BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Smart Portfolios, LLC

· CIK 0001513227
13F Portfolio $100M AUM 99 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 Added 32 Reduced 1 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TOTL SSGA ACTIVE ETF TR 9,380.0 $373K 0.37% +192.0 +2.1% $39.73 -1.1%
42 IWM ISHARES TR 1,500.0 $372K 0.37% +13.0 +0.9% $247.96 +13.9%
43 NKE NIKE INC Consumer Cyclical 6,710.0 $354K 0.35% +225.0 +3.5% $52.82 -16.0%
44 NUSC NUSHARES ETF TR 7,389.0 $333K 0.33% +177.0 +2.5% $45.06 +8.4%
45 AMT AMERICAN TOWER CORP Real Estate 1,500.0 $259K 0.26% +55.0 +3.8% $172.58 +6.5%
46 ABBV ABBVIE INC Healthcare 1,050.0 $228K 0.23% +100.0 +10.5% $217.49 -1.3%
Page 3 of 3  ·  46 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 32.8%
Financial Services 22.3%
Industrials 11.3%
Healthcare 9.9%
Consumer Cyclical 9.5%
Energy 5.1%
Communication Services 4.1%
Consumer Defensive 2.8%
Basic Materials 1.5%
Real Estate 0.8%