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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 122 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 PUMP PROPETRO HLDG CORP Energy 992.0 $9K NEW $9.53 +59.6%
2422 EPS WISDOMTREE TR 132.0 $9K NEW $71.55 +10.5%
2423 ADAMM ADAMAS TRUST INC. Financial Services 1,293.0 $9K NEW $7.27 +247.9%
2424 SCHI SCHWAB STRATEGIC TR 407.0 $9K NEW $23.04 -1.5%
2425 KRG KITE RLTY GROUP TR Real Estate 389.0 $9K NEW $24.07 +13.8%
2426 IDV ISHARES TR 236.0 $9K NEW $39.64 +12.6%
2427 XMTR XOMETRY INC Industrials 148.0 $9K NEW $63.14 +50.5%
2428 TDW TIDEWATER INC NEW Energy 184.0 $9K NEW $50.75 +46.7%
2429 TFIN TRIUMPH FINANCIAL INC Financial Services 148.0 $9K NEW $62.92 +12.4%
2430 SPTS SPDR SERIES TRUST 318.0 $9K NEW $29.28 -0.7%
2431 NTCT NETSCOUT SYS INC Technology 340.0 $9K NEW $27.35 +51.7%
2432 CUBE CUBESMART Real Estate 256.0 $9K NEW $36.31 +10.9%
2433 AGCO AGCO CORP Industrials 88.0 $9K NEW $104.97 +8.4%
2434 BSBR BANCO SANTANDER BRASIL S A Financial Services 1,493.0 $9K NEW $6.17 -12.6%
2435 DDS DILLARDS INC Consumer Cyclical 15.0 $9K NEW $612.60 -2.2%
2436 SMOT VANECK ETF TRUST 250.0 $9K NEW $36.51 +4.6%
2437 FLS FLOWSERVE CORP Industrials 130.0 $9K NEW $70.16 +7.8%
2438 NBR NABORS INDUSTRIES LTD Energy 165.0 $9K NEW $55.21 +67.5%
2439 KALV KALVISTA PHARMACEUTICALS INC Healthcare 575.0 $9K NEW $15.68 +70.9%
2440 IBD NORTHERN LTS FD TR IV 373.0 $9K NEW $24.16 -1.5%
Page 122 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%