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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 78 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 ALLY ALLY FINL INC Financial Services 1,123.0 $51K 0.00% NEW $45.61 -6.1%
1542 IRT INDEPENDENCE RLTY TR INC Real Estate 2,875.0 $51K 0.00% NEW $17.77 -8.7%
1543 TBBK BANCORP INC DEL Financial Services 748.0 $51K 0.00% NEW $68.25 -19.2%
1544 XLP SELECT SECTOR SPDR TR 651.0 $51K 0.00% NEW $78.15 +6.0%
1545 PSTG PURE STORAGE INC Technology 749.0 $51K 0.00% NEW $67.79 +30.3%
1546 APPS DIGITAL TURBINE INC Technology 10,063.0 $51K 0.00% NEW $5.04 +74.2%
1547 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 311.0 $51K 0.00% NEW $163.03 +2.7%
1548 HRI HERC HLDGS INC Industrials 332.0 $51K 0.00% NEW $152.67 -12.9%
1549 ARKQ ARK ETF TR 437.0 $50K 0.00% NEW $115.50 +23.7%
1550 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 959.0 $50K 0.00% NEW $52.33 -10.6%
1551 GIII G III APPAREL GROUP LTD Consumer Cyclical 1,675.0 $50K 0.00% NEW $29.73 +8.7%
1552 IIIN INSTEEL INDS INC Industrials 1,539.0 $50K 0.00% NEW $32.28 -14.8%
1553 DFIS DIMENSIONAL ETF TRUST 1,502.0 $50K 0.00% NEW $33.07 +11.6%
1554 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 1,253.0 $50K 0.00% NEW $39.64 +52.0%
1555 AA ALCOA CORP Basic Materials 910.0 $50K 0.00% NEW $54.44 +42.6%
1556 QTEC FIRST TR EXCHANGE-TRADED FD 212.0 $49K 0.00% NEW $233.03 +37.0%
1557 ISHARES TR 1,080.0 $49K 0.00% NEW $45.68
1558 FIRST TR EXCHNG TRADED FD VI 1,353.0 $49K 0.00% NEW $36.45
1559 DAPR FIRST TR EXCHNG TRADED FD VI 1,251.0 $49K 0.00% NEW $39.37 +4.0%
1560 VGK VANGUARD INTL EQUITY INDEX F 586.0 $49K 0.00% NEW $83.95 +6.0%
Page 78 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%