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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 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 23,176.0 $4.4M 1.09% +775.0 +3.5% $190.52 -0.1%
22 META META PLATFORMS INC Communication Services 7,408.0 $4.2M 1.03% -81.0 -1.1% $563.30 +1.0%
23 AMD ADVANCED MICRO DEVICES INC Technology 7,046.0 $4.1M 1.01% -754.0 -9.7% $580.91 -12.9%
24 AGG ISHARES TR 37,435.0 $3.7M 0.91% -10K -20.3% $98.98 -1.7%
25 SGOV ISHARES TR 35,087.0 $3.5M 0.87% +9K +34.1% $100.67 -0.1%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,524.0 $3.4M 0.83% -11K -70.7% $746.81 +3.5%
27 MOAT VANECK ETF TRUST 31,525.0 $3.3M 0.81% +425.0 +1.4% $103.96 +7.6%
28 MU MICRON TECHNOLOGY INC Technology 2,793.0 $3.2M 0.79% +318.0 +12.8% $1154.22 -12.3%
29 BR BROADRIDGE FINL SOLUTIONS IN Technology 23,372.0 $3.2M 0.79% $136.95 +22.6%
30 MSFT MICROSOFT CORP Technology 8,442.0 $3.1M 0.78% +321.0 +4.0% $373.03 +28.8%
31 UCON FIRST TR EXCHNG TRADED FD VI 125,615.0 $3.1M 0.77% -81K -39.1% $24.88 -0.9%
32 IBIT ISHARES BITCOIN TRUST ETF Financial Services 90,948.0 $3.0M 0.75% +11K +13.6% $33.29 +9.4%
33 BUYW NORTHERN LTS FD TR IV 207,434.0 $3.0M 0.74% +2K +1.1% $14.45 +1.3%
34 SECT NORTHERN LTS FD TR IV 41,307.0 $3.0M 0.73% -4K -8.4% $72.06 +1.5%
35 TSLA TESLA INC Consumer Cyclical 6,926.0 $2.9M 0.72% +369.0 +5.6% $420.61 -19.3%
36 SCHG SCHWAB STRATEGIC TR 85,523.0 $2.9M 0.71% +3K +4.2% $33.84 +4.8%
37 CTAP SIMPLIFY EXCHANGE TRADED FUN 109,411.0 $2.9M 0.71% NEW $26.41 +10.0%
38 SCHZ SCHWAB STRATEGIC TR 124,104.0 $2.9M 0.71% +1K +0.9% $23.13 -1.7%
39 IVW ISHARES TR 20,758.0 $2.9M 0.70% -262.0 -1.2% $137.53 +2.9%
40 AUSF GLOBAL X FDS 54,012.0 $2.6M 0.65% -52K -48.9% $48.86 +6.2%
Page 2 of 15  ·  282 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%