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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 49 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 ABM ABM INDS INC Industrials 277.0 $10K -929.0 -77.0% $37.88 +5.7%
962 EGBN EAGLE BANCORPORATION INC Financial Services 427.0 $10K -42.0 -9.0% $24.54 +10.0%
963 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 717.0 $10K -1K -60.2% $14.59 -21.9%
964 HOPE HOPE BANCORP INC Financial Services 948.0 $10K -2K -68.4% $10.98 +14.4%
965 BBAI BIGBEAR AI HLDGS INC Technology 3,420.0 $10K -292.0 -7.9% $3.04 +37.5%
966 GLPG GALAPAGOS NV Healthcare 360.0 $10K -29.0 -7.5% $28.84 -4.2%
967 KSS KOHLS CORP Consumer Cyclical 848.0 $10K -640.0 -43.0% $12.20 +8.9%
968 CMCL CALEDONIA MNG CORP Basic Materials 467.0 $10K -562.0 -54.6% $22.04 +7.3%
969 HNRG HALLADOR ENERGY COMPANY Energy 612.0 $10K -87.0 -12.4% $16.80 +13.2%
970 CLSK CLEANSPARK INC Technology 1,256.0 $10K -2K -63.6% $8.18 +109.4%
971 ZETA ZETA GLOBAL HOLDINGS CORP Technology 689.0 $10K -258.0 -27.2% $14.81 +26.9%
972 METALLUS INC 627.0 $10K -329.0 -34.4% $16.20
973 LVHI LEGG MASON ETF INVT 254.0 $10K -37.0 -12.7% $39.98 +3.8%
974 ADEA ADEIA INC Technology 436.0 $10K -1K -71.8% $23.13 +22.1%
975 HIMS HIMS & HERS HEALTH INC Healthcare 534.0 $10K -275.0 -34.0% $18.78 +27.0%
976 FNDA SCHWAB STRATEGIC TR 313.0 $10K -646.0 -67.4% $31.61 +14.6%
977 SKYY FIRST TR EXCHANGE-TRADED FD 94.0 $10K -18.0 -16.1% $105.19 +27.0%
978 NTCT NETSCOUT SYS INC Technology 316.0 $10K -24.0 -7.1% $31.22 +34.9%
979 MHK MOHAWK INDS INC Consumer Cyclical 102.0 $10K -20.0 -16.4% $95.35 +8.9%
980 THO THOR INDS INC Consumer Cyclical 123.0 $10K -52.0 -29.7% $78.23 -0.0%
Page 49 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%