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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 119 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 SIL GLOBAL X FDS 112.0 $9K $83.55 +0.2%
2362 LCID LUCID GROUP INC Consumer Cyclical 1,022.0 $9K $9.15 -41.4%
2363 EVTR MORGAN STANLEY ETF TRUST 184.0 $9K $50.82 +0.1%
2364 CAL CALERES INC Consumer Cyclical 899.0 $9K -716.0 -44.3% $10.37 +26.7%
2365 EOI EATON VANCE ENHANCED EQUITY Financial Services 509.0 $9K $18.13 +7.1%
2366 CUBE CUBESMART Real Estate 257.0 $9K $35.90 +13.2%
2367 IXJ ISHARES TR 100.0 $9K $91.74 +1.3%
2368 PBR PETROLEO BRASILEIRO S A Energy 440.0 $9K -272.0 -38.2% $20.81 -19.5%
2369 SHC SOTERA HEALTH CO Healthcare 691.0 $9K -33.0 -4.6% $13.25 +19.4%
2370 LW LAMB WESTON HLDGS INC Consumer Defensive 223.0 $9K -24.0 -9.7% $40.95 +10.0%
2371 STEL STELLAR BANCORP INC Financial Services 253.0 $9K -323.0 -56.1% $36.02 +6.7%
2372 OFG OFG BANCORP Financial Services 228.0 $9K -600.0 -72.5% $39.86 +17.1%
2373 U HAUL HOLDING COMPANY 209.0 $9K +7.0 +3.5% $43.27
2374 CMB.TECH NV 727.0 $9K -30.0 -4.0% $12.43
2375 ARMOUR RESIDENTIAL REIT INC 559.0 $9K $16.15
2376 AHRT AH RLTY TR INC Financial Services 1,709.0 $9K NEW $5.27 +26.6%
2377 EPM EVOLUTION PETE CORP Energy 1,926.0 $9K +1K +319.6% $4.67 -17.3%
2378 KVHI KVH INDS INC Technology 1,000.0 $9K $8.93 +8.0%
2379 HTHT H WORLD GROUP LTD Consumer Cyclical 182.0 $9K +11.0 +6.4% $48.87 -13.0%
2380 EMLC VANECK ETF TRUST 358.0 $9K +276.0 +336.6% $24.83 +3.0%
Page 119 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%