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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 60 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 XHR XENIA HOTELS & RESORTS INC Real Estate 254.0 $4K -963.0 -79.1% $14.66 +14.7%
1182 BRC BRADY CORP Industrials 46.0 $4K -329.0 -87.7% $80.26 +9.0%
1183 HYS PIMCO ETF TR 39.0 $4K -35.0 -47.3% $92.62 +0.9%
1184 ABR ARBOR REALTY TRUST INC Real Estate 491.0 $4K -903.0 -64.8% $7.35 -24.2%
1185 OLP ONE LIBERTY PPTYS INC Real Estate 165.0 $4K -53.0 -24.3% $21.63 +8.2%
1186 ANIP ANI PHARMACEUTICALS INC Healthcare 48.0 $4K -155.0 -76.3% $73.71 +12.2%
1187 MZTI MARZETTI COMPANY Consumer Defensive 25.0 $3K -74.0 -74.8% $139.64 -17.6%
1188 CCNE CNB FINL CORP PA Financial Services 122.0 $3K -53.0 -30.3% $28.60 +7.2%
1189 PRLB PROTO LABS INC Industrials 63.0 $3K -265.0 -80.8% $55.38 +28.9%
1190 CMC COMMERCIAL METALS CO Basic Materials 58.0 $3K -6.0 -9.4% $60.09 +19.7%
1191 QNST QUINSTREET INC Communication Services 283.0 $3K -245.0 -46.4% $12.19 +0.8%
1192 ACVA ACV AUCTIONS INC Consumer Cyclical 809.0 $3K -811.0 -50.1% $4.23 +40.7%
1193 SOLENO THERAPEUTICS INC 112.0 $3K -59.0 -34.5% $30.44
1194 INDA ISHARES TR 74.0 $3K -628.0 -89.5% $45.42 +6.5%
1195 NFBK NORTHFIELD BANCORP INC DEL Financial Services 249.0 $3K -81.0 -24.6% $13.43 +5.5%
1196 CVI CVR ENERGY INC Energy 95.0 $3K -91.0 -48.9% $34.94 -7.1%
1197 ENPH ENPHASE ENERGY INC Energy 93.0 $3K -59.0 -38.8% $35.65 +79.6%
1198 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 102.0 $3K -266.0 -72.3% $31.99 +6.5%
1199 YATSEN HLDG LTD 1,095.0 $3K -3K -74.3% $2.97
1200 BBWI BATH & BODY WORKS INC Consumer Cyclical 174.0 $3K -52.0 -23.0% $18.67 -4.9%
Page 60 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%