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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 105 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 VIKING HOLDINGS LTD 235.0 $16K 0.00% $68.45
2082 FRO FRONTLINE PLC Energy 481.0 $16K 0.00% +81.0 +20.2% $33.39 +22.6%
2083 ETHA ISHARES ETHEREUM TR Financial Services 1,049.0 $16K 0.00% NEW $15.27 -15.7%
2084 HBM HUDBAY MINERALS INC Basic Materials 841.0 $16K 0.00% +17.0 +2.1% $19.05 +44.8%
2085 VUSB VANGUARD BD INDEX FDS 321.0 $16K 0.00% -6K -95.1% $49.88 -0.4%
2086 CRBG COREBRIDGE FINL INC Financial Services 701.0 $16K 0.00% -123.0 -14.9% $22.73 +28.4%
2087 GQRE FLEXSHARES TR 271.0 $16K 0.00% $58.79 +6.8%
2088 JMEE J P MORGAN EXCHANGE TRADED F 243.0 $16K 0.00% -155.0 -38.9% $65.03 +17.5%
2089 GRND GRINDR INC Technology 1,277.0 $16K 0.00% -86.0 -6.3% $12.33 +8.3%
2090 GREAT LAKES DREDGE & DOCK CO 925.0 $16K 0.00% +169.0 +22.4% $16.97
2091 LENNAR CORP 190.0 $16K 0.00% -9.0 -4.5% $82.27
2092 VRNS VARONIS SYS INC Technology 738.0 $16K 0.00% +7.0 +1.0% $21.17 +57.7%
2093 HMY HARMONY GOLD MNG LTD Basic Materials 1,099.0 $16K 0.00% -55.0 -4.8% $14.16 +20.1%
2094 ARLO ARLO TECHNOLOGIES INC Industrials 1,135.0 $16K 0.00% -574.0 -33.6% $13.66 -4.4%
2095 WSR WHITESTONE REIT Real Estate 962.0 $15K 0.00% -277.0 -22.4% $16.10 +17.7%
2096 CVSB MORGAN STANLEY ETF TRUST 305.0 $15K 0.00% NEW $50.75 -0.1%
2097 CMPR CIMPRESS PLC Communication Services 212.0 $15K 0.00% +37.0 +21.1% $72.75 +16.6%
2098 BWA BORGWARNER INC Consumer Cyclical 293.0 $15K 0.00% +52.0 +21.6% $52.56 +36.7%
2099 INTF ISHARES TR 405.0 $15K 0.00% -28.0 -6.5% $37.83 +9.0%
2100 VRRM VERRA MOBILITY CORP Technology 1,080.0 $15K 0.00% -3K -71.7% $14.14 -68.6%
Page 105 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%