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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 12 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 12,820.0 $2.1M 0.08% NEW $163.17 -6.2%
222 CVS CVS HEALTH CORP Healthcare 26,021.0 $2.1M 0.08% NEW $79.85 +16.8%
223 JAAA JANUS DETROIT STR TR 40,973.0 $2.1M 0.08% NEW $50.57 +0.2%
224 HSBC HSBC HLDGS PLC Financial Services 26,110.0 $2.1M 0.08% NEW $79.28 +16.1%
225 GSY INVESCO ACTIVELY MANAGED EXC 41,202.0 $2.1M 0.08% NEW $50.24 -0.3%
226 DFEM DIMENSIONAL ETF TRUST 62,384.0 $2.1M 0.08% NEW $33.16 +19.8%
227 MDT MEDTRONIC PLC Healthcare 21,361.0 $2.1M 0.08% NEW $96.66 -18.7%
228 INTC INTEL CORP Technology 54,883.0 $2.0M 0.08% NEW $37.30 +221.3%
229 ITW ILLINOIS TOOL WKS INC Industrials 8,139.0 $2.0M 0.08% NEW $250.84 +0.5%
230 XLK SELECT SECTOR SPDR TR 14,036.0 $2.0M 0.08% NEW $145.41 +24.1%
231 BSVO EA SERIES TRUST 85,310.0 $2.0M 0.08% NEW $23.51 +17.4%
232 ANET ARISTA NETWORKS INC Technology 15,097.0 $2.0M 0.08% NEW $132.45 +16.3%
233 VEU VANGUARD INTL EQUITY INDEX F 26,921.0 $2.0M 0.07% NEW $73.88 +11.6%
234 CME CME GROUP INC Financial Services 7,163.0 $2.0M 0.07% NEW $275.85 +5.6%
235 QSIG WISDOMTREE TR 40,249.0 $2.0M 0.07% NEW $49.02 -1.2%
236 HON HONEYWELL INTL INC Industrials 10,024.0 $2.0M 0.07% NEW $196.37 +16.1%
237 CEG CONSTELLATION ENERGY CORP Utilities 5,411.0 $1.9M 0.07% NEW $357.14 -17.7%
238 LQD ISHARES TR 17,441.0 $1.9M 0.07% NEW $110.67 -2.1%
239 TMUS T-MOBILE US INC Communication Services 9,436.0 $1.9M 0.07% NEW $203.81 -6.1%
240 SRLN SSGA ACTIVE ETF TR 46,614.0 $1.9M 0.07% NEW $41.25 -1.9%
Page 12 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%