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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 155 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 GRC GORMAN RUPP CO Industrials 20.0 $1K $60.40 +23.2%
3082 DES WISDOMTREE TR 34.0 $1K -17.0 -33.3% $35.41 +9.3%
3083 TXMD THERAPEUTICSMD INC Healthcare 601.0 $1K $1.99 +5.3%
3084 BRBR BELLRING BRANDS INC Consumer Defensive 74.0 $1K -126.0 -63.0% $16.14 -46.0%
3085 BILL BILL HOLDINGS INC Technology 32.0 $1K -5.0 -13.5% $37.25 -6.4%
3086 FTCB FIRST TR EXCHANGE-TRADED FD 57.0 $1K -235.0 -80.5% $20.88 -0.5%
3087 CASS CASS INFORMATION SYS INC Industrials 27.0 $1K $43.96 +4.6%
3088 PRGS PROGRESS SOFTWARE CORP Technology 42.0 $1K -352.0 -89.3% $28.26 +4.9%
3089 PKX POSCO HOLDINGS INC Basic Materials 21.0 $1K $56.38 +34.6%
3090 TIGR UP FINTECH HLDG LTD Financial Services 194.0 $1K +18.0 +10.2% $6.08 -18.9%
3091 LEGH LEGACY HOUSING CORP Consumer Cyclical 58.0 $1K -521.0 -90.0% $20.14 +14.0%
3092 NBBK NB BANCORP INC Financial Services 56.0 $1K $20.68 -3.7%
3093 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 27.0 $1K $42.81 +4.1%
3094 FENI FIDELITY COVINGTON TRUST 32.0 $1K NEW $36.06 +12.0%
3095 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 110.0 $1K $10.41 -7.8%
3096 QDEL QUIDELORTHO CORP Healthcare 75.0 $1K $15.25 -20.0%
3097 BLBD BLUE BIRD CORP Consumer Cyclical 21.0 $1K $54.43 +25.9%
3098 SUPV GRUPO SUPERVIELLE S.A. Financial Services 135.0 $1K +115.0 +575.0% $8.42 -2.3%
3099 GNOM GLOBAL X FDS 27.0 $1K -9.0 -25.0% $41.41 +13.4%
3100 CENTRAIS ELET BRAS SA 109.0 $1K -24.0 -18.1% $10.26
Page 155 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%