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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 124 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 MISL FIRST TR EXCHANGE-TRADED FD 173.0 $7K NEW $43.10 +7.7%
2462 ABUS ARBUTUS BIOPHARMA CORP Healthcare 1,729.0 $7K $4.30 +5.8%
2463 INSP INSPIRE MED SYS INC Healthcare 147.0 $7K -302.0 -67.3% $50.46 -15.6%
2464 SRPT SAREPTA THERAPEUTICS INC Healthcare 359.0 $7K -189.0 -34.5% $20.48 -14.4%
2465 PAGS PAGSEGURO DIGITAL LTD Technology 754.0 $7K -220.0 -22.6% $9.71 -9.2%
2466 FRI FIRST TR EXCHANGE-TRADED FD 261.0 $7K -11.0 -4.0% $28.02 +10.5%
2467 CORE LABORATORIES INC 436.0 $7K -1K -73.5% $16.76
2468 NTLA INTELLIA THERAPEUTICS INC Healthcare 627.0 $7K +424.0 +208.9% $11.65 +34.5%
2469 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 286.0 $7K -27.0 -8.6% $25.52 +5.7%
2470 PK PARK HOTELS & RESORTS INC Real Estate 689.0 $7K +473.0 +219.0% $10.57 +39.3%
2471 AIR LEASE CORP 112.0 $7K -87.0 -43.7% $64.76
2472 PLUS EPLUS INC Technology 98.0 $7K -174.0 -64.0% $73.62 +11.2%
2473 SAIC SCIENCE APPLICATIONS INTL CO Technology 76.0 $7K -11.0 -12.6% $94.80 +8.0%
2474 EEFT EURONET WORLDWIDE INC Technology 109.0 $7K -17.0 -13.5% $65.98 -0.2%
2475 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 272.0 $7K +111.0 +68.9% $26.42 +14.0%
2476 FDS FACTSET RESH SYS INC Financial Services 35.0 $7K -13.0 -27.1% $204.54 +8.2%
2477 GOOD GLADSTONE COMMERCIAL CORP Real Estate 632.0 $7K +182.0 +40.4% $11.32 +6.6%
2478 SYRE SPYRE THERAPEUTICS INC Healthcare 157.0 $7K NEW $45.42 +94.5%
2479 BRIGHTSTAR LOTTERY PLC 571.0 $7K +118.0 +26.1% $12.48
2480 SNDR SCHNEIDER NATIONAL INC Industrials 278.0 $7K +11.0 +4.1% $25.62 +39.3%
Page 124 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%