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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 20 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BTI BRITISH AMERN TOB PLC Consumer Defensive 16,954.0 $959K 0.04% NEW $56.55 +15.6%
382 XLI SELECT SECTOR SPDR TR 6,022.0 $942K 0.04% NEW $156.42 +9.8%
383 HBAN HUNTINGTON BANCSHARES INC Financial Services 53,716.0 $938K 0.04% NEW $17.47 -8.9%
384 TT TRANE TECHNOLOGIES PLC Industrials 2,388.0 $936K 0.04% NEW $391.76 +15.1%
385 FLOT ISHARES TR 18,233.0 $927K 0.04% NEW $50.83 +0.4%
386 RSG REPUBLIC SVCS INC Industrials 4,305.0 $924K 0.04% NEW $214.69 -2.7%
387 IUSG ISHARES TR 5,461.0 $924K 0.04% NEW $169.23 +10.3%
388 PULS PGIM ETF TR 18,603.0 $922K 0.04% NEW $49.58 +0.2%
389 BHP BHP GROUP LTD Basic Materials 15,011.0 $914K 0.04% NEW $60.92 +38.9%
390 BIL SPDR SERIES TRUST 10,003.0 $914K 0.04% NEW $91.37 +0.2%
391 BAI BLACKROCK ETF TRUST 26,977.0 $908K 0.03% NEW $33.66 +42.0%
392 CMS CMS ENERGY CORP Utilities 12,825.0 $903K 0.03% NEW $70.42 +5.8%
393 PREF PRINCIPAL EXCHANGE TRADED FD 47,286.0 $901K 0.03% NEW $19.05 -0.4%
394 MFG MIZUHO FINANCIAL GROUP INC Financial Services 122,368.0 $901K 0.03% NEW $7.36 +26.6%
395 ROK ROCKWELL AUTOMATION INC Industrials 2,264.0 $891K 0.03% NEW $393.75 +14.9%
396 BDX BECTON DICKINSON & CO Healthcare 4,553.0 $891K 0.03% NEW $195.67 -24.6%
397 QDEF FLEXSHARES TR 10,923.0 $891K 0.03% NEW $81.53 +7.6%
398 BP BP PLC Energy 25,564.0 $888K 0.03% NEW $34.75 +27.7%
399 AEP AMERICAN ELEC PWR CO INC Utilities 7,638.0 $886K 0.03% NEW $116.00 +13.4%
400 J P MORGAN EXCHANGE TRADED F 17,447.0 $886K 0.03% NEW $50.78
Page 20 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%