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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 20 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AEP AMERICAN ELEC PWR CO INC Utilities 8,577.0 $1.1M 0.04% +939.0 +12.3% $131.12 +0.4%
382 ADSK AUTODESK INC Technology 4,726.0 $1.1M 0.04% -187.0 -3.8% $235.72 +2.2%
383 MET METLIFE INC Financial Services 16,193.0 $1.1M 0.04% -3K -15.4% $68.27 +23.1%
384 GSK GSK PLC Healthcare 20,367.0 $1.1M 0.04% +5K +36.9% $54.23 -5.3%
385 BTI BRITISH AMERN TOB PLC Consumer Defensive 18,754.0 $1.1M 0.04% +2K +10.6% $58.26 +12.2%
386 TT TRANE TECHNOLOGIES PLC Industrials 2,675.0 $1.1M 0.04% +287.0 +12.0% $404.02 +11.6%
387 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,687.0 $1.1M 0.04% +187.0 +5.3% $291.60 -0.7%
388 SONY SONY GROUP CORP Technology 53,512.0 $1.1M 0.04% +705.0 +1.3% $19.92 +11.1%
389 BAI BLACKROCK ETF TRUST 34,174.0 $1.1M 0.04% +7K +26.7% $31.17 +53.4%
390 MFG MIZUHO FINANCIAL GROUP INC Financial Services 139,392.0 $1.1M 0.04% +17K +13.9% $7.63 +22.1%
391 XLV SELECT SECTOR SPDR TR 7,395.0 $1.1M 0.04% +6K +508.1% $143.82 +4.2%
392 ING ING GROEP N.V. Financial Services 42,888.0 $1.1M 0.04% +2K +4.5% $24.77 +23.1%
393 TGT TARGET CORP Consumer Defensive 8,707.0 $1.0M 0.04% +983.0 +12.7% $118.78 +5.7%
394 SCHV SCHWAB STRATEGIC TR 33,844.0 $1.0M 0.04% +459.0 +1.4% $29.90 +11.4%
395 DFSV DIMENSIONAL ETF TRUST 29,441.0 $1.0M 0.04% -3K -8.0% $34.36 +8.9%
396 APP APPLOVIN CORP Technology 2,666.0 $992K 0.04% +164.0 +6.5% $372.08 +29.5%
397 BK BANK NEW YORK MELLON CORP Financial Services 8,572.0 $987K 0.04% +365.0 +4.5% $115.18 +20.9%
398 WBD WARNER BROS DISCOVERY INC Communication Services 36,242.0 $982K 0.04% +10K +36.4% $27.09 -0.2%
399 RIO RIO TINTO PLC Basic Materials 11,020.0 $979K 0.04% +769.0 +7.5% $88.82 +17.3%
400 XLI SELECT SECTOR SPDR TR 6,246.0 $978K 0.04% +224.0 +3.7% $156.61 +9.7%
Page 20 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%