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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 176 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3501 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 1.0 $3.0 $3.00 +28.3%
3502 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 1.0 $2.0 -46.0 -97.9% $2.00 +85.5%
3503 IPSC CENTURY THERAPEUTICS INC Healthcare 1.0 $2.0 $2.00 +13.5%
3504 SKILLZ INC 1.0 $2.0 NEW $2.00
3505 XEROX HOLDINGS CORP 24.0 $2.0 NEW $0.08
3506 BAYTEX ENERGY CORP $1.0 NEW
3507 NFE NEW FORTRESS ENERGY INC Utilities 1.0 $1.0 $1.00 -40.0%
3508 NVVE NUVVE HOLDING CORP Technology 1.0 $1.0 $1.00 -64.4%
3509 ALBT AVALON GLOBOCARE CORP Real Estate 1.0 $1.0 $1.00 -66.0%
3510 WHR WHIRLPOOL CORP Consumer Cyclical -100.0%
Page 176 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%