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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 155 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 YDEC FIRST TR EXCHNG TRADED FD VI 55.0 $1K NEW $26.22 +4.6%
3082 RIG TRANSOCEAN LTD Energy 349.0 $1K NEW $4.13 +56.9%
3083 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 110.0 $1K NEW $13.09 -26.2%
3084 KRNY KEARNY FINL CORP MD Financial Services 193.0 $1K NEW $7.45 +11.4%
3085 APPN APPIAN CORP Technology 40.0 $1K NEW $35.83 -39.5%
3086 INGN INOGEN INC Healthcare 212.0 $1K NEW $6.72 -2.1%
3087 CAR AVIS BUDGET GROUP Industrials 11.0 $1K NEW $128.82 +29.3%
3088 GTLB GITLAB INC Technology 37.0 $1K NEW $38.16 -29.9%
3089 INFL LISTED FDS TR 31.0 $1K NEW $45.55 +16.3%
3090 YJUN FIRST TR EXCHNG TRADED FD VI 55.0 $1K NEW $25.65 +4.4%
3091 ABEV AMBEV SA Consumer Defensive 565.0 $1K NEW $2.48 +31.9%
3092 VSTS VESTIS CORPORATION Industrials 206.0 $1K NEW $6.77 +73.4%
3093 GNOV FIRST TR EXCHNG TRADED FD VI 35.0 $1K NEW $39.80 +4.4%
3094 CLBK COLUMBIA FINL INC Financial Services 88.0 $1K NEW $15.58 +30.9%
3095 GJAN FIRST TR EXCHNG TRADED FD VI 32.0 $1K NEW $42.84 +4.6%
3096 IRMD IRADIMED CORP Healthcare 14.0 $1K NEW $97.79 -5.0%
3097 GDEC FIRST TR EXCHNG TRADED FD VI 36.0 $1K NEW $37.92 +4.6%
3098 GSEP FIRST TR EXCHNG TRADED FD VI 35.0 $1K NEW $38.86 +4.8%
3099 DFH DREAM FINDERS HOMES INC Consumer Cyclical 78.0 $1K NEW $17.35 -14.3%
3100 KNCT INVESCO EXCHANGE TRADED FD T 10.0 $1K NEW $135.00 +51.5%
Page 155 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%