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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 149 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 EC ECOPETROL S A Energy 129.0 $2K -25.0 -16.2% $14.98 -0.8%
2962 RSKD RISKIFIED LTD Technology 503.0 $2K -11.0 -2.1% $3.84 +23.9%
2963 WB WEIBO CORP Communication Services 223.0 $2K $8.64 -7.3%
2964 KW KENNEDY-WILSON HOLDINGS INC Real Estate 175.0 $2K $10.98 +0.2%
2965 FIDELIS INSURANCE HOLDINGS L 100.0 $2K $19.18
2966 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 86.0 $2K -8.0 -8.5% $22.26 +24.7%
2967 UHAL U HAUL HOLDING COMPANY Industrials 41.0 $2K -2.0 -4.7% $46.27 +10.4%
2968 SOC SABLE OFFSHORE CORP Energy 106.0 $2K -41.0 -27.9% $17.84 -22.9%
2969 MSM MSC INDL DIRECT INC Industrials 21.0 $2K +2.0 +10.5% $89.95 +20.9%
2970 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 175.0 $2K $10.76 +9.6%
2971 NUVEEN CR STRATEGIES INCOME 401.0 $2K $4.69
2972 SPHD INVESCO EXCH TRADED FD TR II 38.0 $2K NEW $49.34 +1.8%
2973 HOMETRUST BANCSHARES INC 44.0 $2K $42.48
2974 HBCP HOMEBANCORP INC Financial Services 31.0 $2K $60.26 +8.5%
2975 IBCP INDEPENDENT BK CORP MICH Financial Services 57.0 $2K +21.0 +58.3% $32.75 +4.9%
2976 CGNT COGNYTE SOFTWARE LTD Technology 235.0 $2K -103.0 -30.5% $7.93 +31.1%
2977 NPK INTERNATIONAL INC 131.0 $2K $14.23
2978 TRS TRIMAS CORP Consumer Cyclical 52.0 $2K -46.0 -46.9% $35.56 +15.7%
2979 VNDA VANDA PHARMACEUTICALS INC Healthcare 278.0 $2K -2K -84.8% $6.65 -6.5%
2980 AKBA AKEBIA THREAPEUTICS INC Healthcare 1,400.0 $2K $1.32 -21.2%
Page 149 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%