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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 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VEU VANGUARD INTL EQUITY INDEX F 6,212.0 $520K 0.13% -447.0 -6.7% $83.75 +2.5%
42 CRWV COREWEAVE INC Technology 5,189.0 $517K 0.13% -392.0 -7.0% $99.54 +6.5%
43 ASML ASML HLDG NV Technology 252.0 $501K 0.12% -13.0 -4.9% $1989.44 -5.3%
44 MGMT UNIFIED SER TR 9,722.0 $495K 0.12% -72K -88.1% $50.96 +2.4%
45 PANW PALO ALTO NETWORKS INC Technology 1,430.0 $488K 0.12% -102.0 -6.7% $341.03 +10.2%
46 BIL SPDR SERIES TRUST 5,069.0 $465K 0.11% -10K -65.3% $91.64 -0.1%
47 XLF SELECT SECTOR SPDR TR 8,350.0 $448K 0.11% -3K -26.1% $53.61 +7.4%
48 WFC WELLS FARGO & CO Financial Services 5,190.0 $429K 0.11% -2K -29.6% $82.64 +5.9%
49 ILF ISHARES TR 12,117.0 $409K 0.10% -12K -50.3% $33.75 -0.3%
50 RING ISHARES INC 6,271.0 $405K 0.10% -44.0 -0.7% $64.60 +24.3%
51 UGA UNITED STS GASOLINE FD LP Financial Services 3,881.0 $400K 0.10% -5K -56.6% $102.97 +19.9%
52 JXN JACKSON FINANCIAL INC Financial Services 3,900.0 $399K 0.10% -900.0 -18.8% $102.39 +30.0%
53 HD HOME DEPOT INC Consumer Cyclical 1,107.0 $390K 0.10% -497.0 -31.0% $352.73 -4.2%
54 ITA ISHARES TR 1,550.0 $376K 0.09% -450.0 -22.5% $242.42 +3.6%
55 IVV ISHARES TR 492.0 $368K 0.09% -129.0 -20.8% $748.89 +3.7%
56 VTV VANGUARD INDEX FDS 1,643.0 $358K 0.09% -256.0 -13.5% $217.97 +4.0%
57 DIA STATE STR SPDR DOW JONES IND Financial Services 642.0 $335K 0.08% -25.0 -3.8% $522.35 +2.3%
58 GVI ISHARES TR 3,003.0 $319K 0.08% -843.0 -21.9% $106.09 -0.7%
59 OKE ONEOK INC NEW Energy 3,500.0 $304K 0.07% -1K -22.2% $86.94 +9.6%
60 MBB ISHARES TR 2,978.0 $281K 0.07% -1K -28.8% $94.50 -1.5%
Page 3 of 5  ·  81 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%