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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 7 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FNDX SCHWAB STRATEGIC TR 21,503.0 $669K 0.17% +4K +22.9% $31.10 +4.3%
122 BAR GRANITESHARES GOLD TR Financial Services 16,152.0 $638K 0.16% $39.53 +8.2%
123 FCX FREEPORT MCMORAN INC Basic Materials 10,063.0 $633K 0.16% +339.0 +3.5% $62.89 +5.5%
124 VBR VANGUARD INDEX FDS 2,603.0 $633K 0.16% -95.0 -3.5% $243.00 +1.8%
125 AVGO BROADCOM INC Technology 1,672.0 $632K 0.16% -151.0 -8.3% $377.71 +0.6%
126 V VISA INC Financial Services 1,819.0 $624K 0.15% -498.0 -21.5% $343.02 +6.2%
127 LITE LUMENTUM HLDGS INC Technology 718.0 $616K 0.15% NEW $858.06 +1.8%
128 AMERICAN COASTAL INS CORP 55,015.0 $611K 0.15% +33K +147.6% $11.10
129 VOE VANGUARD INDEX FDS 2,972.0 $587K 0.14% +59.0 +2.0% $197.59 +5.8%
130 XRMI GLOBAL X FDS 33,893.0 $583K 0.14% +2K +6.3% $17.19 +1.4%
131 MRVL MARVELL TECHNOLOGY INC Technology 1,941.0 $578K 0.14% NEW $297.93 -27.5%
132 FIRST TR EXCHANGE TRADED FD 26,055.0 $576K 0.14% +961.0 +3.8% $22.09
133 FIX COMFORT SYS USA INC Industrials 290.0 $575K 0.14% NEW $1982.07 -12.3%
134 BND VANGUARD BD INDEX FDS 7,828.0 $575K 0.14% -329.0 -4.0% $73.41 -1.6%
135 O REALTY INCOME CORP Real Estate 9,239.0 $572K 0.14% +163.0 +1.8% $61.96 +0.4%
136 VT VANGUARD INTL EQUITY INDEX F 3,562.0 $559K 0.14% $156.97 +2.0%
137 NFLX NETFLIX INC. Communication Services 7,707.0 $550K 0.14% -2K -21.6% $71.40 +8.9%
138 SPYG SPDR SERIES TRUST 4,601.0 $547K 0.14% $118.99 +1.6%
139 VBK VANGUARD INDEX FDS 1,497.0 $547K 0.14% $365.70 -2.0%
140 BKLN INVESCO EXCH TRADED FD TR II 26,495.0 $540K 0.13% +3K +14.3% $20.37 +0.8%
Page 7 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%