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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 5 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RDVI FIRST TR EXCHANGE-TRADED FD 554.0 $14K NEW $24.88 +9.7%
82 NGEN NERVGEN PHARMA CORP Healthcare 3,656.0 $14K NEW $3.73 -1.3%
83 AGIX KRANESHARES TRUST 435.0 $14K NEW $31.23 +43.0%
84 NVDL GRANITESHARES ETF TR 203.0 $13K NEW $65.27 +70.4%
85 FDD FIRST TR EXCHANGE-TRADED FD 743.0 $13K NEW $17.20 +15.2%
86 JPLD J P MORGAN EXCHANGE TRADED F 218.0 $11K NEW $52.23 -0.3%
87 NNE NANO NUCLEAR ENERGY INC Industrials 599.0 $11K NEW $19.00 +32.0%
88 FIDELITY COVINGTON TRUST 163.0 $11K NEW $68.79
89 FIRST TR EXCHANGE TRADED FD 580.0 $11K NEW $19.33
90 IEZ ISHARES TR 371.0 $11K NEW $28.77 +10.8%
91 SVOL SIMPLIFY EXCHANGE TRADED FUN 685.0 $10K NEW $15.13 +6.4%
92 EMBX VANECK FDS 207.0 $10K NEW $49.51 +3.1%
93 PZA INVESCO EXCH TRADED FD TR II 430.0 $10K NEW $22.89 +0.2%
94 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 337.0 $10K NEW $28.78 +30.2%
95 AHRT AH RLTY TR INC Financial Services 1,709.0 $9K NEW $5.27 +30.2%
96 GRPM INVESCO EXCHANGE TRADED FD T 75.0 $9K NEW $116.49 +7.7%
97 MISL FIRST TR EXCHANGE-TRADED FD 173.0 $7K NEW $43.10 +6.0%
98 SYRE SPYRE THERAPEUTICS INC Healthcare 157.0 $7K NEW $45.42 +58.3%
99 ONDS ONDAS INC Technology 872.0 $7K NEW $8.15 +12.6%
100 MDA MDA SPACE LTD Technology 300.0 $7K NEW $23.61 +74.5%
Page 5 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%