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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 173 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 10.0 $46.0 NEW $4.60 -0.7%
3442 LFST LIFESTANCE HEALTH GROUP INC Healthcare 7.0 $44.0 $6.29 +18.7%
3443 PHI PLDT INC Communication Services 2.0 $43.0 $21.50 -12.4%
3444 ROOT INC 1.0 $43.0 $43.00
3445 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 1.0 $41.0 $41.00 +7.1%
3446 GYRE GYRE THERAPEUTICS INC Healthcare 6.0 $41.0 $6.83 -9.6%
3447 FATE FATE THERAPEUTICS INC Healthcare 35.0 $40.0 $1.14 +83.8%
3448 BIOHAVEN LTD 5.0 $40.0 -273.0 -98.2% $8.00
3449 FSBC FIVE STAR BANCORP Financial Services 1.0 $38.0 $38.00 +10.5%
3450 ELVN ENLIVEN THERAPEUTICS INC Healthcare 1.0 $37.0 $37.00 +14.2%
3451 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 1.0 $37.0 $37.00 +0.2%
3452 REPX RILEY EXPLORATION PERMIAN IN Energy 1.0 $37.0 $37.00 +4.8%
3453 FIVN FIVE9 INC Technology 2.0 $36.0 -8.0 -80.0% $18.00 +21.3%
3454 SFIX STITCH FIX INC Consumer Cyclical 10.0 $35.0 NEW $3.50 -8.6%
3455 QMAR FIRST TR EXCHNG TRADED FD VI 1.0 $33.0 -28.0 -96.5% $33.00 +12.2%
3456 JBI JANUS INTERNATIONAL GROUP IN Industrials 6.0 $30.0 $5.00 +2.6%
3457 ONL ORION PROPERTIES INC Real Estate 15.0 $30.0 NEW $2.00 +49.0%
3458 HLF HERBALIFE LTD Consumer Defensive 2.0 $29.0 $14.50 -12.5%
3459 RAMACO RES INC 2.0 $29.0 $14.50
3460 COMMERCE.COM INC 10.0 $27.0 NEW $2.70
Page 173 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%