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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 145 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 CHYM CHIME FINL INC Financial Services 154.0 $3K NEW $17.41 +1.2%
2882 KURA KURA ONCOLOGY INC Healthcare 345.0 $3K $7.73 +34.7%
2883 WTTR SELECT WATER SOLUTIONS INC Utilities 175.0 $3K $15.22 +26.7%
2884 S SENTINELONE INC Technology 210.0 $3K -342.0 -62.0% $12.61 +47.2%
2885 DLO DLOCAL LTD Technology 213.0 $3K $12.40 -5.4%
2886 FIIG FIRST TR EXCHANGE-TRADED FD 128.0 $3K -111.0 -46.4% $20.61 +0.2%
2887 IHI ISHARES TR 50.0 $3K $52.60 -4.2%
2888 GLRY NORTHERN LTS FD TR IV 73.0 $3K $35.75 +17.1%
2889 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 24.0 $3K -4.0 -14.3% $107.33 +3.4%
2890 MXI ISHARES TR 25.0 $3K NEW $102.88 +9.4%
2891 RPD RAPID7 INC Technology 472.0 $3K +390.0 +475.6% $5.45 +31.9%
2892 STKL SUNOPTA INC Consumer Defensive 394.0 $3K +72.0 +22.4% $6.47 +0.5%
2893 YPF YPF SOCIEDAD ANONIMA Energy 55.0 $3K +4.0 +7.8% $46.13 +4.0%
2894 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 244.0 $3K NEW $10.39 +4.3%
2895 WTMF WISDOMTREE TR 64.0 $3K $39.31 +4.9%
2896 CGW INVESCO EXCH TRADED FD TR II 40.0 $3K $62.77 +0.5%
2897 ARDX ARDELYX INC Healthcare 451.0 $3K +182.0 +67.7% $5.55 +12.6%
2898 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 380.0 $2K +206.0 +118.4% $6.58 +16.7%
2899 REPOSITRAK INC 336.0 $2K +244.0 +265.2% $7.44
2900 DHS WISDOMTREE TR 23.0 $2K $108.26 +4.2%
Page 145 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%