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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 24 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HOOD ROBINHOOD MKTS INC Financial Services 5,875.0 $678K 0.03% NEW $115.45 -36.2%
462 KEY KEYCORP Financial Services 32,704.0 $678K 0.03% NEW $20.73 +4.0%
463 KR KROGER CO Consumer Defensive 10,747.0 $674K 0.03% NEW $62.68 +7.3%
464 D DOMINION ENERGY INC Utilities 11,393.0 $673K 0.03% NEW $59.06 +14.6%
465 BWX SPDR SERIES TRUST 29,736.0 $671K 0.03% NEW $22.56 -2.8%
466 UAL UNITED AIRLS HLDGS INC Industrials 6,015.0 $671K 0.03% NEW $111.52 -10.4%
467 SYF SYNCHRONY FINANCIAL Financial Services 7,880.0 $664K 0.03% NEW $84.31 -14.8%
468 EDIV SPDR INDEX SHS FDS 16,871.0 $663K 0.03% NEW $39.32 +4.5%
469 COIN COINBASE GLOBAL INC Financial Services 2,864.0 $663K 0.03% NEW $231.61 -20.1%
470 IVLU ISHARES TR 17,321.0 $663K 0.03% NEW $38.28 +11.4%
471 IAU ISHARES GOLD TR Financial Services 8,005.0 $654K 0.03% NEW $81.71 +3.8%
472 DLR DIGITAL RLTY TR INC Real Estate 4,178.0 $653K 0.03% NEW $156.41 +22.8%
473 FCX FREEPORT-MCMORAN INC Basic Materials 12,620.0 $649K 0.03% NEW $51.41 +20.6%
474 DFGR DIMENSIONAL ETF TRUST 24,276.0 $646K 0.02% NEW $26.61 +8.8%
475 ROST ROSS STORES INC Consumer Cyclical 3,545.0 $643K 0.02% NEW $181.46 +29.4%
476 CGHM CAPITAL GRP FIXED INCM ETF T 25,129.0 $640K 0.02% NEW $25.45 -0.0%
477 MSI MOTOROLA SOLUTIONS INC Technology 1,658.0 $637K 0.02% NEW $383.97 +5.2%
478 FANG DIAMONDBACK ENERGY INC Energy 4,208.0 $637K 0.02% NEW $151.26 +32.7%
479 AFL AFLAC INC Financial Services 5,737.0 $636K 0.02% NEW $110.80 +6.4%
480 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,671.0 $631K 0.02% NEW $49.83 -13.8%
Page 24 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%