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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 110 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 AG FIRST MAJESTIC SILVER CORP Basic Materials 675.0 $13K -365.0 -35.1% $19.65 -8.4%
2182 NVDL GRANITESHARES ETF TR 203.0 $13K NEW $65.27 +52.8%
2183 NEOG NEOGEN CORP Healthcare 1,487.0 $13K +428.0 +40.4% $8.91 +4.5%
2184 REX REX AMERICAN RES CORP Basic Materials 278.0 $13K -194.0 -41.1% $47.64 -8.0%
2185 TREE LENDINGTREE INC Financial Services 312.0 $13K +32.0 +11.4% $42.20 -7.4%
2186 DYN DYNE THERAPEUTICS INC Healthcare 769.0 $13K +214.0 +38.6% $17.09 +15.9%
2187 WT WISDOMTREE INC Financial Services 941.0 $13K -2K -64.9% $13.92 +31.5%
2188 UTL UNITIL CORP Utilities 246.0 $13K -4.0 -1.6% $53.21 -4.2%
2189 TILE INTERFACE INC Consumer Cyclical 534.0 $13K -306.0 -36.4% $24.48 +33.0%
2190 FBK FB FINL CORP Financial Services 252.0 $13K -158.0 -38.5% $51.53 +4.3%
2191 EWY ISHARES INC 111.0 $13K +88.0 +382.6% $116.43 +88.3%
2192 VC VISTEON CORP Consumer Cyclical 150.0 $13K +8.0 +5.6% $85.71 +32.8%
2193 STC STEWART INFORMATION SVCS COR Financial Services 210.0 $13K -305.0 -59.2% $61.10 +8.8%
2194 CLNE CLEAN ENERGY FUELS CORP Energy 4,962.0 $13K $2.58 -27.9%
2195 FDD FIRST TR EXCHANGE-TRADED FD 743.0 $13K NEW $17.20 +12.9%
2196 AES AES CORP Utilities 908.0 $13K -9K -90.4% $14.02 +4.3%
2197 NLR VANECK ETF TRUST 100.0 $13K $127.14 -0.2%
2198 PII POLARIS INC Consumer Cyclical 238.0 $13K +142.0 +147.9% $53.41 +33.6%
2199 NTB BANK OF N T BUTTERFIELD & SO Financial Services 245.0 $13K $51.77 +13.2%
2200 NBR NABORS INDUSTRIES LTD Energy 145.0 $13K -20.0 -12.1% $87.43 -0.4%
Page 110 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%