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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 154 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 DGS WISDOMTREE TR 22.0 $1K $60.27 +9.6%
3062 NBN NORTHEAST BK PORTLAND ME Financial Services 12.0 $1K +4.0 +50.0% $110.00 +15.1%
3063 ACRS ACLARIS THERAPEUTICS INC Healthcare 376.0 $1K $3.49 +30.5%
3064 CGIE CAPITAL GROUP INTERNATIONAL 40.0 $1K NEW $32.65 +11.8%
3065 EZET FRANKLIN ETHEREUM TR Financial Services 85.0 $1K $15.33 +4.9%
3066 INGN INOGEN INC Healthcare 212.0 $1K $6.11 +5.1%
3067 LTM LATAM AIRLINES GROUP SA Industrials 28.0 $1K -12.0 -30.0% $46.21 +12.4%
3068 DCO DUCOMMUN INC DEL Industrials 11.0 $1K $117.09 +27.3%
3069 BAX BAXTER INTL INC Healthcare 81.0 $1K -311.0 -79.3% $15.80 +20.0%
3070 BITO PROSHARES TR 139.0 $1K -146.0 -51.2% $9.15 +15.1%
3071 ROG ROGERS CORP Technology 12.0 $1K $106.00 +30.6%
3072 PTON PELOTON INTERACTIVE INC Consumer Cyclical 317.0 $1K -694.0 -68.6% $4.00 +43.6%
3073 FRHC FREEDOM HOLDING CORP Financial Services 9.0 $1K -13.0 -59.1% $140.78 +4.5%
3074 PCYO PURE CYCLE CORP Utilities 126.0 $1K -342.0 -73.1% $10.02 +1.0%
3075 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 225.0 $1K $5.60 +11.0%
3076 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 44.0 $1K -34.0 -43.6% $28.64 +4.6%
3077 GNK GENCO SHIPPING & TRADING LTD Industrials 56.0 $1K +27.0 +93.1% $22.16 +6.4%
3078 URGN UROGEN PHARMA LTD Healthcare 72.0 $1K $17.00 +76.0%
3079 BCML BAYCOM CORP Financial Services 41.0 $1K +31.0 +310.0% $29.61 +5.3%
3080 BUFD FIRST TR EXCHNG TRADED FD VI 44.0 $1K -710.0 -94.2% $27.59 +7.2%
Page 154 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%