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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CARNIVAL CORP LTD 12,260.0 $350K 0.09% NEW $28.57
22 PATK PATRICK INDS INC Consumer Cyclical 3,765.0 $338K 0.08% NEW $89.78 -5.6%
23 SOXX ISHARES TR 520.0 $333K 0.08% NEW $641.29 -12.8%
24 PWR QUANTA SVCS INC Industrials 445.0 $320K 0.08% NEW $720.04 +0.3%
25 KMPR KEMPER CORP Financial Services 11,207.0 $302K 0.07% NEW $26.96 -2.8%
26 CRWD CROWDSTRIKE HLDGS INC Technology 389.0 $297K 0.07% NEW $190.78 +12.1%
27 INSP INSPIRE MED SYS INC Healthcare 6,430.0 $287K 0.07% NEW $44.61 +28.3%
28 ADEA ADEIA INC Technology 8,686.0 $286K 0.07% NEW $32.93 -9.9%
29 HODL VANECK BITCOIN ETF 16,628.0 $276K 0.07% NEW $16.61 +9.3%
30 DE DEERE & CO Industrials 427.0 $271K 0.07% NEW $634.36 -5.4%
31 AMKR AMKOR TECHNOLOGY INC Technology 3,081.0 $266K 0.07% NEW $86.22 -28.9%
32 AVAV AEROVIRONMENT INC Industrials 1,575.0 $260K 0.06% NEW $165.07 +9.7%
33 WAGN PROFESIONALLY MANAGED PORTFO 18,694.0 $257K 0.06% NEW $13.76 +10.6%
34 TXN TEXAS INSTRS INC Technology 844.0 $252K 0.06% NEW $298.07 -5.1%
35 AMZU DIREXION SHARES ETF TRUST 7,500.0 $249K 0.06% NEW $33.22 +15.4%
36 FORTINET INC 1,515.0 $233K 0.06% NEW $153.62
37 FIVN FIVE9 INC Technology 10,865.0 $232K 0.06% NEW $21.32 +49.4%
38 BUG GLOBAL X FDS 5,950.0 $227K 0.06% NEW $38.19 +9.7%
39 UNH UNITEDHEALTH GROUP INC Healthcare 535.0 $222K 0.06% NEW $415.63 -4.8%
40 RYLD GLOBAL X FDS 13,803.0 $221K 0.05% NEW $15.99 +2.6%
Page 2 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%