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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 14 of 60  ·  1,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VIGI VANGUARD WHITEHALL FDS 15,201.0 $1.3M 0.05% +86.0 +0.6% $86.06 +9.7%
262 AVEM AMERICAN CENTY ETF TR 16,671.0 $1.3M 0.05% +470.0 +2.9% $77.78 +24.6%
263 XTEN BONDBLOXX ETF TRUST 28,229.0 $1.3M 0.05% +2K +6.4% $45.78 -0.6%
264 DFSD DIMENSIONAL ETF TRUST 27,068.0 $1.3M 0.05% +2K +5.9% $47.73 +0.5%
265 TFC TRUIST FINL CORP Financial Services 28,703.0 $1.3M 0.05% +1K +4.7% $44.64 +10.1%
266 IYK ISHARES TR 18,168.0 $1.3M 0.05% +18K +10000.0% $69.96 +4.8%
267 CRWD CROWDSTRIKE HLDGS INC Technology 3,275.0 $1.2M 0.04% +432.0 +15.2% $380.12 +78.8%
268 IAU ISHARES GOLD TR Financial Services 14,627.0 $1.2M 0.04% +7K +82.7% $84.93 -4.0%
269 BP BP PLC Energy 25,919.0 $1.2M 0.04% +355.0 +1.4% $47.35 -13.1%
270 PGR PROGRESSIVE CORP Financial Services 6,084.0 $1.2M 0.04% +56.0 +0.9% $201.41 +1.6%
271 BCS BARCLAYS PLC Financial Services 59,618.0 $1.2M 0.04% +5K +8.7% $20.21 +28.6%
272 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 16,773.0 $1.2M 0.04% +1K +7.0% $71.32 +30.3%
273 DIA STATE STR SPDR DOW JONES IND Financial Services 2,628.0 $1.2M 0.04% +538.0 +25.7% $452.21 +15.3%
274 DAL DELTA AIR LINES INC Industrials 18,797.0 $1.2M 0.04% +603.0 +3.3% $63.19 +31.6%
275 UNILEVER PLC 19,734.0 $1.2M 0.04% +3K +21.2% $59.98
276 PANW PALO ALTO NETWORKS INC Technology 7,664.0 $1.2M 0.04% +1K +16.6% $154.36 +81.3%
277 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,992.0 $1.2M 0.04% +266.0 +7.1% $295.87 +18.4%
278 BHP BHP BILLITON LIMITED Basic Materials 17,047.0 $1.2M 0.04% +2K +13.6% $69.02 +34.0%
279 JCI JOHNSON CONTROLS INTERNATION Industrials 9,258.0 $1.2M 0.04% +442.0 +5.0% $126.59 +14.7%
280 IWO ISHARES TR 3,846.0 $1.2M 0.04% +896.0 +30.4% $301.05 +26.7%
Page 14 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%