BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 69 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 PSTG EVERPURE INC Technology 1,054.0 $60K 0.00% +305.0 +40.7% $56.99 +55.0%
1362 HRL HORMEL FOODS CORP Consumer Defensive 2,609.0 $60K 0.00% -19.0 -0.7% $23.02 -8.9%
1363 MLN VANECK ETF TRUST 3,450.0 $60K 0.00% -45.0 -1.3% $17.38 +0.7%
1364 RRC RANGE RES CORP Energy 1,289.0 $60K 0.00% +266.0 +26.0% $46.22 -15.2%
1365 UMMA LISTED FDS TR 2,010.0 $59K 0.00% $29.51 +27.7%
1366 CRC CALIFORNIA RES CORP Energy 860.0 $59K 0.00% -855.0 -49.9% $68.89 -13.3%
1367 SLG SL GREEN RLTY CORP Real Estate 1,651.0 $59K 0.00% -721.0 -30.4% $35.88 +26.0%
1368 Z ZILLOW GROUP INC Communication Services 1,452.0 $59K 0.00% -144.0 -9.0% $40.79 -12.4%
1369 RAFE PIMCO EQUITY SER 1,453.0 $59K 0.00% $40.73 +14.4%
1370 NUSC NUSHARES ETF TR 1,358.0 $59K 0.00% +407.0 +42.8% $43.56 +14.8%
1371 DIOD DIODES INC Technology 916.0 $59K 0.00% -620.0 -40.4% $64.33 +69.6%
1372 CVCO CAVCO INDS INC DEL Consumer Cyclical 126.0 $59K 0.00% -125.0 -49.8% $466.19 +17.2%
1373 ESS ESSEX PPTY TR INC Real Estate 242.0 $59K 0.00% -92.0 -27.5% $242.61 +14.1%
1374 EXPAND ENERGY CORPORATION 526.0 $59K 0.00% -17.0 -3.1% $111.49
1375 APA APA CORPORATION Energy 1,340.0 $59K 0.00% +34.0 +2.6% $43.74 -16.3%
1376 IWP ISHARES TR 473.0 $58K 0.00% $123.62 +13.8%
1377 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2,788.0 $58K 0.00% +156.0 +5.9% $20.93 +19.8%
1378 UMC UNITED MICROELECTRONICS CORP Technology 6,766.0 $58K 0.00% -69.0 -1.0% $8.61 +158.0%
1379 FOLD AMICUS THERAPEUTIC Healthcare 4,025.0 $58K 0.00% +257.0 +6.8% $14.43 +0.4%
1380 IDCC INTERDIGITAL INC Technology 197.0 $58K 0.00% -470.0 -70.5% $294.70 -14.3%
Page 69 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%