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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 165 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 WTBA WEST BANCORPORATION INC Financial Services 14.0 $333.0 $23.79 -0.6%
3282 TELIX PHARMACEUTICAL LTD 37.0 $332.0 -35.0 -48.6% $8.97
3283 DCH DAUCH CORP Industrials 61.0 $332.0 -863.0 -93.4% $5.44 +13.0%
3284 JHI HANCOCK JOHN INVT TR II Financial Services 26.0 $328.0 $12.62 +4.2%
3285 SKYT SKYWATER TECHNOLOGY INC Technology 12.0 $314.0 $26.17 +34.3%
3286 VEON LTD 7.0 $313.0 $44.71
3287 BH BIGLARI HLDGS INC Consumer Cyclical 1.0 $311.0 $311.00 -11.9%
3288 BRT BRT APARTMENTS CORP Real Estate 23.0 $309.0 $13.43 +8.6%
3289 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 115.0 $308.0 -166.0 -59.1% $2.68 -6.3%
3290 LENZ LENZ THERAPEUTICS INC Healthcare 37.0 $307.0 -152.0 -80.4% $8.30 -9.4%
3291 ESRT EMPIRE ST RLTY TR INC Real Estate 59.0 $301.0 -469.0 -88.8% $5.10 +10.6%
3292 LGOV FIRST TR EXCHANGE-TRADED FD 14.0 $300.0 -110.0 -88.7% $21.43 -1.2%
3293 JANX JANUX THERAPEUTICS INC Healthcare 23.0 $300.0 -669.0 -96.7% $13.04 +10.5%
3294 AMERICA MOVIL SAB DE CV 12.0 $296.0 -120.0 -90.9% $24.67
3295 SPGM SPDR INDEX SHS FDS 4.0 $293.0 NEW $73.25 +16.1%
3296 INN SUMMIT HOTEL PPTYS Real Estate 67.0 $292.0 -457.0 -87.2% $4.36 +29.4%
3297 ASSERTIO HOLDINGS INC 16.0 $292.0 $18.25
3298 ZYMEWORKS INC 12.0 $291.0 $24.25
3299 AVES AMERICAN CENTY ETF TR 5.0 $291.0 -222.0 -97.8% $58.20 +12.9%
3300 XRAY DENTSPLY SIRONA INC Healthcare 26.0 $291.0 -55.0 -67.9% $11.19 -12.1%
Page 165 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%