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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 120 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 534.0 $9K +123.0 +29.9% $16.61 +55.0%
2382 IBD NORTHERN LTS FD TR IV 373.0 $9K $23.77 +0.2%
2383 PB PROSPERITY BANCSHARES INC Financial Services 135.0 $9K +20.0 +17.4% $65.65 +8.4%
2384 ROCK GIBRALTAR INDS INC Industrials 224.0 $9K -497.0 -68.9% $39.50 +3.5%
2385 KASPI KZ JSC 122.0 $9K +90.0 +281.2% $72.28
2386 PFBC PREFERRED BK LOS ANGELES CA Financial Services 98.0 $9K -379.0 -79.5% $89.81 +10.3%
2387 CROX CROCS INC Consumer Cyclical 110.0 $9K -27.0 -19.7% $80.00 +56.3%
2388 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 1,083.0 $9K $8.11 +51.4%
2389 EPS WISDOMTREE TR 132.0 $9K $66.39 +17.7%
2390 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 237.0 $9K -8.0 -3.3% $36.92 -12.3%
2391 GRPM INVESCO EXCHANGE TRADED FD T 75.0 $9K NEW $116.49 +9.3%
2392 MORN MORNINGSTAR INC Financial Services 53.0 $9K -30.0 -36.1% $164.68 -6.7%
2393 OXM OXFORD INDS INC Consumer Cyclical 240.0 $9K +28.0 +13.2% $36.32 +0.2%
2394 NIO NIO INC Consumer Cyclical 1,576.0 $9K +25.0 +1.6% $5.51 -8.9%
2395 QBTS D-WAVE QUANTUM INC Technology 669.0 $9K +168.0 +33.5% $12.98 +90.2%
2396 BLFS BIOLIFE SOLUTIONS INC Healthcare 460.0 $9K -218.0 -32.1% $18.78 +38.7%
2397 TNDM TANDEM DIABETES CARE INC Healthcare 440.0 $9K -890.0 -66.9% $19.58 -21.9%
2398 BCI ABRDN ETFS 353.0 $9K -6K -94.5% $24.31 -5.6%
2399 IIPR INNOVATIVE INDL PPTYS INC Real Estate 169.0 $9K +15.0 +9.7% $50.76 +17.4%
2400 ECG EVERUS CONSTR GROUP Industrials 77.0 $9K +32.0 +71.1% $111.32 +41.7%
Page 120 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%