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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 138 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 DTD WISDOMTREE TR 49.0 $4K $84.71 +9.4%
2742 DUOL DUOLINGO INC Technology 44.0 $4K +8.0 +22.2% $94.11 +14.5%
2743 AUPH AURINIA PHARMACEUTICALS INC Healthcare 296.0 $4K -461.0 -60.9% $13.98 +11.7%
2744 LIT GLOBAL X FDS 57.0 $4K $72.51 +18.0%
2745 GRAL GRAIL INC Healthcare 88.0 $4K -2.0 -2.2% $46.90 +51.2%
2746 PLAB PHOTRONICS INC Technology 111.0 $4K -431.0 -79.5% $36.98 +45.7%
2747 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 198.0 $4K $20.70 +30.3%
2748 HROW HARROW INC Healthcare 123.0 $4K -38.0 -23.6% $33.30 +2.6%
2749 CCOI COGENT COMM HOLDINGS INC Communication Services 234.0 $4K +70.0 +42.7% $17.46 +22.7%
2750 PAGAYA TECHNOLOGIES LTD 373.0 $4K +8.0 +2.2% $10.95
2751 ASTE ASTEC INDS INC Industrials 79.0 $4K +67.0 +558.3% $51.49 -1.7%
2752 HELO J P MORGAN EXCHANGE TRADED F 64.0 $4K -8.0 -11.1% $63.33 +7.3%
2753 QAI NEW YORK LIFE INVESTMENTS ET 120.0 $4K $33.70 +7.8%
2754 GFL GFL ENVIRONMENTAL INC Industrials 100.0 $4K -21.0 -17.4% $40.41 -13.5%
2755 COUR COURSERA INC Consumer Defensive 703.0 $4K +416.0 +144.9% $5.73 -7.3%
2756 IMVP INVESCO INDIA EXCHANGE-TRADE 203.0 $4K $19.84 +5.0%
2757 ESNT ESSENT GROUP LTD Financial Services 69.0 $4K -28.0 -28.9% $58.20 +1.7%
2758 ACHR ARCHER AVIATION INC Industrials 812.0 $4K -1K -55.3% $4.94 +30.5%
2759 LZ LEGALZOOM COM INC Industrials 704.0 $4K $5.69 +12.8%
2760 EMBJ EMBRAER S.A. Industrials 72.0 $4K $55.58 +4.5%
Page 138 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%