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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 121 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 UGP ULTRAPAR PARTICIPACOES SA Energy 2,608.0 $10K NEW $3.80 +37.0%
2402 EGBN EAGLE BANCORP INC MD Financial Services 469.0 $10K NEW $21.10 +28.1%
2403 NUS NU SKIN ENTERPRISES INC Consumer Defensive 1,018.0 $10K NEW $9.71 -39.2%
2404 GAMESTOP CORP NEW 481.0 $10K NEW $20.50
2405 ARMOUR RESIDENTIAL REIT INC 559.0 $10K NEW $17.54
2406 ISHG ISHARES TR 130.0 $10K NEW $75.30 +0.7%
2407 IXJ ISHARES TR 100.0 $10K NEW $97.79 -3.1%
2408 IGE ISHARES TR 192.0 $10K NEW $50.60 +18.7%
2409 SXC SUNCOKE ENERGY INC Energy 1,344.0 $10K NEW $7.22 +25.7%
2410 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 180.0 $10K NEW $53.85 -10.7%
2411 PRA PROASSURANCE CORP Financial Services 402.0 $10K NEW $24.08 +0.5%
2412 BIDU BAIDU INC Communication Services 73.0 $10K NEW $132.38 +2.3%
2413 SIL GLOBAL X FDS 112.0 $10K NEW $85.51 +6.1%
2414 EEFT EURONET WORLDWIDE INC Technology 126.0 $10K NEW $75.95 -6.0%
2415 JANX JANUX THERAPEUTICS INC Healthcare 692.0 $10K NEW $13.83 +5.5%
2416 AURA AURA BIOSCIENCES INC Healthcare 1,741.0 $10K NEW $5.49 +34.7%
2417 U HAUL HOLDING COMPANY 202.0 $10K NEW $47.27
2418 EVTR MORGAN STANLEY ETF TRUST 184.0 $9K NEW $51.60 -1.7%
2419 PAGS PAGSEGURO DIGITAL LTD Technology 974.0 $9K NEW $9.74 -4.2%
2420 TCBK TRICO BANCSHARES Financial Services 201.0 $9K NEW $47.14 +7.1%
Page 121 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%