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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 88 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 KEX KIRBY CORP Industrials 306.0 $34K 0.00% NEW $110.98 +26.7%
1742 PLNT PLANET FITNESS INC Consumer Cyclical 309.0 $34K 0.00% NEW $109.20 -51.0%
1743 CSL CARLISLE COS INC Industrials 104.0 $34K 0.00% NEW $324.25 +6.3%
1744 SPSB SPDR SERIES TRUST 1,115.0 $34K 0.00% NEW $30.21 -0.5%
1745 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 1,204.0 $34K 0.00% NEW $27.90 -31.4%
1746 ALKT ALKAMI TECHNOLOGY INC Technology 1,447.0 $34K 0.00% NEW $23.21 -21.7%
1747 AYI ACUITY INC Industrials 92.0 $34K 0.00% NEW $364.92 -16.4%
1748 STAG STAG INDL INC Real Estate 902.0 $34K 0.00% NEW $37.22 +1.7%
1749 DXC DXC TECHNOLOGY CO Technology 2,246.0 $33K 0.00% NEW $14.89 -33.4%
1750 AVA AVISTA CORP Utilities 863.0 $33K 0.00% NEW $38.72 +7.1%
1751 HOLOGIC INC 448.0 $33K 0.00% NEW $74.54
1752 SPHQ INVESCO EXCHANGE TRADED FD T 440.0 $33K 0.00% NEW $75.74 +12.7%
1753 WT WISDOMTREE INC Financial Services 2,683.0 $33K 0.00% NEW $12.42 +53.4%
1754 BCE BCE INC Communication Services 1,411.0 $33K 0.00% NEW $23.58 +6.5%
1755 SGOV ISHARES TR 331.0 $33K 0.00% NEW $100.37 +0.3%
1756 ORA ORMAT TECHNOLOGIES INC Utilities 297.0 $33K 0.00% NEW $111.71 +22.8%
1757 SIGI SELECTIVE INS GROUP INC Financial Services 392.0 $33K 0.00% NEW $84.59 +2.3%
1758 HOPE HOPE BANCORP INC Financial Services 2,998.0 $33K 0.00% NEW $11.05 +13.5%
1759 TRIP TRIPADVISOR INC Consumer Cyclical 2,259.0 $33K 0.00% NEW $14.64 -23.6%
1760 EGO ELDORADO GOLD CORP NEW Basic Materials 915.0 $33K 0.00% NEW $36.13 -6.4%
Page 88 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%