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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 113 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 VVV VALVOLINE INC Energy 459.0 $14K 0.00% NEW $29.45 +17.3%
2242 BITB BITWISE BITCOIN ETF TR Financial Services 282.0 $13K 0.00% NEW $47.77 -17.1%
2243 WMK WEIS MKTS INC Consumer Defensive 209.0 $13K 0.00% NEW $64.38 +13.0%
2244 BUSE FIRST BUSEY CORP Financial Services 560.0 $13K 0.00% NEW $24.02 +14.4%
2245 DBEF DBX ETF TR 278.0 $13K 0.00% NEW $48.30 +10.3%
2246 FTSM FIRST TR EXCHANGE-TRADED FD 224.0 $13K 0.00% NEW $59.92 -0.2%
2247 SEB SEABOARD CORP DEL Industrials 3.0 $13K 0.00% NEW $4469.00 +16.0%
2248 MHK MOHAWK INDS INC Consumer Cyclical 122.0 $13K 0.00% NEW $109.68 -1.7%
2249 ARMK ARAMARK Industrials 359.0 $13K 0.00% NEW $37.27 +44.6%
2250 APCB TRUST FOR PROFESSIONAL MANAG 450.0 $13K 0.00% NEW $29.71 -0.9%
2251 ADNT ADIENT PLC Consumer Cyclical 686.0 $13K 0.00% NEW $19.47 +21.0%
2252 HNRG HALLADOR ENERGY COMPANY Energy 699.0 $13K 0.00% NEW $19.02 +3.5%
2253 AVES AMERICAN CENTY ETF TR 227.0 $13K 0.00% NEW $58.38 +16.5%
2254 DIGITALBRIDGE GROUP INC 867.0 $13K 0.00% NEW $15.28
2255 DNP DNP SELECT INCOME FD INC Financial Services 1,312.0 $13K 0.00% NEW $10.07 +6.0%
2256 ACVA ACV AUCTIONS INC Consumer Cyclical 1,620.0 $13K NEW $8.14 -20.1%
2257 ASTRANA HEALTH INC 528.0 $13K NEW $24.97
2258 QBTS D-WAVE QUANTUM INC Technology 501.0 $13K NEW $26.25 +9.9%
2259 ATOM ATOMERA INC Technology 6,000.0 $13K NEW $2.19 +352.7%
2260 ATEN A10 NETWORKS INC Technology 732.0 $13K NEW $17.93 +65.6%
Page 113 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%