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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 114 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 LIONSGATE STUDIOS CORP 1,209.0 $11K +397.0 +48.9% $9.40
2262 PI IMPINJ INC Technology 118.0 $11K -266.0 -69.3% $96.07 +34.0%
2263 RAMP LIVERAMP HLDGS INC Technology 431.0 $11K -2K -77.9% $26.30 +43.5%
2264 HLMN HILLMAN SOLUTIONS CORP Industrials 1,420.0 $11K +658.0 +86.3% $7.97 +1.1%
2265 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 1,100.0 $11K $10.24 +5.9%
2266 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 211.0 $11K -91.0 -30.1% $53.35 -40.3%
2267 SMMT SUMMIT THERAPEUTICS INC Healthcare 662.0 $11K +27.0 +4.2% $16.98 -19.0%
2268 SN SHARKNINJA INC Consumer Cyclical 115.0 $11K -33.0 -22.3% $97.62 +44.3%
2269 FIDELITY COVINGTON TRUST 163.0 $11K NEW $68.79
2270 FIRST TR EXCHANGE TRADED FD 580.0 $11K NEW $19.33
2271 WRLD WORLD ACCEP CORPORATION Financial Services 84.0 $11K -83.0 -49.7% $133.33 +33.5%
2272 CSR CENTERSPACE Real Estate 195.0 $11K -296.0 -60.3% $57.43 -3.1%
2273 BTT BLACKROCK MUN TARGET TERM TR Financial Services 500.0 $11K $22.39 +1.3%
2274 INTR INTER & CO INC Financial Services 1,463.0 $11K -47.0 -3.1% $7.65 -28.9%
2275 YMM FULL TRUCK ALLIANCE CO LTD Technology 1,376.0 $11K -578.0 -29.6% $8.09 -3.6%
2276 AURA AURA BIOSCIENCES INC Healthcare 1,790.0 $11K +49.0 +2.8% $6.20 +2.3%
2277 AKR ACADIA RLTY TR Real Estate 585.0 $11K -520.0 -47.1% $18.89 +11.9%
2278 HCI HCI GROUP INC Financial Services 71.0 $11K -54.0 -43.2% $155.21 +5.4%
2279 FIRST TR EXCHNG TRADED FD VI 310.0 $11K -109.0 -26.0% $35.54
2280 RVLV REVOLVE GROUP INC Consumer Cyclical 500.0 $11K +106.0 +26.9% $22.03 -1.1%
Page 114 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%