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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 50 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 RCI ROGERS COMMUNICATIONS INC Communication Services 251.0 $10K -82.0 -24.6% $37.97 -3.0%
982 FS SPECIALTY LENDING FD 773.0 $9K -761.0 -49.6% $12.22
983 CUSHMAN AND WAKEFIELD LTD 788.0 $9K -2K -70.2% $11.91
984 ATEN A10 NETWORKS INC Technology 419.0 $9K -313.0 -42.8% $22.36 +32.2%
985 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 437.0 $9K -528.0 -54.7% $21.43 -18.2%
986 CAL CALERES INC Consumer Cyclical 899.0 $9K -716.0 -44.3% $10.37 +34.6%
987 PBR PETROLEO BRASILEIRO S A Energy 440.0 $9K -272.0 -38.2% $20.81 -6.8%
988 SHC SOTERA HEALTH CO Healthcare 691.0 $9K -33.0 -4.6% $13.25 +20.4%
989 LW LAMB WESTON HLDGS INC Consumer Defensive 223.0 $9K -24.0 -9.7% $40.95 +2.9%
990 STEL STELLAR BANCORP INC Financial Services 253.0 $9K -323.0 -56.1% $36.02 +4.7%
991 OFG OFG BANCORP Financial Services 228.0 $9K -600.0 -72.5% $39.86 +14.7%
992 CMB.TECH NV 727.0 $9K -30.0 -4.0% $12.43
993 ROCK GIBRALTAR INDS INC Industrials 224.0 $9K -497.0 -68.9% $39.50 -5.1%
994 PFBC PREFERRED BK LOS ANGELES CA Financial Services 98.0 $9K -379.0 -79.5% $89.81 +5.6%
995 CROX CROCS INC Consumer Cyclical 110.0 $9K -27.0 -19.7% $80.00 +45.0%
996 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 237.0 $9K -8.0 -3.3% $36.92 +2.0%
997 MORN MORNINGSTAR INC Financial Services 53.0 $9K -30.0 -36.1% $164.68 +7.9%
998 BLFS BIOLIFE SOLUTIONS INC Healthcare 460.0 $9K -218.0 -32.1% $18.78 +28.0%
999 TNDM TANDEM DIABETES CARE INC Healthcare 440.0 $9K -890.0 -66.9% $19.58 -25.8%
1000 BCI ABRDN ETFS 353.0 $9K -6K -94.5% $24.31 +1.4%
Page 50 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%