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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 102 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 FJUN FIRST TR EXCHNG TRADED FD VI 324.0 $18K 0.00% +257.0 +383.6% $55.46 +8.0%
2022 CERS CERUS CORP Healthcare 10,329.0 $18K 0.00% +2K +20.6% $1.73 +56.1%
2023 ANIK ANIKA THERAPEUTICS INC Healthcare 1,261.0 $18K 0.00% +610.0 +93.7% $14.13 +2.1%
2024 COMP COMPASS INC Technology 2,590.0 $18K 0.00% -289.0 -10.0% $6.84 +46.3%
2025 WIX WIX COM LTD Technology 201.0 $18K 0.00% -611.0 -75.2% $87.81 -51.6%
2026 RBB RBB BANCORP Financial Services 828.0 $18K 0.00% +150.0 +22.1% $21.28 +19.7%
2027 TIPX SPDR SERIES TRUST 918.0 $18K 0.00% +308.0 +50.5% $19.18 -1.5%
2028 YELP YELP INC Communication Services 709.0 $18K 0.00% -662.0 -48.3% $24.81 -7.8%
2029 DEM WISDOMTREE TR 363.0 $18K 0.00% -39.0 -9.7% $48.37 +15.1%
2030 EGY VAALCO ENERGY INC Energy 2,685.0 $18K 0.00% NEW $6.53 -14.5%
2031 KD KYNDRYL HLDGS INC Technology 1,394.0 $17K 0.00% -246.0 -15.0% $12.55 -12.4%
2032 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 820.0 $17K 0.00% +56.0 +7.3% $21.33 +22.9%
2033 WFRD WEATHERFORD INTL PLC Energy 188.0 $17K 0.00% -130.0 -40.9% $92.62 -1.1%
2034 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 1,153.0 $17K 0.00% NEW $15.01 +6.3%
2035 NWE NORTHWESTERN ENERGY GROUP IN Utilities 262.0 $17K 0.00% -17.0 -6.1% $65.98 +5.9%
2036 NG NOVAGOLD RESOURCES INC Basic Materials 2,150.0 $17K 0.00% $8.03 -2.9%
2037 RNST RENASANT CORP Financial Services 486.0 $17K 0.00% +262.0 +117.0% $35.40 +17.8%
2038 VISN VISTANCE NETWORKS INC Technology 975.0 $17K 0.00% -379.0 -28.0% $17.61 -28.1%
2039 FAPR FIRST TR EXCHNG TRADED FD VI 386.0 $17K 0.00% -72.0 -15.7% $44.41 +5.1%
2040 BKLC BNY MELLON ETF TRUST 141.0 $17K 0.00% $121.21 +18.5%
Page 102 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%