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Portfolio (Quarterly) Guide ↗

Tactive Advisors, LLC

· CIK 0002002409
13F Portfolio $355M AUM 268 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 109 Added 98 Reduced 25 Exited
Page 9 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RUNN STRATEGIC TRUST 12,874.0 $415K 0.12% NEW $32.21 +1.2%
162 VNQ VANGUARD INDEX FDS 4,669.0 $414K 0.12% -37.0 -0.8% $88.71 +9.6%
163 SEIX VIRTUS ETF TR II 17,943.0 $414K 0.12% +3K +21.9% $23.06 +0.7%
164 IEMG ISHARES INC 5,894.0 $411K 0.12% -470.0 -7.4% $69.76 +19.8%
165 GVI ISHARES TR 3,846.0 $410K 0.12% +77.0 +2.0% $106.68 -0.6%
166 IJS ISHARES TR 3,458.0 $410K 0.12% -40.0 -1.1% $118.45 +10.6%
167 OKE ONEOK INC NEW Energy 4,500.0 $407K 0.12% $90.39 +0.1%
168 IVV ISHARES TR 621.0 $406K 0.11% -296.0 -32.3% $653.21 +15.4%
169 URA GLOBAL X FDS 8,347.0 $404K 0.11% $48.43 +5.0%
170 NIQ GLOBAL INTELLIGENCE PLC 35,059.0 $399K 0.11% +25K +244.5% $11.37
171 MBB ISHARES TR 4,180.0 $397K 0.11% +80.0 +1.9% $94.94 -0.6%
172 POWI POWER INTEGRATIONS INC Technology 7,680.0 $393K 0.11% NEW $51.20 +64.2%
173 MA MASTERCARD INCORPORATED Financial Services 785.0 $392K 0.11% +272.0 +53.0% $499.66 -1.3%
174 CAT CATERPILLAR INC Industrials 535.0 $379K 0.11% +139.0 +35.1% $708.48 +28.2%
175 CROX CROCS INC Consumer Cyclical 4,550.0 $378K 0.11% NEW $83.02 +39.8%
176 VTV VANGUARD INDEX FDS 1,899.0 $373K 0.10% +44.0 +2.4% $196.21 +8.1%
177 THYF T ROWE PRICE ETF INC 7,285.0 $372K 0.10% -262.0 -3.5% $51.01 +1.2%
178 TLT ISHARES TR 4,262.0 $369K 0.10% NEW $86.69 -1.9%
179 FIW FIRST TR EXCHANGE-TRADED FD 3,569.0 $368K 0.10% +74.0 +2.1% $103.14 +0.1%
180 GLW CORNING INC Technology 2,673.0 $363K 0.10% NEW $135.97 +44.3%
Page 9 of 14  ·  268 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
Financial Services 32.0%
Technology 27.6%
Industrials 16.5%
Communication Services 7.2%
Consumer Cyclical 6.8%
Energy 4.8%
Utilities 1.6%
Basic Materials 1.4%
Consumer Defensive 1.1%
Healthcare 0.6%