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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 29 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RKT ROCKET COS INC Financial Services 21,990.0 $441K 0.02% NEW $20.06 -30.1%
562 RGA REINSURANCE GRP OF AMERICA I Financial Services 2,145.0 $440K 0.02% NEW $204.94 +3.7%
563 SUSA ISHARES TR 3,099.0 $435K 0.02% NEW $140.52 +8.5%
564 XLSR SSGA ACTIVE TR 6,912.0 $434K 0.02% NEW $62.72 +4.9%
565 B BARRICK MNG CORP Basic Materials 9,781.0 $433K 0.02% NEW $44.24 -5.1%
566 VRT VERTIV HOLDINGS CO Industrials 2,630.0 $432K 0.02% NEW $164.34 +99.5%
567 PUK PRUDENTIAL PLC Financial Services 13,783.0 $432K 0.02% NEW $31.34 -2.4%
568 JNK SPDR SERIES TRUST 4,401.0 $428K 0.02% NEW $97.30 -0.9%
569 FORTINET INC 5,330.0 $428K 0.02% NEW $80.31
570 RMD RESMED INC Healthcare 1,741.0 $423K 0.02% NEW $243.09 -14.1%
571 SE SEA LTD Consumer Cyclical 3,292.0 $423K 0.02% NEW $128.35 -30.5%
572 KN KNOWLES CORP Technology 19,245.0 $416K 0.02% NEW $21.60 +76.8%
573 SYY SYSCO CORP Consumer Defensive 5,575.0 $414K 0.02% NEW $74.20 +1.5%
574 FISV FISERV INC Technology 6,105.0 $412K 0.02% NEW $67.54 -17.6%
575 YUM YUM BRANDS INC Consumer Cyclical 2,702.0 $411K 0.02% NEW $152.18 +1.8%
576 IWY ISHARES TR 1,465.0 $409K 0.01% NEW $278.93 +5.4%
577 EIX EDISON INTL Utilities 6,770.0 $409K 0.01% NEW $60.35 +18.2%
578 LNG CHENIERE ENERGY INC Energy 2,102.0 $407K 0.01% NEW $193.52 +21.4%
579 SOXX ISHARES TR 1,306.0 $398K 0.01% NEW $304.98 +86.1%
580 NVR NVR INC Consumer Cyclical 54.0 $396K 0.01% NEW $7327.20 -16.8%
Page 29 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%