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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 123 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 CRON CRONOS GROUP INC Healthcare 3,436.0 $9K NEW $2.62 +8.4%
2442 YALA YALLA GROUP LTD Technology 1,278.0 $9K NEW $6.99 -13.2%
2443 PCY INVESCO EXCH TRADED FD TR II 410.0 $9K NEW $21.75 -1.2%
2444 SAIC SCIENCE APPLICATIONS INTL CO Technology 87.0 $9K NEW $102.48 +1.2%
2445 ENVIRI CORP 495.0 $9K NEW $18.00
2446 VTOL BRISTOW GROUP INC Energy 242.0 $9K NEW $36.68 +15.0%
2447 APLD APPLIED DIGITAL CORP Technology 367.0 $9K NEW $24.08 +106.2%
2448 NUVL NUVALENT INC Healthcare 88.0 $9K NEW $100.38 +8.9%
2449 MSEX MIDDLESEX WTR CO Utilities 173.0 $9K NEW $50.94 +2.4%
2450 BMRC BANK MARIN BANCORP Financial Services 333.0 $9K NEW $26.38 -2.2%
2451 ZD ZIFF DAVIS INC Communication Services 246.0 $9K NEW $35.58 +28.5%
2452 KNTK KINETIK HOLDINGS INC Energy 243.0 $9K NEW $36.00 +29.6%
2453 CENT CENTRAL GARDEN & PET CO Consumer Defensive 271.0 $9K NEW $32.28 +21.5%
2454 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 298.0 $9K NEW $29.29 -24.9%
2455 TXG 10X GENOMICS INC Healthcare 535.0 $9K NEW $16.29 +56.6%
2456 XSVM INVESCO EXCHANGE TRADED FD T 151.0 $9K NEW $57.67 +16.4%
2457 FRO FRONTLINE PLC Energy 400.0 $9K NEW $21.72 +59.0%
2458 CIFR CIPHER MINING INC Financial Services 594.0 $9K NEW $14.59 +68.5%
2459 MADISON SQUARE GARDEN ENTMT 161.0 $9K NEW $53.77
2460 CACC CREDIT ACCEP CORP MICH Financial Services 19.0 $9K NEW $450.32 +24.4%
Page 123 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%