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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 61 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 HTZ HERTZ GLOBAL HLDGS INC Industrials 716.0 $3K -208.0 -22.5% $4.48 +18.3%
1202 POOL POOL CORP Industrials 16.0 $3K -408.0 -96.2% $200.50 -7.9%
1203 MSEX MIDDLESEX WTR CO Utilities 60.0 $3K -113.0 -65.3% $52.73 -1.2%
1204 CRAI CRA INTL INC Industrials 20.0 $3K -726.0 -97.3% $157.55 -5.9%
1205 SBLK STAR BULK CARRIERS CORP. Industrials 143.0 $3K -46.0 -24.3% $22.00 +20.0%
1206 TAC TRANSALTA CORP Utilities 247.0 $3K -219.0 -47.0% $12.71 +6.8%
1207 VRTS VIRTUS INVT PARTNERS INC Financial Services 24.0 $3K -78.0 -76.5% $130.17 +10.3%
1208 IGE ISHARES TR 50.0 $3K -142.0 -74.0% $62.44 -1.3%
1209 LPG DORIAN LPG LTD Energy 93.0 $3K -441.0 -82.6% $33.19 +40.0%
1210 SXC SUNCOKE ENERGY INC Energy 469.0 $3K -875.0 -65.1% $6.58 +27.7%
1211 PDM PIEDMONT REALTY TRUST INC Real Estate 472.0 $3K -115.0 -19.6% $6.50 +26.2%
1212 WSBF WATERSTONE FINL INC MD Financial Services 168.0 $3K -42.0 -20.0% $18.20 +0.7%
1213 QDEC FIRST TR EXCHNG TRADED FD VI 99.0 $3K -247.0 -71.4% $30.62 +15.3%
1214 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 107.0 $3K -24.0 -18.3% $27.76 +16.7%
1215 CACC CREDIT ACCEP CORP MICH Financial Services 7.0 $3K -12.0 -63.2% $421.86 +29.1%
1216 NTGR NETGEAR INC Technology 137.0 $3K -207.0 -60.2% $21.49 +20.0%
1217 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 73.0 $3K -30.0 -29.1% $40.29 +5.0%
1218 TTGT TECHTARGET INC Communication Services 737.0 $3K -159.0 -17.8% $3.91 +23.3%
1219 SOUN SOUNDHOUND AI INC Technology 470.0 $3K -99.0 -17.4% $6.03 +35.5%
1220 CAE CAE INC Industrials 108.0 $3K -42.0 -28.0% $25.50 -9.2%
Page 61 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%