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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 59 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 GBX GREENBRIER COS INC Industrials 82.0 $4K -524.0 -86.5% $51.65 -7.2%
1162 NVCR NOVOCURE LTD Healthcare 408.0 $4K -67.0 -14.1% $10.36 +73.4%
1163 OLED UNIVERSAL DISPLAY CORP Technology 47.0 $4K -79.0 -62.7% $89.13 +5.8%
1164 UPWK UPWORK INC Industrials 393.0 $4K -474.0 -54.7% $10.57 -16.7%
1165 AUPH AURINIA PHARMACEUTICALS INC Healthcare 296.0 $4K -461.0 -60.9% $13.98 +8.9%
1166 GRAL GRAIL INC Healthcare 88.0 $4K -2.0 -2.2% $46.90 +43.3%
1167 PLAB PHOTRONICS INC Technology 111.0 $4K -431.0 -79.5% $36.98 +39.1%
1168 HROW HARROW INC Healthcare 123.0 $4K -38.0 -23.6% $33.30 -0.9%
1169 HELO J P MORGAN EXCHANGE TRADED F 64.0 $4K -8.0 -11.1% $63.33 +7.0%
1170 GFL GFL ENVIRONMENTAL INC Industrials 100.0 $4K -21.0 -17.4% $40.41 -11.6%
1171 ESNT ESSENT GROUP LTD Financial Services 69.0 $4K -28.0 -28.9% $58.20 +4.4%
1172 ACHR ARCHER AVIATION INC Industrials 812.0 $4K -1K -55.3% $4.94 +28.8%
1173 CRTO CRITEO S A Communication Services 229.0 $4K -11.0 -4.6% $17.46 -1.0%
1174 STIP ISHARES TR 38.0 $4K -7.0 -15.6% $103.37 -0.1%
1175 TRNS TRANSCAT INC Industrials 55.0 $4K -37.0 -40.2% $70.45 +3.6%
1176 RCUS ARCUS BIOSCIENCES INC Healthcare 186.0 $4K -108.0 -36.7% $20.65 +13.5%
1177 CHWY CHEWY INC Consumer Cyclical 147.0 $4K -73.0 -33.2% $25.88 -19.9%
1178 VSEC VSE CORP Industrials 23.0 $4K -4.0 -14.8% $165.39 +3.9%
1179 CHRD CHORD ENERGY CORPORATION Energy 25.0 $4K -5.0 -16.7% $151.36 -4.9%
1180 BDN BRANDYWINE RLTY TR Real Estate 1,437.0 $4K -6K -80.0% $2.62 +14.5%
Page 59 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%