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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 63 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ENPH ENPHASE ENERGY INC Energy 2.0 $98.0 -1K -99.8% $49.00 -23.1%
1242 AHT ASHFORD HOSPITALITY TR INC Real Estate 30.0 $97.0 $3.23 -0.1%
1243 SIGI SELECTIVE INS GROUP INC Financial Services 1.0 $97.0 $97.00 -4.5%
1244 FOUR SHIFT4 PMTS INC Technology 2.0 $97.0 NEW $48.50 -2.1%
1245 ESI ELEMENT SOLUTIONS INC Basic Materials 2.0 $96.0 NEW $48.00 -21.2%
1246 ST SENSATA TECHNOLOGIES HLDG PL Technology 2.0 $95.0 -26.0 -92.9% $47.50 -8.5%
1247 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 10.0 $94.0 NEW $9.40 +26.5%
1248 APPN APPIAN CORP Technology 4.0 $92.0 NEW $23.00 +59.1%
1249 SOFI SOFI TECHNOLOGIES INC Financial Services 5.0 $90.0 -2K -99.8% $18.00 +0.2%
1250 BLDR BUILDERS FIRSTSOURCE INC Industrials 1.0 $89.0 -81.0 -98.8% $89.00 -22.4%
1251 PSKY PARAMOUNT SKYDANCE CORP Communication Services 9.0 $89.0 -48.0 -84.2% $9.89 +3.8%
1252 TFSL TFS FINL CORP Financial Services 5.0 $89.0 $17.80 -2.7%
1253 POST POST HLDGS INC Consumer Defensive 1.0 $88.0 NEW $88.00 -9.4%
1254 TXMD THERAPEUTICSMD INC Healthcare 40.0 $88.0 $2.20 -8.2%
1255 APG API GROUP CORP Industrials 2.0 $85.0 +1.0 +100.0% $42.50 +2.5%
1256 FIVN FIVE9 INC Technology 4.0 $85.0 -3.0 -42.9% $21.25 +54.3%
1257 MTG MGIC INVT CORP WIS Financial Services 3.0 $85.0 -558.0 -99.5% $28.33 +10.4%
1258 LAZ LAZARD INC Financial Services 2.0 $84.0 +1.0 +100.0% $42.00 +5.2%
1259 HSIC SCHEIN HENRY INC Healthcare 1.0 $84.0 -26.0 -96.3% $84.00 +6.3%
1260 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1.0 $82.0 -29.0 -96.7% $82.00 +6.1%
Page 63 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%