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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 78 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 IEF ISHARES TR 446.0 $42K 0.00% $95.27 -1.0%
1542 NUDM NUSHARES ETF TR 1,213.0 $42K 0.00% $34.87 +14.4%
1543 ARLP ALLIANCE RESOURCE PARTNERS L Energy 1,500.0 $42K 0.00% $28.15 -16.4%
1544 PECO PHILLIPS EDISON & CO INC Real Estate 1,129.0 $42K 0.00% -11.0 -1.0% $37.39 +8.8%
1545 GSBC GREAT SOUTHN BANCORP INC Financial Services 670.0 $42K 0.00% +283.0 +73.1% $62.60 +18.6%
1546 LMUB ISHARES TR 841.0 $42K 0.00% NEW $49.83 +2.4%
1547 VVV VALVOLINE INC Energy 1,257.0 $42K 0.00% +798.0 +173.9% $33.14 +14.9%
1548 TALO TALOS ENERGY INC Energy 2,547.0 $42K 0.00% -3K -51.4% $16.32 -15.6%
1549 FDT FIRST TR EXCH TRD ALPHDX FD 495.0 $42K 0.00% -96.0 -16.2% $83.92 +18.4%
1550 SPRX LISTED FDS TR 1,251.0 $41K 0.00% NEW $33.14 +74.8%
1551 CALM CAL MAINE FOODS INC Consumer Defensive 526.0 $41K 0.00% -550.0 -51.1% $78.66 -1.2%
1552 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 2,502.0 $41K 0.00% $16.50 +24.3%
1553 RLAY RELAY THERAPEUTICS INC Healthcare 4,415.0 $41K 0.00% $9.35 +69.8%
1554 BBIO BRIDGEBIO PHARMA INC Healthcare 595.0 $41K 0.00% -144.0 -19.5% $69.36 -4.5%
1555 IRT INDEPENDENCE RLTY TR INC Real Estate 2,783.0 $41K 0.00% -92.0 -3.2% $14.81 +6.8%
1556 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 366.0 $41K 0.00% -323.0 -46.9% $112.60 +5.8%
1557 ABCB AMERIS BANCORP Financial Services 538.0 $41K 0.00% -3K -82.5% $76.53 +14.5%
1558 ARW ARROW ELECTRS INC Technology 302.0 $41K 0.00% +37.0 +14.0% $136.29 +70.7%
1559 FLR FLUOR CORP Industrials 940.0 $41K 0.00% +302.0 +47.3% $43.78 +22.6%
1560 MYRG MYR GROUP INC Industrials 154.0 $41K 0.00% -273.0 -63.9% $267.10 +72.6%
Page 78 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%