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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 100 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 SIX FLAGS ENTERTAINMENT CORP 1,119.0 $19K 0.00% -88.0 -7.3% $17.22
1982 EMBOTELLADORA ANDINA S A 780.0 $19K 0.00% $24.60
1983 IDYA IDEAYA BIOSCIENCES INC Healthcare 610.0 $19K 0.00% -31.0 -4.8% $31.45 -0.7%
1984 FYX FIRST TR EXCHANGE-TRADED ALP 165.0 $19K 0.00% $116.22 +19.4%
1985 FSM FORTUNA MNG CORP Basic Materials 2,046.0 $19K 0.00% -328.0 -13.8% $9.36 -1.1%
1986 HAFC HANMI FINL CORP Financial Services 732.0 $19K 0.00% -362.0 -33.1% $26.16 +19.3%
1987 IIIN INSTEEL INDS INC Industrials 582.0 $19K 0.00% -957.0 -62.2% $32.79 -11.3%
1988 GOCT FIRST TR EXCHNG TRADED FD VI 500.0 $19K 0.00% -34.0 -6.4% $38.02 +9.1%
1989 GAMESTOP CORP 851.0 $19K 0.00% +370.0 +76.9% $22.27
1990 ALTG ALTA EQUIPMENT GROUP INC Industrials 3,616.0 $19K 0.00% -252.0 -6.5% $5.22 +46.9%
1991 HHH HOWARD HUGHES HOLDINGS INC Real Estate 302.0 $19K 0.00% -2.0 -0.7% $62.40 +7.1%
1992 HACK AMPLIFY ETF TR 260.0 $19K 0.00% NEW $72.44 +32.5%
1993 NOG NORTHERN OIL & GAS INC Energy 627.0 $19K 0.00% -386.0 -38.1% $29.91 -35.0%
1994 NIC NICOLET BANKSHARES INC Financial Services 129.0 $19K 0.00% +114.0 +760.0% $145.07 +1.2%
1995 FLCH FRANKLIN TEMPLETON ETF TR 850.0 $19K 0.00% NEW $22.00 -3.5%
1996 AXGN AXOGEN INC Healthcare 597.0 $19K 0.00% $31.32 +43.2%
1997 TPLC TIMOTHY PLAN 410.0 $19K 0.00% $45.54 +8.7%
1998 GTX GARRETT MOTION INC Consumer Cyclical 1,063.0 $19K 0.00% -9.0 -0.8% $17.53 +95.8%
1999 CURB CURBLINE PPTYS CORP Real Estate 727.0 $19K 0.00% -2K -69.1% $25.62 +16.5%
2000 JKHY HENRY JACK & ASSOC INC Technology 119.0 $19K 0.00% -70.0 -37.0% $156.43 -19.3%
Page 100 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%