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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 153 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 BHB BAR HBR BANKSHARES Financial Services 46.0 $1K $32.26 +7.6%
3042 INBK FIRST INTERNET BANCORP Financial Services 73.0 $1K $20.16 +18.1%
3043 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 106.0 $1K $13.80 +0.6%
3044 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 7.0 $1K $208.29 +2.8%
3045 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 64.0 $1K $22.69 +7.6%
3046 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 65.0 $1K -446.0 -87.3% $22.09 -10.0%
3047 SANA SANA BIOTECHNOLOGY INC Healthcare 532.0 $1K $2.68 +12.3%
3048 PKE PARK AEROSPACE CORP Industrials 53.0 $1K +17.0 +47.2% $26.85 +33.3%
3049 PMT PENNYMAC MTG INVT TR Real Estate 125.0 $1K -999.0 -88.9% $11.35 -9.6%
3050 DX DYNEX CAP INC Real Estate 113.0 $1K $12.46 +3.4%
3051 EIG EMPLOYERS HLDGS INC Financial Services 34.0 $1K -351.0 -91.2% $41.09 +6.5%
3052 WIT WIPRO LTD Technology 672.0 $1K -3K -83.2% $2.07 -1.7%
3053 WS WORTHINGTON STL INC Basic Materials 48.0 $1K $28.73 +42.5%
3054 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 122.0 $1K NEW $11.22 +2.1%
3055 ICLR ICON PLC Healthcare 13.0 $1K -76.0 -85.4% $105.08 +9.6%
3056 EPAM EPAM SYS INC Technology 10.0 $1K -26.0 -72.2% $136.20 -25.9%
3057 CPB THE CAMPBELLS COMPANY Consumer Defensive 61.0 $1K -127.0 -67.5% $22.18 -7.9%
3058 KNCT INVESCO EXCHANGE TRADED FD T 10.0 $1K $134.00 +51.3%
3059 PSTL POSTAL REALTY TRUST INC Real Estate 73.0 $1K $18.33 +30.7%
3060 OCCIDENTAL PETE CORP 30.0 $1K $44.30
Page 153 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%