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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 172 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 SIGA SIGA TECHNOLOGIES INC Healthcare 12.0 $63.0 -88.0 -88.0% $5.25 -14.5%
3422 XRX XEROX HOLDINGS CORP Technology 48.0 $61.0 -82.0 -63.1% $1.27 +99.9%
3423 CTBI COMMUNITY TR BANCORP INC Financial Services 1.0 $61.0 $61.00 +9.8%
3424 QJUN FIRST TR EXCHNG TRADED FD VI 2.0 $61.0 -32.0 -94.1% $30.50 +10.3%
3425 SGMO SANGAMO THERAPEUTICS INC Healthcare 200.0 $61.0 $0.30 -47.5%
3426 GENI GENIUS SPORTS LIMITED Communication Services 14.0 $59.0 -93.0 -86.9% $4.21 +16.0%
3427 FIGS FIGS INC Consumer Cyclical 4.0 $58.0 $14.50 -14.2%
3428 HELE HELEN OF TROY LTD Consumer Defensive 4.0 $56.0 -22.0 -84.6% $14.00 +77.1%
3429 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 3.0 $54.0 NEW $18.00 -3.1%
3430 AMC ENTMT HLDGS INC 53.0 $52.0 -1K -95.3% $0.98
3431 ATLC ATLANTICUS HOLDINGS CORP Financial Services 1.0 $51.0 $51.00 +60.0%
3432 SPT SPROUT SOCIAL INC Technology 8.0 $50.0 -367.0 -97.9% $6.25 +8.8%
3433 DWMF WISDOMTREE TR 1.0 $50.0 $50.00 -32.1%
3434 TITN TITAN MACHY INC Industrials 3.0 $49.0 $16.33 +13.4%
3435 CDNA CAREDX INC Healthcare 3.0 $49.0 $16.33 +32.1%
3436 CNDT CONDUENT INC Technology 37.0 $49.0 $1.32 +20.8%
3437 ACNB ACNB CORP Financial Services 1.0 $48.0 $48.00 +14.1%
3438 FOR FORESTAR GROUP INC Real Estate 2.0 $48.0 -22.0 -91.7% $24.00 +9.2%
3439 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 10.0 $47.0 $4.70 +23.6%
3440 ASST STRIVE INC Communication Services 5.0 $47.0 NEW $9.40 +97.1%
Page 172 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%