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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 7 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DIEM FRANKLIN TEMPLETON ETF TR 87.0 $3K NEW $34.09 +21.9%
122 ICLN ISHARES TR 165.0 $3K NEW $17.51 +28.0%
123 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 153.0 $3K NEW $18.33 +3.0%
124 FITE SPDR SERIES TRUST 33.0 $3K NEW $82.09 +31.9%
125 CHYM CHIME FINL INC Financial Services 154.0 $3K NEW $17.41 +2.2%
126 MXI ISHARES TR 25.0 $3K NEW $102.88 +7.2%
127 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 244.0 $3K NEW $10.39 +2.8%
128 J P MORGAN EXCHANGE TRADED F 18.0 $2K NEW $128.06
129 FIG FIGMA INC Technology 100.0 $2K NEW $20.16 +12.6%
130 SPHD INVESCO EXCH TRADED FD TR II 38.0 $2K NEW $49.34 +2.2%
131 PGRO PUTNAM ETF TRUST 43.0 $2K NEW $38.88 +23.0%
132 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 122.0 $1K NEW $11.22 +1.5%
133 CGIE CAPITAL GROUP INTERNATIONAL 40.0 $1K NEW $32.65 +10.6%
134 FENI FIDELITY COVINGTON TRUST 32.0 $1K NEW $36.06 +10.8%
135 EOSE EOS ENERGY ENTERPRISES INC Industrials 244.0 $1K NEW $4.39 +83.5%
136 KOMP SPDR SERIES TRUST 18.0 $1K NEW $56.00 +26.0%
137 PAVE GLOBAL X FDS 20.0 $984.0 NEW $49.20 +11.7%
138 PARK PARK DENTAL PARTNERS INC Healthcare 58.0 $908.0 NEW $15.66 +18.7%
139 USAR USA RARE EARTH INC Basic Materials 61.0 $868.0 NEW $14.23 +77.8%
140 NUVB NUVATION BIO INC Healthcare 206.0 $834.0 NEW $4.05 +16.6%
Page 7 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%