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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 18 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 XLG INVESCO EXCHANGE TRADED FD T 20,530.0 $1.2M 0.05% NEW $59.64 +6.6%
342 IYW ISHARES TR 6,025.0 $1.2M 0.05% NEW $201.51 +20.0%
343 CL COLGATE PALMOLIVE CO Consumer Defensive 15,261.0 $1.2M 0.05% NEW $79.51 +14.0%
344 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 15,674.0 $1.2M 0.05% NEW $77.41 +12.1%
345 PFE PFIZER INC Healthcare 48,293.0 $1.2M 0.05% NEW $24.99 +3.6%
346 FDX FEDEX CORP Industrials 4,139.0 $1.2M 0.05% NEW $291.11 +35.4%
347 CMF ISHARES TR 20,876.0 $1.2M 0.04% NEW $57.43 -1.0%
348 GUNR FLEXSHARES TR 25,981.0 $1.2M 0.04% NEW $46.14 +17.6%
349 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 83,344.0 $1.2M 0.04% NEW $14.38 -3.0%
350 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,869.0 $1.2M 0.04% NEW $631.47 -15.0%
351 GLD SPDR GOLD TR Financial Services 2,952.0 $1.2M 0.04% NEW $398.89 +3.7%
352 VXUS VANGUARD STAR FDS 15,503.0 $1.2M 0.04% NEW $75.76 +11.5%
353 ING ING GROEP N.V. Financial Services 41,049.0 $1.2M 0.04% NEW $28.10 +8.5%
354 EFA ISHARES TR 11,935.0 $1.2M 0.04% NEW $96.44 +7.8%
355 TOTALENERGIES SE 16,837.0 $1.1M 0.04% NEW $65.92
356 SNY SANOFI SA Healthcare 22,587.0 $1.1M 0.04% NEW $48.74 -9.1%
357 PSC PRINCIPAL EXCHANGE TRADED FD 18,768.0 $1.1M 0.04% NEW $58.27 +10.7%
358 PY PRINCIPAL EXCHANGE TRADED FD 20,794.0 $1.1M 0.04% NEW $52.57 +3.9%
359 BX BLACKSTONE INC Financial Services 7,005.0 $1.1M 0.04% NEW $154.79 -23.4%
360 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,726.0 $1.1M 0.04% NEW $290.43 +10.6%
Page 18 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%