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Portfolio (Quarterly) Guide ↗

Smartleaf Asset Management LLC

· CIK 0002010393
13F Portfolio $2.8B AUM 3,510 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 202 New 1188 Added 1432 Reduced 173 Exited
Page 10 of 60  ·  1,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 USFR WISDOMTREE TR 41,428.0 $2.1M 0.07% +4K +11.7% $50.34 +0.2%
182 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 13,089.0 $2.1M 0.07% +269.0 +2.1% $156.94 -10.0%
183 SHEL SHELL PLC Energy 22,086.0 $2.0M 0.07% +754.0 +3.5% $92.74 -11.3%
184 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,540.0 $2.0M 0.07% +555.0 +13.9% $443.19 +1.6%
185 QSIG WISDOMTREE TR 41,304.0 $2.0M 0.07% +1K +2.6% $48.38 +0.3%
186 MDT MEDTRONIC PLC Healthcare 23,270.0 $2.0M 0.07% +2K +8.9% $85.74 -5.2%
187 BIL SPDR SERIES TRUST 21,723.0 $2.0M 0.07% +12K +117.2% $91.64 -0.1%
188 WMB WILLIAMS COS INC Energy 27,068.0 $2.0M 0.07% +751.0 +2.9% $72.47 -1.4%
189 PH PARKER-HANNIFIN CORP Industrials 2,271.0 $2.0M 0.07% +128.0 +6.0% $861.53 +8.9%
190 SPLV INVESCO EXCH TRADED FD TR II 26,423.0 $1.9M 0.07% +22K +530.8% $72.78 +2.4%
191 CVS CVS HEALTH CORP Healthcare 27,185.0 $1.9M 0.07% +1K +4.5% $70.14 +43.6%
192 DBEF DBX ETF TR 39,370.0 $1.9M 0.07% +39K +10000.0% $48.27 +11.8%
193 ENB ENBRIDGE INC Energy 34,538.0 $1.9M 0.07% +716.0 +2.1% $54.33 +2.5%
194 PRINCIPAL EXCHANGE TRADED FD 56,979.0 $1.9M 0.07% +2K +4.6% $32.70
195 MCK MCKESSON CORP Healthcare 2,161.0 $1.9M 0.07% +118.0 +5.8% $860.59 -8.7%
196 ANET ARISTA NETWORKS INC Technology 15,968.0 $1.9M 0.07% +871.0 +5.8% $116.14 +44.7%
197 DGCB DIMENSIONAL ETF TRUST 34,290.0 $1.8M 0.07% +6K +22.8% $53.77 +2.2%
198 HCA HCA HEALTHCARE INC Healthcare 3,922.0 $1.8M 0.07% +331.0 +9.2% $467.86 -15.2%
199 QHY WISDOMTREE TR 40,485.0 $1.8M 0.07% +1K +2.9% $45.02 +2.4%
200 PULS PGIM ETF TR 36,647.0 $1.8M 0.07% +18K +97.0% $49.66 -0.0%
Page 10 of 60  ·  1,188 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 30.3%
Financial Services 15.0%
Healthcare 10.3%
Consumer Cyclical 9.0%
Industrials 8.8%
Communication Services 8.8%
Energy 5.5%
Consumer Defensive 5.4%
Utilities 3.0%
Basic Materials 2.2%