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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 70 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 SCVL SHOE CARNIVAL INC Consumer Cyclical 18.0 $277.0 -164.0 -90.1% $15.39 +8.3%
1382 UPBOUND GROUP INC 15.0 $270.0 -143.0 -90.5% $18.00
1383 PLPC PREFORMED LINE PRODS CO Industrials 1.0 $264.0 -1.0 -50.0% $264.00 +35.5%
1384 ICFI ICF INTL INC Industrials 4.0 $263.0 -1.0 -20.0% $65.75 +4.8%
1385 LI LI AUTO INC Consumer Cyclical 14.0 $246.0 -82.0 -85.4% $17.57 -9.6%
1386 CCRN CROSS CTRY HEALTHCARE INC Healthcare 25.0 $237.0 -70.0 -73.7% $9.48 +37.7%
1387 CRSR CORSAIR GAMING INC Technology 40.0 $214.0 -325.0 -89.0% $5.35 +43.9%
1388 QSPT FIRST TR EXCHNG TRADED FD VI 7.0 $209.0 -27.0 -79.4% $29.86 +15.2%
1389 ODDITY TECH LTD 16.0 $206.0 -63.0 -79.8% $12.88
1390 YJUN FIRST TR EXCHNG TRADED FD VI 8.0 $203.0 -47.0 -85.5% $25.38 +5.4%
1391 GAMESTOP CORP NEW 54.0 $195.0 -3.0 -5.3% $3.61
1392 INMD INMODE LTD Healthcare 13.0 $175.0 -5.0 -27.8% $13.46 +2.1%
1393 MOV MOVADO GROUP INC Consumer Cyclical 7.0 $170.0 -172.0 -96.1% $24.29 +17.1%
1394 RMAX RE/MAX HLDGS INC Real Estate 27.0 $157.0 -82.0 -75.2% $5.81 +61.3%
1395 MNA NEW YORK LIFE INVESTMENTS ET 4.0 $145.0 -6K -99.9% $36.25 +0.6%
1396 SEDG SOLAREDGE TECHNOLOGIES INC Energy 3.0 $142.0 -24.0 -88.9% $47.33 +30.9%
1397 CX CEMEX SA EURO MTN BE 144A Basic Materials 13.0 $139.0 -164.0 -92.7% $10.69 +17.5%
1398 MNDY MONDAY COM LTD Technology 2.0 $136.0 -121.0 -98.4% $68.00 +16.3%
1399 YMAR FIRST TR EXCHNG TRADED FD VI 5.0 $135.0 -49.0 -90.7% $27.00 +5.3%
1400 PXH INVESCO EXCH TRADED FD TR II 5.0 $131.0 -390.0 -98.7% $26.20 +9.4%
Page 70 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%