLEM INC Industrials 1.0 $118.0 -7.0 -87.5% $118.00 -3.5%
1226 CBAK ENERGY TECHNOLOGY LTD 200.0 $118.0 NEW $0.59
1227 AURORA CANNABIS INC 41.0 $114.0 -1K -96.1% $2.78
1228 CPT CAMDEN PPTY TR Real Estate 1.0 $114.0 NEW $114.00 -5.9%
1229 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 3.0 $113.0 NEW $37.67 +9.5%
1230 RPM RPM INTL INC Basic Materials 1.0 $111.0 -100.0 -99.0% $111.00 -0.4%
1231 AAL AMERICAN AIRLINES GROUP INC Industrials 6.0 $108.0 -75.0 -92.6% $18.00 -22.0%
1232 BROWN FORMAN CORP 4.0 $107.0 NEW $26.75
1233 ROIV ROIVANT SCIENCES LTD Healthcare 3.0 $106.0 -45.0 -93.8% $35.33 +5.8%
1234 JAMES HARDIE INDS PLC 4.0 $105.0 $26.25
1235 SPEM SPDR INDEX SHS FDS 2.0 $105.0 NEW $52.50 -1.5%
1236 ALKS ALKERMES PLC Healthcare 2.0 $105.0 NEW $52.50 -5.8%
1237 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 2.0 $104.0 NEW $52.00 +2.6%
1238 LEIDOS HOLDINGS INC 1.0 $103.0 -586.0 -99.8% $103.00
1239 EHC ENCOMPASS HEALTH CORP Healthcare 1.0 $101.0 NEW $101.00 +21.0%
1240 SOUTHSTATE BK CORP 1.0 $100.0 NEW $100.00
Page 62 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%