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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 69 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 FSEP FIRST TR EXCHNG TRADED FD VI 9.0 $443.0 -69.0 -88.5% $49.22 +10.9%
1362 WEN WENDYS CO Consumer Cyclical 62.0 $421.0 -6.0 -8.8% $6.79 +15.0%
1363 DLS WISDOMTREE TR 5.0 $412.0 -72.0 -93.5% $82.40 +5.4%
1364 EOLS EVOLUS INC Healthcare 96.0 $378.0 -252.0 -72.4% $3.94 +54.7%
1365 SDGR SCHRODINGER INC Healthcare 34.0 $376.0 -109.0 -76.2% $11.06 +20.3%
1366 ATNI ATN INTL INC Communication Services 13.0 $359.0 -66.0 -83.5% $27.62 -0.8%
1367 AUR AURORA INNOVATION INC Technology 92.0 $357.0 -205.0 -69.0% $3.88 +82.2%
1368 APPN APPIAN CORP Technology 14.0 $355.0 -26.0 -65.0% $25.36 -15.7%
1369 YDEC FIRST TR EXCHNG TRADED FD VI 13.0 $335.0 -42.0 -76.4% $25.77 +5.9%
1370 DCH DAUCH CORP Industrials 61.0 $332.0 -863.0 -93.4% $5.44 +17.4%
1371 TELIX PHARMACEUTICAL LTD 37.0 $332.0 -35.0 -48.6% $8.97
1372 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 115.0 $308.0 -166.0 -59.1% $2.68 -1.1%
1373 LENZ LENZ THERAPEUTICS INC Healthcare 37.0 $307.0 -152.0 -80.4% $8.30 -9.0%
1374 ESRT EMPIRE ST RLTY TR INC Real Estate 59.0 $301.0 -469.0 -88.8% $5.10 +9.4%
1375 LGOV FIRST TR EXCHANGE-TRADED FD 14.0 $300.0 -110.0 -88.7% $21.43 -1.3%
1376 JANX JANUX THERAPEUTICS INC Healthcare 23.0 $300.0 -669.0 -96.7% $13.04 +11.3%
1377 AMERICA MOVIL SAB DE CV 12.0 $296.0 -120.0 -90.9% $24.67
1378 INN SUMMIT HOTEL PPTYS Real Estate 67.0 $292.0 -457.0 -87.2% $4.36 +28.3%
1379 AVES AMERICAN CENTY ETF TR 5.0 $291.0 -222.0 -97.8% $58.20 +13.9%
1380 XRAY DENTSPLY SIRONA INC Healthcare 26.0 $291.0 -55.0 -67.9% $11.19 -8.8%
Page 69 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%