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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 140 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 XMHQ INVESCO EXCHANGE TRADED FD T 37.0 $4K $100.57 +8.9%
2782 BRC BRADY CORP Industrials 46.0 $4K -329.0 -87.7% $80.26 +8.9%
2783 VGM INVESCO TR INVT GRADE MUNS Financial Services 381.0 $4K $9.62 +6.4%
2784 FBCG FIDELITY COVINGTON TRUST 76.0 $4K NEW $47.82 +29.7%
2785 HYS PIMCO ETF TR 39.0 $4K -35.0 -47.3% $92.62 +1.0%
2786 ABR ARBOR REALTY TRUST INC Real Estate 491.0 $4K -903.0 -64.8% $7.35 -24.3%
2787 OLP ONE LIBERTY PPTYS INC Real Estate 165.0 $4K -53.0 -24.3% $21.63 +9.2%
2788 AMRIZE LTD 66.0 $4K NEW $53.82
2789 ANIP ANI PHARMACEUTICALS INC Healthcare 48.0 $4K -155.0 -76.3% $73.71 +10.6%
2790 IMNM IMMUNOME INC Healthcare 182.0 $4K NEW $19.30 +15.7%
2791 MZTI MARZETTI COMPANY Consumer Defensive 25.0 $3K -74.0 -74.8% $139.64 -17.3%
2792 PRLB PROTO LABS INC Industrials 63.0 $3K -265.0 -80.8% $55.38 +34.1%
2793 CCNE CNB FINL CORP PA Financial Services 122.0 $3K -53.0 -30.3% $28.60 +8.3%
2794 CMC COMMERCIAL METALS CO Basic Materials 58.0 $3K -6.0 -9.4% $60.09 +25.6%
2795 QNST QUINSTREET INC Communication Services 283.0 $3K -245.0 -46.4% $12.19 +1.0%
2796 ACVA ACV AUCTIONS INC Consumer Cyclical 809.0 $3K -811.0 -50.1% $4.23 +40.3%
2797 RGR STURM RUGER & CO INC Industrials 85.0 $3K $40.19 -0.5%
2798 SOLENO THERAPEUTICS INC 112.0 $3K -59.0 -34.5% $30.44
2799 SPXL DIREXION SHARES ETF TRUST 20.0 $3K $170.35 +63.0%
2800 BLUE FOUNDRY BANCORP 266.0 $3K $12.79
Page 140 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%