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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 139 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 CRTO CRITEO S A Communication Services 229.0 $4K -11.0 -4.6% $17.46 +2.0%
2762 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 385.0 $4K $10.37 +23.7%
2763 PAGP PLAINS GP HLDGS L P Energy 162.0 $4K +3.0 +1.9% $24.52 +2.1%
2764 CWCO CONSOLIDATED WATER CO INC Utilities 120.0 $4K $33.01 -8.7%
2765 AMPX AMPRIUS TECHNOLOGIES INC Industrials 269.0 $4K NEW $14.72 +17.8%
2766 ORC ORCHID IS CAP INC Real Estate 569.0 $4K $6.91 -0.2%
2767 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 122.0 $4K +69.0 +130.2% $32.21 +68.7%
2768 STIP ISHARES TR 38.0 $4K -7.0 -15.6% $103.37 +0.1%
2769 FSLY FASTLY INC Technology 152.0 $4K +5.0 +3.4% $25.68 -33.0%
2770 TRNS TRANSCAT INC Industrials 55.0 $4K -37.0 -40.2% $70.45 +8.4%
2771 MOMO HELLO GROUP INC Communication Services 676.0 $4K $5.70 +5.6%
2772 RCUS ARCUS BIOSCIENCES INC Healthcare 186.0 $4K -108.0 -36.7% $20.65 +16.8%
2773 RXI ISHARES TR 21.0 $4K $181.19 +11.3%
2774 VSEC VSE CORP Industrials 23.0 $4K -4.0 -14.8% $165.39 +5.2%
2775 CHWY CHEWY INC Consumer Cyclical 147.0 $4K -73.0 -33.2% $25.88 -18.0%
2776 CHRD CHORD ENERGY CORPORATION Energy 25.0 $4K -5.0 -16.7% $151.36 -10.5%
2777 BDN BRANDYWINE RLTY TR Real Estate 1,437.0 $4K -6K -80.0% $2.62 +15.8%
2778 DFTX DEFINIUM THERAPEUTICS INC Healthcare 215.0 $4K NEW $17.50 +33.7%
2779 LIBERTY MEDIA CORP DEL 49.0 $4K +16.0 +48.5% $76.12
2780 XHR XENIA HOTELS & RESORTS INC Real Estate 254.0 $4K -963.0 -79.1% $14.66 +19.0%
Page 139 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%