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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 119 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 OPPJ WISDOMTREE TR 236.0 $11K NEW $46.43 +25.9%
2362 VCIT VANGUARD SCOTTSDALE FDS 130.0 $11K NEW $84.18 -1.6%
2363 FLAGSTAR BANK NATIONAL ASSOC 865.0 $11K NEW $12.64
2364 NPK NATIONAL PRESTO INDS INC Industrials 102.0 $11K NEW $106.80 +19.1%
2365 ABR ARBOR REALTY TRUST INC Real Estate 1,394.0 $11K NEW $7.77 -27.2%
2366 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 1,209.0 $11K NEW $8.95 -31.0%
2367 COGT COGENT BIOSCIENCES INC Healthcare 290.0 $11K NEW $37.12 -6.1%
2368 LVHI LEGG MASON ETF INVT 291.0 $11K NEW $36.98 +11.0%
2369 SNPE DBX ETF TR 170.0 $11K NEW $62.89 +9.3%
2370 BIO BIO RAD LABS INC Healthcare 35.0 $11K NEW $304.51 +4.1%
2371 DYN DYNE THERAPEUTICS INC Healthcare 555.0 $11K NEW $19.20 -0.5%
2372 EWJ ISHARES INC 131.0 $11K NEW $81.02 +14.4%
2373 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 828.0 $11K NEW $12.81 -9.8%
2374 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 1,500.0 $11K NEW $7.06 -9.6%
2375 XME SPDR SERIES TRUST 101.0 $11K NEW $104.73 +18.5%
2376 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 430.0 $11K NEW $24.51 -23.2%
2377 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 350.0 $11K NEW $30.10 -2.3%
2378 TTEK TETRA TECH INC NEW Industrials 310.0 $11K NEW $33.97 -18.6%
2379 EOI EATON VANCE ENHANCED EQUITY Financial Services 509.0 $10K NEW $20.62 -2.6%
2380 FDNI FIRST TR EXCHANGE TRADED FD 307.0 $10K NEW $34.15 -19.6%
Page 119 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%