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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 175 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 NNVC NANOVIRICIDES INC Healthcare 14.0 $12.0 NEW $0.86 +80.8%
3482 LTPZ PIMCO ETF TR $12.0 NEW
3483 ALIT ALIGHT INC Technology 22.0 $12.0 -82.0 -78.8% $0.55 +48.2%
3484 TLRY TILRAY BRANDS INC Healthcare 2.0 $12.0 $6.00 -9.8%
3485 TRVI TREVI THERAPEUTICS INC Healthcare 1.0 $11.0 $11.00 +26.2%
3486 FATHOM HOLDINGS INC 17.0 $11.0 NEW $0.65
3487 VREX VAREX IMAGING CORP Healthcare 1.0 $10.0 $10.00 +1.3%
3488 ASCENT SOLAR TECHNOLOGIES IN 3.0 $10.0 $3.33
3489 LTBR LIGHTBRIDGE CORP Industrials 1.0 $10.0 NEW $10.00 +14.1%
3490 OTLY OATLY GROUP AB Consumer Defensive 1.0 $10.0 $10.00 +1.5%
3491 AMWL AMERICAN WELL CORP Healthcare 2.0 $10.0 NEW $5.00 +58.2%
3492 WEAV WEAVE COMMUNICATIONS INC Technology 2.0 $9.0 $4.50 +30.9%
3493 XYF X FINL Financial Services 2.0 $8.0 $4.00 +18.8%
3494 BINGEX LTD 2.0 $5.0 $2.50
3495 BUR BURFORD CAPITAL LIMITED Financial Services 1.0 $4.0 -4.0 -80.0% $4.00 +17.5%
3496 REDHILL BIOPHARMA LTD 5.0 $4.0 $0.80
3497 AQST AQUESTIVE THERAPEUTICS INC Healthcare 1.0 $4.0 NEW $4.00 +5.8%
3498 LND BRASILAGRO COMPANHIA BRASILE Consumer Defensive $3.0 NEW
3499 DZZ DEUTSCHE BK AG LONDON BRH Financial Services 1.0 $3.0 NEW $3.00 -30.0%
3500 WORKHORSE GROUP INC 1.0 $3.0 $3.00
Page 175 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%