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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 55 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 STXS STEREOTAXIS INC Healthcare 3,480.0 $6K -31.0 -0.9% $1.78 +7.9%
1082 DOCS DOXIMITY INC Healthcare 260.0 $6K -303.0 -53.8% $23.80 -16.2%
1083 ALGM ALLEGRO MICROSYSTEMS INC Technology 220.0 $6K -3.0 -1.4% $28.04 +63.9%
1084 EZPW EZCORP INC Financial Services 244.0 $6K -521.0 -68.1% $25.05 +34.9%
1085 VKTX VIKING THERAPEUTICS INC Healthcare 204.0 $6K -4.0 -1.9% $29.92 +3.2%
1086 PDS PRECISION DRILLING CORP Energy 62.0 $6K -12.0 -16.2% $98.31 -1.3%
1087 SCHI SCHWAB STRATEGIC TR 270.0 $6K -137.0 -33.7% $22.55 -0.1%
1088 QLYS QUALYS INC Technology 69.0 $6K -135.0 -66.2% $87.91 +16.4%
1089 APPF APPFOLIO INC Technology 38.0 $6K -17.0 -30.9% $158.26 +4.2%
1090 MANAGED PORTFOLIO SERIES 249.0 $6K -17K -98.6% $24.04
1091 EWC ISHARES INC 112.0 $6K -112.0 -50.0% $53.42 +9.5%
1092 SWX SOUTHWEST GAS HLDGS INC Utilities 68.0 $6K -16.0 -19.1% $87.31 +3.0%
1093 NSIT INSIGHT ENTERPRISES INC Technology 92.0 $6K -386.0 -80.8% $64.43 +51.7%
1094 FCN FTI CONSULTING INC Industrials 34.0 $6K -5.0 -12.8% $173.85 -11.4%
1095 WAY WAYSTAR HLDG CORP Technology 249.0 $6K -911.0 -78.5% $23.46 -16.6%
1096 DGII DIGI INTL INC Technology 124.0 $6K -231.0 -65.1% $46.82 +41.3%
1097 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 87.0 $6K -345.0 -79.9% $66.74 +17.1%
1098 SPSC SPS COMM INC Technology 105.0 $6K -102.0 -49.3% $55.08 -2.5%
1099 QCRH QCR HLDGS INC Financial Services 68.0 $6K -18.0 -20.9% $84.40 +7.7%
1100 BSBR BANCO SANTANDER BRASIL S A Financial Services 1,016.0 $6K -477.0 -31.9% $5.64 -4.4%
Page 55 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%