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Portfolio (Quarterly) Guide ↗

Smartleaf Asset Management LLC

· CIK 0002010393
13F Portfolio $2.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3491 New
Page 11 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CB CHUBB LIMITED Financial Services 7,431.0 $2.3M 0.09% NEW $314.15 +4.4%
202 TXN TEXAS INSTRS INC Technology 13,239.0 $2.3M 0.09% NEW $175.43 +76.3%
203 SHY ISHARES TR 27,798.0 $2.3M 0.09% NEW $82.85 -0.9%
204 SPAB SPDR SERIES TRUST 88,633.0 $2.3M 0.09% NEW $25.82 -1.7%
205 NVS NOVARTIS AG Healthcare 16,315.0 $2.3M 0.09% NEW $138.72 +9.6%
206 SAP SAP SE Technology 9,253.0 $2.3M 0.09% NEW $244.59 -28.1%
207 UNP UNION PAC CORP Industrials 9,642.0 $2.2M 0.09% NEW $233.07 +14.1%
208 FLQM FRANKLIN TEMPLETON ETF TR 39,471.0 $2.2M 0.09% NEW $56.84 +0.1%
209 BSX BOSTON SCIENTIFIC CORP Healthcare 23,315.0 $2.2M 0.09% NEW $96.01 -39.8%
210 BLV VANGUARD BD INDEX FDS 31,923.0 $2.2M 0.09% NEW $69.90 -2.9%
211 DHR DANAHER CORPORATION Healthcare 9,626.0 $2.2M 0.08% NEW $230.69 -25.4%
212 GSIE GOLDMAN SACHS ETF TR 51,130.0 $2.2M 0.08% NEW $43.15 +5.7%
213 ADBE ADOBE INC Technology 6,250.0 $2.2M 0.08% NEW $352.53 -30.6%
214 IUSB ISHARES TR 46,596.0 $2.2M 0.08% NEW $46.65 -1.7%
215 IJH ISHARES TR 32,402.0 $2.2M 0.08% NEW $66.70 +10.2%
216 ANGL VANECK ETF TRUST 73,174.0 $2.1M 0.08% NEW $29.38 -1.2%
217 DE DEERE & CO Industrials 4,566.0 $2.1M 0.08% NEW $469.99 +12.6%
218 GILD GILEAD SCIENCES INC Healthcare 17,286.0 $2.1M 0.08% NEW $123.18 +9.1%
219 SCHW SCHWAB CHARLES CORP Financial Services 20,943.0 $2.1M 0.08% NEW $100.55 -10.3%
220 CBRE CBRE GROUP INC Real Estate 12,825.0 $2.1M 0.08% NEW $163.32 -19.7%
Page 11 of 175  ·  3,491 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 32.3%
Financial Services 16.5%
Healthcare 10.0%
Consumer Cyclical 9.6%
Communication Services 9.2%
Industrials 8.1%
Consumer Defensive 4.6%
Energy 3.7%
Utilities 2.6%
Basic Materials 1.9%