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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 29 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PCG PG&E CORP Utilities 25,031.0 $438K 0.02% +3K +12.3% $17.48 -5.7%
562 SYF SYNCHRONY FINANCIAL Financial Services 6,601.0 $436K 0.02% -1K -16.2% $66.01 +8.8%
563 RY ROYAL BK CDA Financial Services 2,753.0 $435K 0.02% -159.0 -5.5% $157.90 +20.1%
564 O REALTY INCOME CORP Real Estate 7,106.0 $435K 0.02% +669.0 +10.4% $61.15 +1.4%
565 WAT WATERS CORP Healthcare 1,478.0 $434K 0.02% +483.0 +48.5% $293.45 +16.7%
566 E ENI SPA Energy 7,742.0 $432K 0.02% -41.0 -0.5% $55.77 -2.5%
567 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,361.0 $430K 0.02% +158.0 +13.1% $316.09 -5.9%
568 ABNB AIRBNB INC Consumer Cyclical 3,463.0 $426K 0.01% +721.0 +26.3% $123.10 +7.5%
569 VEEV VEEVA SYS INC Healthcare 2,409.0 $424K 0.01% -209.0 -8.0% $175.96 -9.0%
570 WEC WEC ENERGY GROUP INC Utilities 3,669.0 $423K 0.01% +477.0 +14.9% $115.34 -1.7%
571 HOOD ROBINHOOD MKTS INC Financial Services 6,493.0 $423K 0.01% +618.0 +10.5% $65.16 +13.0%
572 VXF VANGUARD INDEX FDS 2,094.0 $417K 0.01% -75.0 -3.5% $198.95 +16.0%
573 NFRA FLEXSHARES TR 6,610.0 $416K 0.01% -3K -32.6% $63.00 +5.3%
574 ATO ATMOS ENERGY CORP Utilities 2,244.0 $415K 0.01% +144.0 +6.9% $185.03 -3.9%
575 PRU PRUDENTIAL FINL INC Financial Services 4,393.0 $415K 0.01% +258.0 +6.2% $94.48 +10.2%
576 FFIV F5 INC Technology 1,482.0 $415K 0.01% +292.0 +24.5% $279.77 +40.7%
577 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 14,573.0 $413K 0.01% +2K +18.9% $28.35 +20.2%
578 JNK SPDR SERIES TRUST 4,358.0 $413K 0.01% -43.0 -1.0% $94.76 +1.6%
579 SHLD GLOBAL X FDS 6,046.0 $413K 0.01% +2K +34.3% $68.30 -4.6%
580 CRBN ISHARES TR 1,908.0 $413K 0.01% -273.0 -12.5% $216.28 +16.5%
Page 29 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%