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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 129 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 NUHY NUSHARES ETF TR 296.0 $6K NEW $20.99 +1.9%
2562 EWJ ISHARES INC 76.0 $6K -55.0 -42.0% $81.53 +12.8%
2563 STXS STEREOTAXIS INC Healthcare 3,480.0 $6K -31.0 -0.9% $1.78 +12.9%
2564 DOCS DOXIMITY INC Healthcare 260.0 $6K -303.0 -53.8% $23.80 -14.6%
2565 XJR ISHARES TR 146.0 $6K $42.36 +16.7%
2566 TBI TRUEBLUE INC Industrials 1,640.0 $6K +610.0 +59.2% $3.77 +57.8%
2567 CHH CHOICE HOTELS INTL INC Consumer Cyclical 61.0 $6K +36.0 +144.0% $101.25 +14.5%
2568 USDU WISDOMTREE TR 233.0 $6K +70.0 +42.9% $26.49 -1.9%
2569 ALGM ALLEGRO MICROSYSTEMS INC Technology 220.0 $6K -3.0 -1.4% $28.04 +76.1%
2570 OUSTER INC 370.0 $6K +175.0 +89.7% $16.63
2571 FVAL FIDELITY COVINGTON TRUST 91.0 $6K $67.47 +17.6%
2572 DJUL FIRST TR EXCHNG TRADED FD VI 133.0 $6K $46.04 +8.1%
2573 EZPW EZCORP INC Financial Services 244.0 $6K -521.0 -68.1% $25.05 +33.1%
2574 VKTX VIKING THERAPEUTICS INC Healthcare 204.0 $6K -4.0 -1.9% $29.92 +6.8%
2575 DAVE INC 36.0 $6K +26.0 +260.0% $169.47
2576 PDS PRECISION DRILLING CORP Energy 62.0 $6K -12.0 -16.2% $98.31 -8.1%
2577 AMH AMERICAN HOMES 4 RENT Real Estate 218.0 $6K +28.0 +14.7% $27.93 +14.5%
2578 SCHI SCHWAB STRATEGIC TR 270.0 $6K -137.0 -33.7% $22.55 +0.4%
2579 QLYS QUALYS INC Technology 69.0 $6K -135.0 -66.2% $87.91 +13.1%
2580 HSAI HESAI GROUP Consumer Cyclical 340.0 $6K $17.73 +14.6%
Page 129 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%