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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 136 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 SGMT SAGIMET BIOSCIENCES INC Healthcare 1,000.0 $5K +500.0 +100.0% $4.55 +62.1%
2702 EVV EATON VANCE LIMITED DURATION Financial Services 500.0 $5K $9.08 +2.9%
2703 BWZ SPDR SERIES TRUST 168.0 $4K $26.72 +1.8%
2704 PRK PARK NATL CORP Financial Services 28.0 $4K -116.0 -80.6% $159.71 +6.5%
2705 USMF WISDOMTREE TR 92.0 $4K $48.60 +9.0%
2706 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 163.0 $4K -96.0 -37.1% $27.36 -11.7%
2707 HAYW HAYWARD HLDGS INC Industrials 338.0 $4K -312.0 -48.0% $13.12 +7.4%
2708 UMH UMH PPTYS INC Real Estate 308.0 $4K $14.40 +8.2%
2709 HIFS HINGHAM INSTN SVGS MASS Financial Services 16.0 $4K $276.69 +2.7%
2710 INTA INTAPP INC Technology 174.0 $4K +13.0 +8.1% $25.42 -25.0%
2711 GDEN GOLDEN ENTMT INC Consumer Cyclical 168.0 $4K $26.29 +8.6%
2712 WKC WORLD KINECT CORPORATION Energy 191.0 $4K -353.0 -64.9% $23.06 +25.3%
2713 NAT NORDIC AMERICAN TANKERS LIMI Industrials 770.0 $4K -613.0 -44.3% $5.71 -9.1%
2714 TYRA TYRA BIOSCIENCES INC Healthcare 127.0 $4K $34.60 -4.2%
2715 CHGX EA SERIES TRUST 168.0 $4K $26.08 +23.9%
2716 CPER UNITED STS COMMODITY INDEX F Financial Services 130.0 $4K NEW $33.59 +14.6%
2717 AEBI SCHMIDT HLDG AG 461.0 $4K $9.42
2718 GSM FERROGLOBE PLC Basic Materials 1,043.0 $4K $4.16 +4.7%
2719 XPRO EXPRO GROUP HOLDINGS NV Energy 252.0 $4K $17.20 -12.3%
2720 CECO CECO ENVIRONMENTAL CORP Industrials 76.0 $4K $57.03 +51.5%
Page 136 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%