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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 55 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 HOMB HOME BANCSHARES INC Financial Services 4,327.0 $121K 0.01% NEW $27.99 -4.7%
1082 SLV ISHARES SILVER TR Financial Services 1,746.0 $120K 0.01% NEW $68.98 -2.1%
1083 PML PIMCO MUN INCOME FD II Financial Services 15,831.0 $120K 0.01% NEW $7.60 -2.2%
1084 SMTC SEMTECH CORP Technology 1,600.0 $120K 0.01% NEW $75.16 +109.2%
1085 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 3,270.0 $120K 0.01% NEW $36.73 +14.2%
1086 WWD WOODWARD INC Industrials 395.0 $120K 0.01% NEW $303.13 +19.2%
1087 MCY MERCURY GENL CORP NEW Financial Services 1,270.0 $120K 0.01% NEW $94.11 +5.6%
1088 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,398.0 $119K 0.01% NEW $85.15 -4.9%
1089 SPIB SPDR SERIES TRUST 3,509.0 $119K 0.01% NEW $33.86 -1.2%
1090 ADC AGREE RLTY CORP Real Estate 1,629.0 $119K 0.00% NEW $72.86 +2.8%
1091 BOH BANK HAWAII CORP Financial Services 1,726.0 $119K 0.00% NEW $68.71 +13.3%
1092 SKT TANGER INC Real Estate 3,476.0 $118K 0.00% NEW $34.06 +5.6%
1093 CNC CENTENE CORP DEL Healthcare 2,868.0 $118K 0.00% NEW $41.21 +42.7%
1094 FRT FEDERAL RLTY INVT TR NEW Real Estate 1,160.0 $118K 0.00% NEW $101.87 +18.8%
1095 SPTL SPDR SERIES TRUST 4,428.0 $118K 0.00% NEW $26.64 -2.7%
1096 CHCO CITY HLDG CO Financial Services 965.0 $118K 0.00% NEW $122.07 +2.0%
1097 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 453.0 $118K 0.00% NEW $259.74 +41.0%
1098 PFF ISHARES TR 3,785.0 $118K 0.00% NEW $31.06 +1.1%
1099 AUB ATLANTIC UN BANKSHARES CORP Financial Services 3,307.0 $118K 0.00% NEW $35.54 +5.9%
1100 ESLT ELBIT SYS LTD Industrials 202.0 $117K 0.00% NEW $579.00 +43.1%
Page 55 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%