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Portfolio (Quarterly) Guide ↗

Tactive Advisors, LLC

· CIK 0002002409
13F Portfolio $406M AUM 282 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 50 New 131 Added 81 Reduced 36 Exited
Page 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WEBS ETF TR 190,653.0 $7.2M 1.78% NEW $37.95
2 SPMO INVESCO EXCH TRADED FD TR II 41,841.0 $6.8M 1.67% NEW $161.54 -3.9%
3 MTUM ISHARES TR 18,814.0 $6.5M 1.59% NEW $342.83 -6.0%
4 CTAP SIMPLIFY EXCHANGE TRADED FUN 109,411.0 $2.9M 0.71% NEW $26.41 +10.0%
5 MOOD EA SERIES TRUST 49,514.0 $2.2M 0.53% NEW $43.54 +2.2%
6 PENG PENGUIN SOLUTIONS INC Technology 9,822.0 $747K 0.18% NEW $76.01 -17.0%
7 JNJ JOHNSON & JOHNSON Healthcare 2,676.0 $680K 0.17% NEW $253.97 +3.3%
8 LITE LUMENTUM HLDGS INC Technology 718.0 $616K 0.15% NEW $858.06 +12.9%
9 MRVL MARVELL TECHNOLOGY INC Technology 1,941.0 $578K 0.14% NEW $297.93 -21.3%
10 FIX COMFORT SYS USA INC Industrials 290.0 $575K 0.14% NEW $1982.07 -5.0%
11 CLS CELESTICA INC Technology 1,396.0 $509K 0.12% NEW $364.80 -6.6%
12 POWL POWELL INDS INC Industrials 1,685.0 $483K 0.12% NEW $286.38 -23.6%
13 TXG 10X GENOMICS INC Healthcare 12,495.0 $479K 0.12% NEW $38.34 +51.3%
14 MOD MODINE MFG CO Consumer Cyclical 1,500.0 $401K 0.10% NEW $267.02 -18.8%
15 ACLS AXCELIS TECHNOLOGIES INC Technology 2,080.0 $394K 0.10% NEW $189.45 -23.9%
16 LEG LEGGETT & PLATT INC Consumer Cyclical 33,233.0 $389K 0.10% NEW $11.71 -18.4%
17 STLD STEEL DYNAMICS INC Basic Materials 1,636.0 $375K 0.09% NEW $229.46 +12.5%
18 ATRC ATRICURE INC Healthcare 13,367.0 $374K 0.09% NEW $27.98 +60.0%
19 OTTR OTTER TAIL CORP Utilities 4,050.0 $364K 0.09% NEW $89.98 +2.9%
20 USO UNITED STS OIL FD LP Financial Services 3,312.0 $353K 0.09% NEW $106.44 +22.4%
Page 1 of 3  ·  50 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
Technology 35.5%
Financial Services 23.9%
Industrials 18.4%
Communication Services 6.7%
Consumer Cyclical 6.7%
Energy 2.8%
Healthcare 2.3%
Basic Materials 1.3%
Utilities 1.1%
Consumer Defensive 1.0%