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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 90 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 XBI SPDR SERIES TRUST 262.0 $32K 0.00% NEW $121.67 +12.3%
1782 IG PRINCIPAL EXCHANGE TRADED FD 1,523.0 $32K 0.00% NEW $20.93 -1.1%
1783 GTY GETTY RLTY CORP NEW Real Estate 1,162.0 $32K 0.00% NEW $27.33 +19.0%
1784 NEWSMAX INC 4,066.0 $32K 0.00% NEW $7.79
1785 LAD LITHIA MTRS INC Consumer Cyclical 94.0 $32K 0.00% NEW $336.06 -13.4%
1786 OPCH OPTION CARE HEALTH INC Healthcare 980.0 $32K 0.00% NEW $32.16 -35.1%
1787 BYD BOYD GAMING CORP Consumer Cyclical 366.0 $31K 0.00% NEW $85.89 -3.7%
1788 MUR MURPHY OIL CORP Energy 992.0 $31K 0.00% NEW $31.63 +14.4%
1789 DVYE ISHARES INC 1,003.0 $31K 0.00% NEW $31.25 +9.0%
1790 MBC MASTERBRAND INC Consumer Cyclical 2,836.0 $31K 0.00% NEW $11.04 -21.4%
1791 EAGG ISHARES TR 652.0 $31K 0.00% NEW $47.97 -1.1%
1792 QQEW FIRST TR EXCHANGE-TRADED FD 218.0 $31K 0.00% NEW $143.39 +8.9%
1793 MAGA ETF SER SOLUTIONS 596.0 $31K 0.00% NEW $51.81 +5.3%
1794 ENERFLEX LTD 1,965.0 $31K 0.00% NEW $15.67
1795 ENR ENERGIZER HLDGS INC NEW Industrials 1,537.0 $31K 0.00% NEW $20.02 -9.0%
1796 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 281.0 $31K 0.00% NEW $109.49 -25.4%
1797 ZG ZILLOW GROUP INC Communication Services 442.0 $31K 0.00% NEW $69.34 -48.4%
1798 ITUB ITAU UNIBANCO HLDG S A Financial Services 4,255.0 $31K 0.00% NEW $7.20 +9.4%
1799 FNDA SCHWAB STRATEGIC TR 959.0 $31K 0.00% NEW $31.86 +13.3%
1800 COMP COMPASS INC Technology 2,879.0 $31K 0.00% NEW $10.61 -22.4%
Page 90 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%