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Portfolio (Quarterly) Guide ↗

Smartleaf Asset Management LLC

· CIK 0002010393
13F Portfolio $2.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3491 New
Page 157 of 175  ·  3,491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3121 BLUE OWL CAPITAL CORPORATION 96.0 $1K NEW $12.82
3122 ARAY ACCURAY INC Healthcare 1,517.0 $1K NEW $0.80 -53.1%
3123 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 81.0 $1K NEW $15.05 -25.0%
3124 GENI GENIUS SPORTS LIMITED Communication Services 107.0 $1K NEW $11.37 -52.6%
3125 ORGO ORGANOGENESIS HLDGS INC Healthcare 234.0 $1K NEW $5.18 -49.9%
3126 CELC CELCUITY INC Healthcare 12.0 $1K NEW $99.92 +37.3%
3127 HF FOODS GROUP INC 552.0 $1K NEW $2.17
3128 ACIO ETF SER SOLUTIONS 27.0 $1K NEW $44.00 +6.2%
3129 AEHR AEHR TEST SYS Technology 58.0 $1K NEW $20.34 +418.2%
3130 IBCP INDEPENDENT BK CORP MICH Financial Services 36.0 $1K NEW $32.78 +4.3%
3131 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 17.0 $1K NEW $69.00 +17.7%
3132 PSTL POSTAL REALTY TRUST INC Real Estate 73.0 $1K NEW $16.04 +49.5%
3133 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 37.0 $1K NEW $31.65 -5.5%
3134 AUR AURORA INNOVATION INC Technology 297.0 $1K NEW $3.88 +85.2%
3135 CENTRAIS ELET BRAS SA 133.0 $1K NEW $8.65
3136 TRIN TRINITY CAP INC Financial Services 76.0 $1K NEW $15.03 +12.6%
3137 CSIQ CANADIAN SOLAR INC Energy 48.0 $1K NEW $23.79 -18.1%
3138 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 52.0 $1K NEW $21.96 +31.0%
3139 DCGO DOCGO INC Healthcare 1,295.0 $1K NEW $0.88 -28.1%
3140 CASS CASS INFORMATION SYS INC Industrials 27.0 $1K NEW $41.96 +9.9%
Page 157 of 175  ·  3,491 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 32.3%
Financial Services 16.5%
Healthcare 10.0%
Consumer Cyclical 9.6%
Communication Services 9.2%
Industrials 8.1%
Consumer Defensive 4.6%
Energy 3.7%
Utilities 2.6%
Basic Materials 1.9%