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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 133 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 AEBI SCHMIDT HLDG AG 461.0 $6K NEW $12.80
2642 TAC TRANSALTA CORP Utilities 466.0 $6K NEW $12.66 +9.2%
2643 NTST NETSTREIT CORP Real Estate 334.0 $6K NEW $17.63 +13.8%
2644 DLX DELUXE CORP Communication Services 259.0 $6K NEW $22.66 +7.3%
2645 ZLAB ZAI LAB LTD Healthcare 331.0 $6K NEW $17.63 +4.6%
2646 RLGT RADIANT LOGISTICS INC Industrials 908.0 $6K NEW $6.41 +31.5%
2647 PEBO PEOPLES BANCORP INC Financial Services 192.0 $6K NEW $30.26 +14.4%
2648 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 2,090.0 $6K NEW $2.77 +57.8%
2649 BBRE J P MORGAN EXCHANGE TRADED F 62.0 $6K NEW $93.27 +13.7%
2650 LAB STANDARD BIOTOOLS INC Healthcare 4,595.0 $6K NEW $1.25 -15.2%
2651 EIM EATON VANCE MUN BD FD Financial Services 589.0 $6K NEW $9.73 +1.2%
2652 SOHO HOUSE & CO INC 640.0 $6K NEW $8.95
2653 TBCH TURTLE BEACH CORP Technology 408.0 $6K NEW $14.01 -9.3%
2654 SOUN SOUNDHOUND AI INC Technology 569.0 $6K NEW $10.04 -19.5%
2655 TRMD TORM PLC Energy 290.0 $6K NEW $19.54 +52.6%
2656 ESML ISHARES TR 122.0 $6K NEW $46.38 +14.2%
2657 CLFD CLEARFIELD INC Technology 192.0 $6K NEW $29.42 +74.2%
2658 MLR MILLER INDS INC TENN Consumer Cyclical 148.0 $6K NEW $38.16 +27.0%
2659 FFIC FLUSHING FINL CORP Financial Services 365.0 $6K NEW $15.41 +3.6%
2660 JMUB J P MORGAN EXCHANGE TRADED F 111.0 $6K NEW $50.63 -0.6%
Page 133 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%