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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 28 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 HPE HEWLETT PACKARD ENTERPRISE C Technology 21,256.0 $481K 0.02% +2K +11.9% $22.61 +66.2%
542 A AGILENT TECHNOLOGIES INC Healthcare 4,286.0 $480K 0.02% -228.0 -5.0% $112.02 +2.6%
543 PYPL PAYPAL HLDGS INC Financial Services 10,734.0 $480K 0.02% -4K -26.3% $44.67 -1.0%
544 OXY OCCIDENTAL PETE CORP Energy 7,189.0 $476K 0.02% +2K +27.4% $66.24 -11.2%
545 NVO NOVO-NORDISK A S Healthcare 13,470.0 $475K 0.02% -4K -21.4% $35.29 +27.4%
546 AJG GALLAGHER ARTHUR J & CO Financial Services 2,195.0 $474K 0.02% +35.0 +1.6% $215.96 -5.2%
547 SPIB SPDR SERIES TRUST 14,162.0 $473K 0.02% +11K +303.6% $33.41 -0.2%
548 YUM YUM BRANDS INC Consumer Cyclical 3,000.0 $464K 0.02% +298.0 +11.0% $154.61 -0.2%
549 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,722.0 $455K 0.02% -972.0 -17.1% $96.36 +2.9%
550 AVB AVALONBAY CMNTYS INC Real Estate 2,813.0 $455K 0.02% -129.0 -4.4% $161.59 +14.9%
551 IXUS ISHARES TR 5,416.0 $454K 0.02% +5K +1119.8% $83.74 +13.4%
552 DB DEUTSCHE BK AG Financial Services 15,938.0 $452K 0.02% +1K +8.9% $28.39 +14.2%
553 CF CF INDUSTRIES HOLD Basic Materials 3,282.0 $452K 0.02% +2K +201.7% $137.63 -11.6%
554 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,363.0 $450K 0.02% +914.0 +63.1% $190.62 +21.3%
555 SYY SYSCO CORP Consumer Defensive 6,492.0 $450K 0.02% +917.0 +16.4% $69.30 +10.1%
556 XLSR SSGA ACTIVE TR 8,026.0 $449K 0.02% +1K +16.1% $55.94 +16.9%
557 STT STATE STR CORP Financial Services 3,632.0 $448K 0.02% +1K +41.7% $123.42 +24.7%
558 FORTINET INC 5,634.0 $445K 0.02% +304.0 +5.7% $79.05
559 HYG ISHARES TR 5,565.0 $439K 0.02% +2K +46.0% $78.81 +1.4%
560 BLACKROCK ETF TRUST 14,088.0 $439K 0.02% NEW $31.13
Page 28 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%