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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 142 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 BITO PROSHARES TR 285.0 $3K NEW $12.22 -16.6%
2822 TRS TRIMAS CORP Consumer Cyclical 98.0 $3K NEW $35.52 +16.4%
2823 WSBF WATERSTONE FINL INC MD Financial Services 210.0 $3K NEW $16.41 +13.0%
2824 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 906.0 $3K NEW $3.80 -28.2%
2825 ESRT EMPIRE ST RLTY TR INC Real Estate 528.0 $3K NEW $6.48 -12.2%
2826 WMG WARNER MUSIC GROUP CORP Communication Services 112.0 $3K NEW $30.47 +11.4%
2827 XPRO EXPRO GROUP HOLDINGS NV Energy 252.0 $3K NEW $13.53 +13.9%
2828 CITY OFFICE REIT INC 487.0 $3K NEW $6.97
2829 ST SENSATA TECHNOLOGIES HLDG PL Technology 102.0 $3K NEW $33.03 +52.1%
2830 BLKB BLACKBAUD INC Technology 53.0 $3K NEW $63.53 -52.3%
2831 BLUE FOUNDRY BANCORP 266.0 $3K NEW $12.51
2832 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 131.0 $3K NEW $25.02 +39.1%
2833 SFST SOUTHERN FIRST BANCSHARES Financial Services 63.0 $3K NEW $51.81 +12.0%
2834 MMI MARCUS & MILLICHAP INC Real Estate 119.0 $3K NEW $27.37 +3.9%
2835 TPIF TIMOTHY PLAN 93.0 $3K NEW $34.86 +8.6%
2836 BIOHAVEN LTD 278.0 $3K NEW $11.64
2837 TYRA TYRA BIOSCIENCES INC Healthcare 127.0 $3K NEW $25.44 +33.4%
2838 FPE FIRST TR EXCH TRADED FD III 176.0 $3K NEW $18.28 -1.7%
2839 ODDITY TECH LTD 79.0 $3K NEW $40.70
2840 HCAT HEALTH CATALYST INC Healthcare 1,348.0 $3K NEW $2.38 -46.0%
Page 142 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%