Smart Portfolios, LLC

CIK

1513227

Location

LAKE FOREST PARK, WA

Portfolio Value

Micro $258,870

Diversification

Diversified

Filing Date

Global Rank

#7,260 / 8,578 ▲ 28

Top Industry

Semiconductors 13.1%

3Y Alpha vs SPY

-3.9%

Period ended 3 months ago

Filed May 1, 2026 · 45d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.0%

SPY

+77.5%

Annualised alpha

-3.9%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.6%

−0.6 pts

Top 5

29.9%

−2.0 pts

Top 10

46.6%

−2.3 pts

HHI

331

Diversified−20

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$11,218,759	9
Financial Services	13.1%	$4,519,833	7
Industrials	12.1%	$4,185,953	7
Healthcare	9.8%	$3,388,770	7
Consumer Cyclical	9.4%	$3,246,917	5
Unclassified	9.0%	$3,095,671	2
Energy	5.0%	$1,732,393	4
Communication Services	4.1%	$1,402,692	3
Consumer Defensive	2.8%	$949,988	2
Basic Materials	1.5%	$517,362	1
Real Estate	0.7%	$258,870	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+710	4,911	$1,022,813
CSCO	Cisco Systems, Inc.	+580	9,114	$707,155
SBUX	Starbucks Corp	+297	5,481	$491,042
NKE	NIKE, Inc.	+225	6,710	$354,422
ORCL	Oracle Corp	+185	7,445	$1,095,233
MSFT	Microsoft Corp	+175	5,316	$1,967,823
QQQ	Invesco Qqq Trust, Series 1	+160	3,074	$1,774,251
UNH	Unitedhealth Group Inc	+145	1,985	$537,121
ABBV	AbbVie Inc.	+100	1,050	$228,364
APD	Air Products & Chemicals, Inc.	+92	1,781	$517,362
JPM	Jpmorgan Chase & Co	+80	4,730	$1,391,376
TXN	Texas Instruments Inc	+75	3,850	$747,439
OKE	Oneok Inc /New/	+70	4,925	$445,170
AMT	American Tower Corp /Ma/	+55	1,500	$258,870
IBM	International Business Machines Corp	+50	3,036	$735,896
PEP	Pepsico Inc	+40	3,443	$534,663
BA	Boeing Co	+35	2,700	$537,381
USB	US Bancorp De	+20	10,313	$536,379
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	−421	1,366	$461,489
RTX	RTX Corp	−240	6,275	$1,210,447
NVDA	Nvidia Corp	−150	1,765	$307,816
ASGI	abrdn Global Infrastructure Income Fund	−113	9,063	$202,648
DIS	Walt Disney Co	−105	4,571	$440,552
PRU	Prudential Financial Inc	−90	2,835	$276,951
CP	Canadian Pacific Kansas City Ltd/Cn	−80	3,945	$310,313
GLD	Spdr Gold Trust	−69	3,071	$1,321,420
GOOGL	Alphabet Inc.	−60	1,200	$345,072
AAPL	Apple Inc.	−50	10,190	$2,586,120
HON	Honeywell International Inc	−50	1,460	$330,003
CVX	Chevron Corp	−45	1,945	$402,420
PSX	Phillips 66	−45	3,855	$702,303
V	Visa Inc.	−40	3,645	$1,101,664
AMGN	Amgen Inc	−40	1,842	$648,107
SYK	Stryker Corp	−40	2,310	$759,042
MCD	Mcdonalds Corp	−35	2,275	$707,047
FDX	Fedex Corp	−31	1,540	$548,517
AVGO	Broadcom Inc.	−30	8,432	$2,609,788
TMUS	T-Mobile US, Inc.	−25	2,938	$617,068
CL	Colgate Palmolive Co	−20	4,873	$415,325
TMO	Thermo Fisher Scientific Inc.	−20	685	$336,698
JNJ	Johnson & Johnson	−20	2,197	$537,034
BLK	BlackRock, Inc.	−13	791	$760,712
CAT	Caterpillar Inc	−6	1,361	$964,214
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
AMD	Advanced Micro Devices Inc	1,006	$215,444
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $258,870 total · Real Estate only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
AMT	American Tower Corp /Ma/ Real Estate	Added	1,500	+55	$258,870	+2.0%	100.00%