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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 39 of 60  ·  1,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PTCT PTC THERAPEUTICS INC Healthcare 938.0 $62K 0.00% +17.0 +1.9% $65.64 +19.6%
762 AFG AMERICAN FINANCIAL GROUP INC Financial Services 481.0 $61K 0.00% +197.0 +69.4% $127.14 +4.9%
763 NWS NEWS CORP NEW Communication Services 2,157.0 $61K 0.00% +101.0 +4.9% $28.32 +4.5%
764 FXU FIRST TR EXCHANGE-TRADED FD 1,235.0 $61K 0.00% +271.0 +28.1% $49.45 -2.8%
765 SF STIFEL FINL CORP Financial Services 846.0 $61K 0.00% +74.0 +9.6% $71.90 +2.2%
766 LIBERTY MEDIA CORP DEL 729.0 $60K 0.00% +105.0 +16.8% $82.77
767 PSTG EVERPURE INC Technology 1,054.0 $60K 0.00% +305.0 +40.7% $56.99 +31.1%
768 RRC RANGE RES CORP Energy 1,289.0 $60K 0.00% +266.0 +26.0% $46.22 -20.7%
769 NUSC NUSHARES ETF TR 1,358.0 $59K 0.00% +407.0 +42.8% $43.56 +15.7%
770 APA APA CORPORATION Energy 1,340.0 $59K 0.00% +34.0 +2.6% $43.74 -22.4%
771 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2,788.0 $58K 0.00% +156.0 +5.9% $20.93 +25.8%
772 FOLD AMICUS THERAPEUTIC Healthcare 4,025.0 $58K 0.00% +257.0 +6.8% $14.43 +0.4%
773 INTERNATIONAL BANCSHARES COR 849.0 $57K 0.00% +531.0 +167.0% $67.11
774 CNX CNX RES CORP Energy 1,413.0 $56K 0.00% +603.0 +74.4% $39.98 -17.9%
775 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 4,393.0 $56K 0.00% +38.0 +0.9% $12.85 +30.6%
776 CSL CARLISLE COS INC Industrials 172.0 $56K 0.00% +68.0 +65.4% $325.91 +5.0%
777 SR SPIRE INC Utilities 603.0 $55K 0.00% +84.0 +16.2% $91.40 -15.5%
778 RWO SPDR INDEX SHS FDS 1,221.0 $55K 0.00% +203.0 +19.9% $45.12 +8.5%
779 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 2,310.0 $55K 0.00% +95.0 +4.3% $23.78 +6.8%
780 BOTZ GLOBAL X FDS 1,716.0 $55K 0.00% +818.0 +91.1% $31.99 +17.5%
Page 39 of 60  ·  1,188 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%