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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 55 of 60  ·  1,188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 FFIC FLUSHING FINL CORP Financial Services 397.0 $6K +32.0 +8.8% $15.10 +2.5%
1082 BBSI BARRETT BUSINESS SVCS INC Industrials 194.0 $6K +150.0 +340.9% $29.87 +10.6%
1083 JYNT JOINT CORP Healthcare 669.0 $6K +145.0 +27.7% $8.55 +8.1%
1084 DISC MEDICINE INC 92.0 $6K +19.0 +26.0% $60.78
1085 LOB LIVE OAK BANCSHARES INC Financial Services 171.0 $6K +16.0 +10.3% $32.35 +19.4%
1086 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 1,941.0 $5K +1K +114.2% $2.82 -10.6%
1087 CRWV COREWEAVE INC Technology 78.0 $5K +61.0 +358.8% $69.15 +69.2%
1088 AMAL AMALGAMATED FINANCIAL CORP Financial Services 139.0 $5K +83.0 +148.2% $38.27 +14.9%
1089 FLNC FLUENCE ENERGY INC Utilities 408.0 $5K +269.0 +193.5% $13.00 +84.0%
1090 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 273.0 $5K +14.0 +5.4% $19.22 +3.9%
1091 XNCR XENCOR INC Healthcare 458.0 $5K +417.0 +1017.1% $11.35 +7.6%
1092 PSKY PARAMOUNT SKYDANCE CORP Communication Services 575.0 $5K +119.0 +26.1% $8.93 +15.3%
1093 KNG FIRST TR EXCHANGE-TRADED FD 105.0 $5K +1.0 +1.0% $48.13 +4.5%
1094 BLKB BLACKBAUD INC Technology 132.0 $5K +79.0 +149.1% $37.88 -26.1%
1095 FLEX FLEXTRONICS INTL LTD Technology 82.0 $5K +46.0 +127.8% $60.57 +142.6%
1096 MQ MARQETA INC Technology 1,227.0 $5K +94.0 +8.3% $4.03 -3.5%
1097 TBCH TURTLE BEACH CORP Technology 466.0 $5K +58.0 +14.2% $10.14 +26.3%
1098 SFL SFL CORPORATION LTD Industrials 444.0 $5K +392.0 +753.9% $10.60 +6.3%
1099 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 555.0 $5K +330.0 +146.7% $8.28 +15.8%
1100 VERA VERA THERAPEUTICS INC Healthcare 120.0 $5K +17.0 +16.5% $38.10 -10.1%
Page 55 of 60  ·  1,188 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%