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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 23 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 3,613.0 $70K 0.00% -3K -46.3% $19.27 -6.9%
442 FNV FRANCO NEV CORP Basic Materials 298.0 $70K 0.00% -18.0 -5.7% $233.60 -3.2%
443 RIOT RIOT PLATFORMS INC Financial Services 5,875.0 $70K 0.00% -241.0 -3.9% $11.83 +107.0%
444 SYSB ISHARES TR 782.0 $69K 0.00% -7.0 -0.9% $88.61 -0.5%
445 FTDR FRONTDOOR INC Consumer Cyclical 1,318.0 $68K 0.00% -1K -49.1% $51.95 +18.0%
446 TLK TELEKOMUNIKASI IND Communication Services 3,764.0 $68K 0.00% -118.0 -3.0% $18.16 -10.0%
447 SNX TD SYNNEX CORPORATION Technology 426.0 $68K 0.00% -44.0 -9.4% $160.34 +48.0%
448 COLB COLUMBIA BKG SYS INC Financial Services 2,533.0 $68K 0.00% -1K -32.1% $26.79 +11.0%
449 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 4,669.0 $68K 0.00% -842.0 -15.3% $14.49 -1.9%
450 OGE OGE ENERGY CORP Utilities 1,409.0 $67K 0.00% -203.0 -12.6% $47.89 +1.4%
451 NWSA NEWS CORP NEW Communication Services 2,722.0 $67K 0.00% -30.0 -1.1% $24.78 +4.5%
452 NMRK NEWMARK GROUP INC Real Estate 4,583.0 $67K 0.00% -104.0 -2.2% $14.68 -0.5%
453 PARR PAR PAC HOLDINGS INC Energy 1,050.0 $67K 0.00% -2K -61.1% $63.90 -7.9%
454 BBY BEST BUY INC Consumer Cyclical 1,045.0 $67K 0.00% -158.0 -13.1% $63.95 -3.6%
455 RING ISHARES INC 900.0 $67K 0.00% -347.0 -27.8% $74.04 +0.2%
456 CLH CLEAN HARBORS INC Industrials 238.0 $67K 0.00% -63.0 -20.9% $279.76 +2.6%
457 OCUL OCULAR THERAPEUTIX INC Healthcare 8,994.0 $67K 0.00% -223.0 -2.4% $7.40 +11.2%
458 XLG INVESCO EXCHANGE TRADED FD T 1,255.0 $66K 0.00% -19K -93.9% $52.83 +20.3%
459 BUFR FIRST TR EXCHNG TRADED FD VI 1,983.0 $66K 0.00% -608.0 -23.5% $33.14 +9.4%
460 ACWI ISHARES TR 488.0 $65K 0.00% -533.0 -52.2% $134.19 +16.2%
Page 23 of 72  ·  1,432 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%