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Portfolio (Quarterly) Guide ↗

Smartleaf Asset Management LLC

· CIK 0002010393
13F Portfolio $3.1B AUM 3,465 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 45 Exited
Page 150 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 GNSS GENASYS INC Technology 1,000.0 $2K $1.77 -18.1%
2982 BHB BAR HBR BANKSHARES Financial Services 46.0 $2K $38.35 +2.7%
2983 BTDR BITDEER TECHNOLOGIES GROUP Technology 111.0 $2K $15.86 -34.9%
2984 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 106.0 $2K $16.53 -7.4%
2985 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 225.0 $2K $7.74 +9.5%
2986 EIG EMPLOYERS HLDGS INC Financial Services 34.0 $2K $51.18 -3.9%
2987 ASAN ASANA INC Technology 244.0 $2K $7.00 +45.6%
2988 VNDA VANDA PHARMACEUTICALS INC Healthcare 278.0 $2K $6.14 -13.8%
2989 WTPI WISDOMTREE TR 52.0 $2K $32.60 +1.8%
2990 WS WORTHINGTON STL INC Basic Materials 48.0 $2K $35.17 -3.1%
2991 CLBT CELLEBRITE DI LTD Technology 118.0 $2K $14.18 -15.4%
2992 FLNA FILANA THERAPEUTICS INC Healthcare 1,369.0 $2K $1.22 -23.8%
2993 CIG CIA ENERGETICA DE MINAS GERA Utilities 790.0 $2K $2.11 -5.7%
2994 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 36.0 $2K $46.19 +27.4%
2995 HIPPO HLDGS INC 61.0 $2K $27.08
2996 PACK RANPAK HOLDINGS CORP Consumer Cyclical 230.0 $2K $7.17 -31.7%
2997 HTZ HERTZ GLOBAL HLDGS INC Industrials 716.0 $2K $2.30 -7.0%
2998 BLBD BLUE BIRD CORP Consumer Cyclical 21.0 $2K $78.33 -24.4%
2999 LTM LATAM AIRLINES GROUP SA Industrials 28.0 $2K $58.71 -13.9%
3000 RGCO RGC RES INC Utilities 69.0 $2K $23.80 -9.0%
Page 150 of 174  ·  3,465 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 35.3%
Financial Services 15.0%
Healthcare 10.2%
Industrials 8.9%
Consumer Cyclical 8.6%
Communication Services 6.5%
Consumer Defensive 4.9%
Energy 4.2%
Utilities 2.7%
Basic Materials 2.0%