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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 3 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SNDA SONIDA SENIOR LIVING INC Healthcare 1,144.0 $36K 0.00% NEW $31.25 +17.2%
42 TBT PROSHARES TR 993.0 $35K 0.00% NEW $35.03 +5.5%
43 URG UR-ENERGY INC Energy 25,000.0 $34K 0.00% NEW $1.38 +6.5%
44 CDRE CADRE HLDGS INC Industrials 1,155.0 $34K 0.00% NEW $29.39 +1.5%
45 DBJP DBX ETF TR 338.0 $33K 0.00% NEW $98.51 +11.6%
46 XJUN FIRST TR EXCHNG TRADED FD VI 777.0 $33K 0.00% NEW $42.51 +3.9%
47 NUBD NUSHARES ETF TR 1,409.0 $31K 0.00% NEW $22.16 -0.7%
48 VBIL VANGUARD INSTL INDEX FD 398.0 $30K 0.00% NEW $75.63 -0.0%
49 OWNS TIDAL TRUST III 1,676.0 $29K 0.00% NEW $17.45 -1.3%
50 SLQD ISHARES TR 580.0 $29K 0.00% NEW $50.38 -0.2%
51 IGRO ISHARES TR 358.0 $29K 0.00% NEW $81.40 +8.9%
52 FXR FIRST TR EXCHANGE-TRADED FD 357.0 $28K 0.00% NEW $78.93 +7.5%
53 ESG FLEXSHARES TR 186.0 $28K 0.00% NEW $148.19 +15.6%
54 ASPI ASP ISOTOPES INC Basic Materials 6,000.0 $25K 0.00% NEW $4.22 +22.5%
55 FIRST TR EXCHNG TRADED FD VI 611.0 $23K 0.00% NEW $38.38
56 SGRT TIDAL TRUST I 880.0 $23K 0.00% NEW $25.61 +35.8%
57 PBT PERMIAN BASIN RTY TR Energy 1,000.0 $22K 0.00% NEW $21.79 +37.6%
58 FLGB FRANKLIN TEMPLETON ETF TR 606.0 $21K 0.00% NEW $33.85 +6.7%
59 FIRST TR EXCHNG TRADED FD VI 544.0 $20K 0.00% NEW $36.61
60 CGIC CAPITAL GROUP INTERNATIONAL 617.0 $20K 0.00% NEW $32.10 +12.7%
Page 3 of 11  ·  202 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%