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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 34 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 KWR QUAKER HOUGHTON Basic Materials 258.0 $32K 0.00% -123.0 -32.3% $124.48 +17.4%
662 BKE BUCKLE INC Consumer Cyclical 648.0 $32K 0.00% -221.0 -25.4% $49.35 -0.8%
663 IHS IHS HOLDING LIMITED Communication Services 3,856.0 $32K 0.00% -207.0 -5.1% $8.23 +1.7%
664 PCVX VAXCYTE INC Healthcare 575.0 $32K 0.00% -22.0 -3.7% $54.96 -8.8%
665 RDNT RADNET INC Healthcare 563.0 $31K 0.00% -1K -64.5% $55.74 -2.9%
666 H HYATT HOTELS CORP Consumer Cyclical 224.0 $31K 0.00% -165.0 -42.4% $139.97 +28.3%
667 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 359.0 $31K 0.00% -191.0 -34.7% $87.19 -14.2%
668 BEN FRANKLIN RESOURCES INC Financial Services 1,346.0 $31K 0.00% -126.0 -8.6% $22.91 +38.2%
669 APLE APPLE HOSPITALITY REIT INC Real Estate 2,665.0 $31K 0.00% -2K -46.4% $11.51 +28.7%
670 GFF GRIFFON CORP Industrials 434.0 $31K 0.00% -678.0 -61.0% $70.53 +22.5%
671 UE URBAN EDGE PPTYS Real Estate 1,523.0 $31K 0.00% -380.0 -20.0% $20.05 +12.8%
672 ITUB ITAU UNIBANCO HLDG S A Financial Services 3,878.0 $31K 0.00% -377.0 -8.9% $7.87 +0.9%
673 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 1,239.0 $31K 0.00% -2K -65.0% $24.63 -32.6%
674 VPL VANGUARD INTL EQUITY INDEX F 323.0 $30K 0.00% -121.0 -27.2% $94.41 +22.3%
675 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 656.0 $30K 0.00% -467.0 -41.6% $46.43 -16.7%
676 CCS CENTURY COMMUNITIES INC Consumer Cyclical 546.0 $30K 0.00% -437.0 -44.5% $55.57 -4.9%
677 SHAK SHAKE SHACK INC Consumer Cyclical 361.0 $30K 0.00% -647.0 -64.2% $83.53 -26.0%
678 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,991.0 $30K 0.00% -2K -50.3% $14.95 +4.8%
679 PBA PEMBINA PIPELINE CORP Energy 654.0 $30K 0.00% -65.0 -9.0% $45.17 +6.9%
680 NEU NEWMARKET CORP Basic Materials 47.0 $30K 0.00% -10.0 -17.5% $628.19 +21.3%
Page 34 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%