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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 104 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 TWO HARBORS INVENTMENT CORPO 1,481.0 $17K 0.00% -2K -61.3% $11.23
2062 ET ENERGY TRANSFER L P Energy 849.0 $17K 0.00% $19.59 -4.3%
2063 VESTA REAL ESTATE CORP 503.0 $17K 0.00% $33.06
2064 GTY GETTY RLTY CORP NEW Real Estate 522.0 $17K 0.00% -640.0 -55.1% $31.83 +2.7%
2065 NRIX NURIX THERAPEUTICS INC Healthcare 1,132.0 $17K 0.00% +304.0 +36.7% $14.67 +19.6%
2066 SEB SEABOARD CORP DEL Industrials 3.0 $17K 0.00% $5515.00 -13.1%
2067 BIDU BAIDU INC Communication Services 155.0 $17K 0.00% +82.0 +112.3% $106.60 +4.8%
2068 FLUTTER ENTMT PLC 166.0 $17K 0.00% -279.0 -62.7% $99.50
2069 ZD ZIFF DAVIS INC Communication Services 390.0 $16K 0.00% +144.0 +58.5% $41.92 +9.8%
2070 UBSI UNITED BANKSHARES INC WEST V Financial Services 401.0 $16K 0.00% +13.0 +3.4% $40.69 +9.2%
2071 WMS ADVANCED DRAIN SYS INC DEL Industrials 124.0 $16K 0.00% +16.0 +14.8% $131.46 +11.9%
2072 RRR RED ROCK RESORTS INC Consumer Cyclical 312.0 $16K 0.00% -8.0 -2.5% $52.19 +17.5%
2073 GPIX GOLDMAN SACHS ETF TR 334.0 $16K 0.00% NEW $48.68 +14.0%
2074 FRMI FERMI INC Utilities 3,030.0 $16K 0.00% NEW $5.36 +77.2%
2075 AVA AVISTA CORP Utilities 401.0 $16K 0.00% -462.0 -53.5% $40.48 -1.8%
2076 TKC TURKCELL ILETISIM Communication Services 2,746.0 $16K 0.00% $5.91 +3.4%
2077 ACT ENACT HLDGS INC Financial Services 397.0 $16K 0.00% -28.0 -6.6% $40.82 +3.9%
2078 FEX FIRST TR EXCHANGE-TRADED ALP 135.0 $16K 0.00% $119.43 +15.5%
2079 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 124.0 $16K 0.00% $129.99 -15.2%
2080 GPOR GULFPORT ENERGY CORP Energy 75.0 $16K 0.00% -29.0 -27.9% $214.85 -25.2%
Page 104 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%