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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 136 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 PDM PIEDMONT REALTY TRUST INC Real Estate 587.0 $5K NEW $8.37 +0.6%
2702 DAO YOUDAO INC Consumer Defensive 509.0 $5K NEW $9.64 +23.3%
2703 IMVP INVESCO INDIA EXCHANGE-TRADE 203.0 $5K NEW $24.12 -13.5%
2704 ENPH ENPHASE ENERGY INC Energy 152.0 $5K NEW $32.19 +118.3%
2705 PSN PARSONS CORP DEL Industrials 78.0 $5K NEW $62.26 -8.7%
2706 HTZ HERTZ GLOBAL HLDGS INC Industrials 924.0 $5K NEW $5.24 +0.4%
2707 OSCR OSCAR HEALTH INC Healthcare 333.0 $5K NEW $14.51 +51.5%
2708 GSM FERROGLOBE PLC Basic Materials 1,043.0 $5K NEW $4.62 -4.6%
2709 HELO J P MORGAN EXCHANGE TRADED F 72.0 $5K NEW $66.81 +1.7%
2710 GOOD GLADSTONE COMMERCIAL CORP Real Estate 450.0 $5K NEW $10.68 +20.9%
2711 TTGT TECHTARGET INC Communication Services 896.0 $5K NEW $5.36 -14.0%
2712 ASC ARDMORE SHIPPING CORP Industrials 455.0 $5K NEW $10.53 +68.1%
2713 CENTRAIS ELET BRAS SA 522.0 $5K NEW $9.17
2714 HTO H2O AMERICA Utilities 97.0 $5K NEW $49.26 +17.7%
2715 EMHY ISHARES INC 118.0 $5K NEW $40.42 +0.1%
2716 BRZE BRAZE INC Technology 137.0 $5K NEW $34.77 -29.3%
2717 ACDC PROFRAC HLDG CORP Energy 1,184.0 $5K NEW $4.02 +66.4%
2718 USMF WISDOMTREE TR 92.0 $5K NEW $51.70 +2.3%
2719 DHC DIVERSIFIED HEALTHCARE TR Real Estate 1,004.0 $5K NEW $4.73 +86.5%
2720 CALF PACER FDS TR 106.0 $5K NEW $44.71 +9.7%
Page 136 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%