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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 147 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 SEZL SEZZLE INC Financial Services 39.0 $3K NEW $65.00 +69.2%
2922 OBNK ORIGIN BANCORP INC Financial Services 67.0 $3K NEW $37.72 -24.1%
2923 TK TEEKAY CORPORATION LTD Energy 277.0 $3K NEW $9.03 +35.7%
2924 OPY OPPENHEIMER HLDGS INC Financial Services 34.0 $2K NEW $73.29 +28.7%
2925 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 150.0 $2K NEW $16.51 -4.9%
2926 VTS VITESSE ENERGY INC Energy 127.0 $2K NEW $19.32 -6.2%
2927 WTMF WISDOMTREE TR 64.0 $2K NEW $38.28 +7.7%
2928 FUBOTV INC 970.0 $2K NEW $2.51
2929 ITRN ITURAN LOCATION AND CONTROL Technology 57.0 $2K NEW $42.40 +44.8%
2930 CHH CHOICE HOTELS INTL INC Consumer Cyclical 25.0 $2K NEW $96.28 +18.1%
2931 ICF ISHARES TR 40.0 $2K NEW $60.17 +14.0%
2932 CLDT CHATHAM LODGING TR Real Estate 347.0 $2K NEW $6.93 +57.3%
2933 SCHM SCHWAB STRATEGIC TR 79.0 $2K NEW $30.38 +15.9%
2934 SCHWAB STRATEGIC TR 93.0 $2K NEW $25.75
2935 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 93.0 $2K NEW $25.58 -35.0%
2936 RXRX RECURSION PHARMACEUTICALS IN Healthcare 577.0 $2K NEW $4.11 -27.7%
2937 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 9.0 $2K NEW $263.22 -7.4%
2938 PD PAGERDUTY INC Technology 177.0 $2K NEW $13.35 -46.1%
2939 BKHY BNY MELLON ETF TRUST 49.0 $2K NEW $48.10 -0.9%
2940 DHS WISDOMTREE TR 23.0 $2K NEW $102.35 +10.2%
Page 147 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%