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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 127 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 DDEC FIRST TR EXCHNG TRADED FD VI 154.0 $7K $43.60 +8.3%
2522 TRMD TORM PLC Energy 245.0 $7K -45.0 -15.5% $27.38 +3.3%
2523 VIV TELEFONICA BRASIL SA Communication Services 440.0 $7K -164.0 -27.1% $15.23 -11.9%
2524 DOCT FIRST TR EXCHNG TRADED FD VI 156.0 $7K $42.80 +8.6%
2525 FIRST FNDTN INC 1,159.0 $7K -805.0 -41.0% $5.76
2526 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 254.0 $7K -44.0 -14.8% $26.26 -16.1%
2527 TSEM TOWER SEMICONDUCTOR LTD Technology 42.0 $7K $158.57 +74.7%
2528 BMVP INVESCO EXCHANGE TRADED FD T 135.0 $7K $49.31 +5.2%
2529 DAUG FIRST TR EXCHNG TRADED FD VI 155.0 $7K $42.88 +8.6%
2530 DHC DIVERSIFIED HEALTHCARE TR Real Estate 1,004.0 $7K $6.62 +32.2%
2531 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 267.0 $7K -83.0 -23.7% $24.87 +18.8%
2532 ACDC PROFRAC HLDG CORP Energy 1,056.0 $7K -128.0 -10.8% $6.28 -0.3%
2533 DSEP FIRST TR EXCHNG TRADED FD VI 153.0 $7K $43.34 +9.1%
2534 FOUR SHIFT4 PMTS INC Technology 152.0 $7K -166.0 -52.2% $43.62 +1.2%
2535 HAMILTON INSURANCE GROUP LTD 226.0 $7K $29.21
2536 DLN WISDOMTREE TR 75.0 $7K -200.0 -72.7% $87.63 +9.7%
2537 GCT GIGACLOUD TECHNOLOGY INC Technology 158.0 $7K $41.55 -7.9%
2538 SBSI SOUTHSIDE BANCSHARES INC Financial Services 213.0 $7K +21.0 +10.9% $30.67 +6.6%
2539 IAC IAC INC Technology 167.0 $7K $39.12 +13.5%
2540 FIBK FIRST INTST BANCSYSTEM INC Financial Services 198.0 $6K -117.0 -37.1% $32.82 +7.9%
Page 127 of 176  ·  3,510 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%