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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 116 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 ENVIRI CORP 559.0 $11K +64.0 +12.9% $18.85
2302 CVLT COMMVAULT SYS INC Technology 140.0 $11K -1.0 -0.7% $75.18 +73.0%
2303 ABM ABM INDS INC Industrials 277.0 $10K -929.0 -77.0% $37.88 +16.5%
2304 EGBN EAGLE BANCORPORATION INC Financial Services 427.0 $10K -42.0 -9.0% $24.54 +12.5%
2305 BEAM BEAM THERAPEUTICS INC Healthcare 478.0 $10K +113.0 +31.0% $21.90 +55.9%
2306 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 717.0 $10K -1K -60.2% $14.59 -13.4%
2307 QTUM ETF SER SOLUTIONS 102.0 $10K $102.45 +63.9%
2308 XME SPDR SERIES TRUST 101.0 $10K $103.46 +13.1%
2309 IMKTA INGLES MKTS INC Consumer Defensive 116.0 $10K $90.03 -2.9%
2310 CIFR CIPHER DIGITAL INC Financial Services 868.0 $10K +274.0 +46.1% $12.01 +142.9%
2311 HOPE HOPE BANCORP INC Financial Services 948.0 $10K -2K -68.4% $10.98 +16.9%
2312 BBAI BIGBEAR AI HLDGS INC Technology 3,420.0 $10K -292.0 -7.9% $3.04 +28.9%
2313 GLPG GALAPAGOS NV Healthcare 360.0 $10K -29.0 -7.5% $28.84 -0.6%
2314 SVOL SIMPLIFY EXCHANGE TRADED FUN 685.0 $10K NEW $15.13 +7.0%
2315 KSS KOHLS CORP Consumer Cyclical 848.0 $10K -640.0 -43.0% $12.20 +41.4%
2316 MTCH MATCH GROUP INC NEW Communication Services 342.0 $10K $30.15 +17.6%
2317 CMCL CALEDONIA MNG CORP Basic Materials 467.0 $10K -562.0 -54.6% $22.04 -5.4%
2318 HNRG HALLADOR ENERGY COMPANY Energy 612.0 $10K -87.0 -12.4% $16.80 +15.8%
2319 CLSK CLEANSPARK INC Technology 1,256.0 $10K -2K -63.6% $8.18 +110.8%
2320 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 224.0 $10K $45.85 -15.2%
Page 116 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%