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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 25 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MLN VANECK ETF TRUST 3,450.0 $60K 0.00% -45.0 -1.3% $17.38 +0.4%
482 CRC CALIFORNIA RES CORP Energy 860.0 $59K 0.00% -855.0 -49.9% $68.89 -11.3%
483 SLG SL GREEN RLTY CORP Real Estate 1,651.0 $59K 0.00% -721.0 -30.4% $35.88 +22.5%
484 Z ZILLOW GROUP INC Communication Services 1,452.0 $59K 0.00% -144.0 -9.0% $40.79 -11.9%
485 DIOD DIODES INC Technology 916.0 $59K 0.00% -620.0 -40.4% $64.33 +66.2%
486 CVCO CAVCO INDS INC DEL Consumer Cyclical 126.0 $59K 0.00% -125.0 -49.8% $466.19 +12.5%
487 ESS ESSEX PPTY TR INC Real Estate 242.0 $59K 0.00% -92.0 -27.5% $242.61 +14.1%
488 EXPAND ENERGY CORPORATION 526.0 $59K 0.00% -17.0 -3.1% $111.49
489 UMC UNITED MICROELECTRONICS CORP Technology 6,766.0 $58K 0.00% -69.0 -1.0% $8.61 +142.4%
490 IDCC INTERDIGITAL INC Technology 197.0 $58K 0.00% -470.0 -70.5% $294.70 -11.5%
491 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 2,579.0 $58K 0.00% -80.0 -3.0% $22.48 -11.3%
492 AIR AAR CORP Industrials 561.0 $58K 0.00% -601.0 -51.7% $103.16 +8.8%
493 POWL POWELL INDS INC Industrials 115.0 $58K 0.00% -83.0 -41.9% $502.56 -42.8%
494 J P MORGAN EXCHANGE TRADED F 964.0 $58K 0.00% -45.0 -4.5% $59.91
495 SITM SITIME CORP Technology 185.0 $58K 0.00% -317.0 -63.1% $311.23 +132.8%
496 BLDR BUILDERS FIRSTSOURCE INC Industrials 722.0 $57K 0.00% -149.0 -17.1% $78.85 -5.0%
497 LRN STRIDE INC Consumer Defensive 675.0 $57K 0.00% -257.0 -27.6% $84.17 +5.0%
498 BCH BANCO DE CHILE Financial Services 1,590.0 $57K 0.00% -132.0 -7.7% $35.62 +7.5%
499 BLD TOPBUILD COR Industrials 168.0 $56K 0.00% -38.0 -18.4% $335.39 +23.0%
500 RDN RADIAN GROUP INC Financial Services 1,696.0 $56K 0.00% -2K -55.5% $33.09 +9.0%
Page 25 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%