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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 70 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 EMXF ISHARES TR 1,254.0 $58K 0.00% $46.29 +24.4%
1382 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 2,579.0 $58K 0.00% -80.0 -3.0% $22.48 -12.8%
1383 AIR AAR CORP Industrials 561.0 $58K 0.00% -601.0 -51.7% $103.16 +9.4%
1384 POWL POWELL INDS INC Industrials 115.0 $58K 0.00% -83.0 -41.9% $502.56 -41.1%
1385 J P MORGAN EXCHANGE TRADED F 964.0 $58K 0.00% -45.0 -4.5% $59.91
1386 CIBR FIRST TR EXCHANGE-TRADED FD 950.0 $58K 0.00% $60.79 +35.0%
1387 SITM SITIME CORP Technology 185.0 $58K 0.00% -317.0 -63.1% $311.23 +133.3%
1388 DFSI DIMENSIONAL ETF TRUST 1,391.0 $57K 0.00% $41.03 +11.3%
1389 INTERNATIONAL BANCSHARES COR 849.0 $57K 0.00% +531.0 +167.0% $67.11
1390 BLDR BUILDERS FIRSTSOURCE INC Industrials 722.0 $57K 0.00% -149.0 -17.1% $78.85 -1.8%
1391 LRN STRIDE INC Consumer Defensive 675.0 $57K 0.00% -257.0 -27.6% $84.17 +8.1%
1392 BCH BANCO DE CHILE Financial Services 1,590.0 $57K 0.00% -132.0 -7.7% $35.62 +9.0%
1393 CNX CNX RES CORP Energy 1,413.0 $56K 0.00% +603.0 +74.4% $39.98 -15.6%
1394 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 4,393.0 $56K 0.00% +38.0 +0.9% $12.85 +7.7%
1395 BLD TOPBUILD COR Industrials 168.0 $56K 0.00% -38.0 -18.4% $335.39 +24.5%
1396 RDN RADIAN GROUP INC Financial Services 1,696.0 $56K 0.00% -2K -55.5% $33.09 +6.7%
1397 CSL CARLISLE COS INC Industrials 172.0 $56K 0.00% +68.0 +65.4% $325.91 +5.7%
1398 CGIB CAPITAL GRP FIXED INCM ETF T 2,234.0 $56K 0.00% NEW $25.05 +1.1%
1399 CUBI CUSTOMERS BANCORP INC Financial Services 832.0 $56K 0.00% -932.0 -52.8% $67.25 +13.2%
1400 TDIV FIRST TR EXCHANGE TRADED FD 614.0 $56K 0.00% -75.0 -10.9% $90.74 +28.9%
Page 70 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%