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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 19 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,093.0 $1.1M 0.04% NEW $348.84 +13.1%
362 F FORD MTR CO Consumer Cyclical 81,313.0 $1.1M 0.04% NEW $13.23 +12.8%
363 UNILEVER PLC 16,279.0 $1.1M 0.04% NEW $65.62
364 MGC VANGUARD WORLD FD 4,217.0 $1.1M 0.04% NEW $252.86 +8.4%
365 JCI JOHNSON CTLS INTL PLC Industrials 8,816.0 $1.1M 0.04% NEW $120.94 +14.4%
366 DFSV DIMENSIONAL ETF TRUST 31,985.0 $1.1M 0.04% NEW $33.21 +12.7%
367 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 11,545.0 $1.1M 0.04% NEW $91.47 +0.3%
368 MMM 3M CO Industrials 6,548.0 $1.1M 0.04% NEW $161.18 -5.4%
369 VWOB VANGUARD WHITEHALL FDS 15,495.0 $1.0M 0.04% NEW $67.56 -1.9%
370 IWN ISHARES TR 5,723.0 $1.0M 0.04% NEW $182.66 +15.7%
371 EPI WISDOMTREE TR 22,646.0 $1.0M 0.04% NEW $45.82 -7.5%
372 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,090.0 $1.0M 0.04% NEW $483.81 +4.6%
373 PWR QUANTA SVCS INC Industrials 2,337.0 $1.0M 0.04% NEW $428.82 +68.7%
374 GLW CORNING INC Technology 11,249.0 $1000K 0.04% NEW $88.87 +118.4%
375 SCHV SCHWAB STRATEGIC TR 33,385.0 $996K 0.04% NEW $29.84 +11.6%
376 GIS GENERAL MLS INC Consumer Defensive 21,264.0 $992K 0.04% NEW $46.67 -27.8%
377 AMT AMERICAN TOWER CORP NEW Real Estate 5,604.0 $990K 0.04% NEW $176.74 +4.0%
378 BKR BAKER HUGHES COMPANY Energy 21,439.0 $988K 0.04% NEW $46.09 +43.3%
379 IWO ISHARES TR 2,950.0 $961K 0.04% NEW $325.82 +14.3%
380 BK BANK NEW YORK MELLON CORP Financial Services 8,207.0 $959K 0.04% NEW $116.88 +19.1%
Page 19 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%