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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 80 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 VAL VALARIS LTD Energy 404.0 $40K 0.00% +34.0 +9.2% $98.40 -20.2%
1582 QTEC FIRST TR EXCHANGE-TRADED FD 192.0 $40K 0.00% -20.0 -9.4% $207.03 +61.9%
1583 INDB INDEPENDENT BK CORP MASS Financial Services 539.0 $40K 0.00% -340.0 -38.7% $73.58 +10.2%
1584 CVBF CVB FINL CORP Financial Services 2,073.0 $40K 0.00% -2K -49.9% $19.09 +9.0%
1585 BOKF BOK FINL CORP Financial Services 316.0 $40K 0.00% +220.0 +229.2% $125.17 +4.1%
1586 COKE COCA COLA CONS INC Consumer Defensive 212.0 $39K 0.00% -248.0 -53.9% $185.79 -2.3%
1587 VIOG VANGUARD ADMIRAL FDS INC 327.0 $39K 0.00% $120.25 +22.3%
1588 FV FIRST TR EXCHANGE TRADED FD 670.0 $39K 0.00% $58.62 +24.2%
1589 ARI APOLLO COML REAL ESTATE FIN Real Estate 3,725.0 $39K 0.00% -4K -50.1% $10.54 +2.7%
1590 U UNITY SOFTWARE INC Technology 1,908.0 $39K 0.00% -159.0 -7.7% $20.54 +33.8%
1591 HCMT DIREXION SHARES ETF TRUST 1,112.0 $39K 0.00% NEW $35.20 +20.3%
1592 PRF INVESCO EXCHANGE TRADED FD T 841.0 $39K 0.00% -2K -71.2% $46.54 +15.7%
1593 EUDV PROSHARES TR 783.0 $39K 0.00% $49.93 +5.6%
1594 LYFT LYFT INC Technology 3,087.0 $39K 0.00% $12.65 +12.9%
1595 BKLN INVESCO EXCH TRADED FD TR II 1,913.0 $39K 0.00% +2K +3726.0% $20.31 +0.7%
1596 HRI HERC HLDGS INC Industrials 401.0 $39K 0.00% +69.0 +20.8% $96.87 +60.1%
1597 AGCO AGCO CORP Industrials 344.0 $39K 0.00% +256.0 +290.9% $112.72 +0.8%
1598 ALV AUTOLIV INC Consumer Cyclical 382.0 $39K 0.00% +15.0 +4.1% $100.97 +17.1%
1599 EBND SPDR SERIES TRUST 1,891.0 $39K 0.00% +295.0 +18.5% $20.39 +2.8%
1600 LCII LCI INDS Consumer Cyclical 321.0 $39K 0.00% -348.0 -52.0% $120.07 -23.4%
Page 80 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%