ACTIVEST WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRGP | 12 | $2.01K |
 | LPLA | 12 | $3.99K |
 | XYL | 11 | $1.62K |
 | MKC | 11 | $736 |
 | ULTA | 11 | $6.01K |
 | BBW | 11 | $717 |
 | ZM | 11 | $908 |
 | CB | 11 | $3.10K |
 | RL | 11 | $3.45K |
 | MMC | 11 | $2.22K |
 | MPWR | 10 | $9.21K |
 | EVRG | 10 | $760 |
 | NUE | 10 | $1.35K |
 | DTE | 10 | $1.41K |
 | AES | 10 | $132 |
 | BROS | 10 | $523 |
 | PFG | 10 | $829 |
 | ZBH | 10 | $985 |
 | OMC | 10 | $815 |
 | USFD | 9 | $690 |
Targa Resources Corp.
TRGP
Shares Held
12
Value
$2.01K
LPL Financial Holdings Inc.
LPLA
Shares Held
12
Value
$3.99K
Xylem Inc.
XYL
Shares Held
11
Value
$1.62K
McCormick & Company, Incorporated
MKC
Shares Held
11
Value
$736
Ulta Beauty, Inc.
ULTA
Shares Held
11
Value
$6.01K
Build-A-Bear Workshop, Inc.
BBW
Shares Held
11
Value
$717
Zoom Communications, Inc.
ZM
Shares Held
11
Value
$908
Chubb Limited
CB
Shares Held
11
Value
$3.10K
Ralph Lauren Corporation
RL
Shares Held
11
Value
$3.45K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
11
Value
$2.22K
Monolithic Power Systems, Inc.
MPWR
Shares Held
10
Value
$9.21K
Evergy, Inc.
EVRG
Shares Held
10
Value
$760
Nucor Corporation
NUE
Shares Held
10
Value
$1.35K
DTE Energy Company
DTE
Shares Held
10
Value
$1.41K
The AES Corporation
AES
Shares Held
10
Value
$132
Dutch Bros Inc.
BROS
Shares Held
10
Value
$523
Principal Financial Group, Inc.
PFG
Shares Held
10
Value
$829
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
10
Value
$985
Omnicom Group Inc.
OMC
Shares Held
10
Value
$815
US Foods Holding Corp.
USFD
Shares Held
9
Value
$690