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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 67 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 AVAV AEROVIRONMENT INC Industrials 331.0 $81K 0.00% NEW $244.00 -15.1%
1322 SHAK SHAKE SHACK INC Consumer Cyclical 1,008.0 $81K 0.00% NEW $79.95 -19.6%
1323 BLLN BILLIONTOONE INC Healthcare 940.0 $80K 0.00% NEW $85.09 +16.3%
1324 EMN EASTMAN CHEM CO Basic Materials 1,238.0 $80K 0.00% NEW $64.33 +17.9%
1325 EZU ISHARES INC 1,235.0 $80K 0.00% NEW $64.42 +6.8%
1326 ITRI ITRON INC Technology 844.0 $80K 0.00% NEW $94.23 -12.5%
1327 FFBC FIRST FINL BANCORP OH Financial Services 3,144.0 $79K 0.00% NEW $25.25 +21.8%
1328 MTDR MATADOR RES CO Energy 1,853.0 $79K 0.00% NEW $42.80 +25.2%
1329 FSLR FIRST SOLAR INC Energy 299.0 $79K 0.00% NEW $264.30 +16.1%
1330 MPT MEDICAL PPTYS TRUST INC Financial Services 15,579.0 $79K 0.00% NEW $5.06 +1.0%
1331 BRX BRIXMOR PPTY GROUP INC Real Estate 2,978.0 $79K 0.00% NEW $26.38 +15.8%
1332 UEC URANIUM ENERGY CORP Energy 6,661.0 $78K 0.00% NEW $11.77 +17.0%
1333 LEIDOS HOLDINGS INC 425.0 $78K 0.00% NEW $183.35
1334 CVBF CVB FINL CORP Financial Services 4,137.0 $78K 0.00% NEW $18.80 +8.3%
1335 HYGV FLEXSHARES TR 1,907.0 $78K 0.00% NEW $40.78 -0.8%
1336 RIOT RIOT PLATFORMS INC Financial Services 6,116.0 $78K 0.00% NEW $12.70 +113.5%
1337 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 312.0 $77K 0.00% NEW $247.08 +0.3%
1338 DIOD DIODES INC Technology 1,536.0 $77K 0.00% NEW $49.89 +111.1%
1339 CRC CALIFORNIA RES CORP Energy 1,715.0 $77K 0.00% NEW $44.68 +32.7%
1340 PPA INVESCO EXCHANGE TRADED FD T 484.0 $76K 0.00% NEW $157.93 +12.4%
Page 67 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%