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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 10 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ASST STRIVE INC Communication Services 5.0 $47.0 NEW $9.40 +97.1%
182 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 10.0 $46.0 NEW $4.60 -0.7%
183 SFIX STITCH FIX INC Consumer Cyclical 10.0 $35.0 NEW $3.50 -8.6%
184 ONL ORION PROPERTIES INC Real Estate 15.0 $30.0 NEW $2.00 +49.0%
185 QLTA ISHARES TR $27.0 NEW
186 COMMERCE.COM INC 10.0 $27.0 NEW $2.70
187 DAVA ENDAVA PLC Technology 5.0 $23.0 NEW $4.60 -27.4%
188 EXFY EXPENSIFY INC Technology 25.0 $21.0 NEW $0.84 +34.5%
189 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 10.0 $18.0 NEW $1.80 +100.0%
190 ATHM AUTOHOME INC Communication Services 1.0 $17.0 NEW $17.00 -1.9%
191 FALN ISHARES TR $14.0 NEW
192 NNVC NANOVIRICIDES INC Healthcare 14.0 $12.0 NEW $0.86 +80.8%
193 LTPZ PIMCO ETF TR $12.0 NEW
194 FATHOM HOLDINGS INC 17.0 $11.0 NEW $0.65
195 AMWL AMERICAN WELL CORP Healthcare 2.0 $10.0 NEW $5.00 +58.2%
196 LTBR LIGHTBRIDGE CORP Industrials 1.0 $10.0 NEW $10.00 +14.1%
197 AQST AQUESTIVE THERAPEUTICS INC Healthcare 1.0 $4.0 NEW $4.00 +5.8%
198 LND BRASILAGRO COMPANHIA BRASILE Consumer Defensive $3.0 NEW
199 DZZ DEUTSCHE BK AG LONDON BRH Financial Services 1.0 $3.0 NEW $3.00 -30.0%
200 SKILLZ INC 1.0 $2.0 NEW $2.00
Page 10 of 11  ·  202 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%