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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 71 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 SKT TANGER INC Real Estate 1,631.0 $55K 0.00% -2K -53.1% $34.02 +5.7%
1402 NTES NETEASE COM INC Technology 502.0 $55K 0.00% -34.0 -6.3% $110.03 +12.6%
1403 SR SPIRE INC Utilities 603.0 $55K 0.00% +84.0 +16.2% $91.40 -6.3%
1404 RWO SPDR INDEX SHS FDS 1,221.0 $55K 0.00% +203.0 +19.9% $45.12 +10.2%
1405 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 2,310.0 $55K 0.00% +95.0 +4.3% $23.78 +3.1%
1406 BOTZ GLOBAL X FDS 1,716.0 $55K 0.00% +818.0 +91.1% $31.99 +25.3%
1407 HAFN HAFNIA LTD Industrials 7,336.0 $55K 0.00% -2K -17.5% $7.47 +7.8%
1408 SOFI SOFI TECHNOLOGIES INC Financial Services 3,611.0 $55K 0.00% $15.15 +6.7%
1409 ZTO ZTO EXPRESS CAYMAN INC Industrials 2,246.0 $55K 0.00% +31.0 +1.4% $24.31 -6.6%
1410 PVH PVH CORPORATION Consumer Cyclical 818.0 $54K 0.00% -563.0 -40.8% $66.56 +44.5%
1411 IDA IDACORP INC Utilities 383.0 $54K 0.00% -78.0 -16.9% $142.12 +1.1%
1412 FTSM FIRST TR EXCHANGE-TRADED FD 906.0 $54K 0.00% +682.0 +304.5% $59.94 +0.0%
1413 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 25,975.0 $54K 0.00% $2.09 +1.4%
1414 DLTR DOLLAR TREE INC Consumer Defensive 508.0 $54K 0.00% +61.0 +13.7% $105.74 -9.3%
1415 FRPT FRESHPET INC Consumer Defensive 948.0 $54K 0.00% +66.0 +7.5% $56.62 -7.6%
1416 BRO BROWN & BROWN INC Financial Services 821.0 $54K 0.00% +100.0 +13.9% $65.26 -12.9%
1417 TXNM ENERGY INC 913.0 $54K 0.00% -349.0 -27.6% $58.64
1418 THOMSON REUTERS CORP 587.0 $53K 0.00% -175.0 -23.0% $91.10
1419 SH PROSHARES TR 1,370.0 $53K 0.00% NEW $39.03 -15.2%
1420 FUL FULLER H B CO Basic Materials 897.0 $53K 0.00% -1K -57.1% $59.44 +4.2%
Page 71 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%