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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 5 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EFA ISHARES TR 9,148.0 $861K 0.03% -3K -23.4% $94.08 +10.5%
82 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,988.0 $851K 0.03% -105.0 -3.4% $284.85 +38.6%
83 IYW ISHARES TR 4,731.0 $821K 0.03% -1K -21.5% $173.53 +39.3%
84 TER TERADYNE INC Technology 2,831.0 $782K 0.03% -186.0 -6.2% $276.35 +29.7%
85 KR KROGER CO Consumer Defensive 10,609.0 $782K 0.03% -138.0 -1.3% $73.72 -8.8%
86 VOOV VANGUARD ADMIRAL FDS INC 3,379.0 $677K 0.02% -322.0 -8.7% $200.43 +9.8%
87 GLDM WORLD GOLD TR Financial Services 7,523.0 $672K 0.02% -8K -51.6% $89.32 -0.1%
88 PREF PRINCIPAL EXCHANGE TRADED FD 35,653.0 $668K 0.02% -12K -24.6% $18.73 +1.3%
89 VST VISTRA CORP Utilities 4,416.0 $652K 0.02% -105.0 -2.3% $147.56 +5.9%
90 BINC BLACKROCK ETF TRUST II 12,435.0 $644K 0.02% -2K -13.6% $51.76 +0.8%
91 AON AON PLC Financial Services 1,945.0 $630K 0.02% -257.0 -11.7% $324.14 +0.2%
92 DFGR DIMENSIONAL ETF TRUST 23,904.0 $625K 0.02% -372.0 -1.5% $26.13 +10.8%
93 REET ISHARES TR 24,521.0 $608K 0.02% -4K -14.2% $24.79 +10.6%
94 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,261.0 $599K 0.02% -165.0 -11.6% $475.00 +9.4%
95 KEY KEYCORP Financial Services 30,565.0 $593K 0.02% -2K -6.5% $19.40 +11.1%
96 SPMO INVESCO EXCH TRADED FD TR II 5,444.0 $587K 0.02% -8K -59.2% $107.85 +34.4%
97 NKE NIKE INC Consumer Cyclical 11,446.0 $587K 0.02% -739.0 -6.1% $51.24 -12.8%
98 TEL TE CONNECTIVITY PLC Technology 2,863.0 $569K 0.02% -192.0 -6.3% $198.69 +2.1%
99 LKFN LAKELAND FINL CORP Financial Services 9,649.0 $546K 0.02% -315.0 -3.2% $56.57 +5.9%
100 IUSG ISHARES TR 3,571.0 $532K 0.02% -2K -34.6% $149.10 +25.2%
Page 5 of 72  ·  1,432 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%