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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 16 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GLW CORNING INC Technology 12,174.0 $1.6M 0.06% +925.0 +8.2% $128.56 +50.9%
302 SCHX SCHWAB STRATEGIC TR 62,801.0 $1.6M 0.06% +9K +17.0% $24.92 +17.7%
303 FDX FEDEX CORP Industrials 4,551.0 $1.6M 0.06% +412.0 +9.9% $341.83 +15.3%
304 WAB WABTEC Industrials 6,499.0 $1.5M 0.06% -264.0 -3.9% $237.39 +8.0%
305 AMP AMERIPRISE FINL INC Financial Services 3,512.0 $1.5M 0.06% +75.0 +2.2% $438.50 +3.2%
306 VTWO VANGUARD SCOTTSDALE FDS 15,836.0 $1.5M 0.06% +9K +133.6% $96.77 +19.0%
307 SCHB SCHWAB STRATEGIC TR 62,775.0 $1.5M 0.06% +10K +20.1% $24.39 +17.8%
308 GM GENERAL MTRS CO Consumer Cyclical 20,961.0 $1.5M 0.06% +2K +8.8% $72.76 +8.3%
309 TRV TRAVELERS COMPANIES INC Financial Services 5,188.0 $1.5M 0.06% +315.0 +6.5% $291.87 +5.0%
310 CSX CSX CORP Industrials 38,020.0 $1.5M 0.06% +3K +9.0% $39.77 +14.5%
311 MRSH MARSH & MCLENNAN COS INC Financial Services 8,641.0 $1.5M 0.06% +73.0 +0.8% $174.72 -6.1%
312 CBRE CBRE GROUP INC Real Estate 11,325.0 $1.5M 0.05% -2K -11.7% $133.15 -1.6%
313 CL COLGATE PALMOLIVE CO Consumer Defensive 17,477.0 $1.5M 0.05% +2K +14.5% $85.73 +5.7%
314 CMCSA COMCAST CORP NEW Communication Services 51,003.0 $1.5M 0.05% +6K +12.5% $28.90 -12.8%
315 SPHQ INVESCO EXCHANGE TRADED FD T 20,050.0 $1.5M 0.05% +20K +4456.8% $73.46 +15.2%
316 ISHARES TR 72,236.0 $1.5M 0.05% $20.36
317 VONE VANGUARD SCOTTSDALE FDS 5,106.0 $1.5M 0.05% +3K +107.1% $286.73 +17.3%
318 ESGU ISHARES TR 10,649.0 $1.5M 0.05% -2K -13.3% $137.40 +18.4%
319 BA BOEING CO Industrials 7,726.0 $1.5M 0.05% +2K +29.9% $189.23 +15.7%
320 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 76,040.0 $1.4M 0.05% +11K +16.5% $19.02 +19.3%
Page 16 of 176  ·  3,510 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%