BullishAgent BullishAgent
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 87 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 SPTI SPDR SERIES TRUST 1,093.0 $31K 0.00% +1K +1924.1% $28.61 -1.0%
1722 NUBD NUSHARES ETF TR 1,409.0 $31K 0.00% NEW $22.16 -0.2%
1723 IG PRINCIPAL EXCHANGE TRADED FD 1,523.0 $31K 0.00% $20.50 +0.7%
1724 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 345.0 $31K 0.00% +64.0 +22.8% $90.34 -14.9%
1725 WSBC WESBANCO INC Financial Services 924.0 $31K 0.00% +121.0 +15.1% $33.73 +7.6%
1726 BNL BROADSTONE NET LEASE INC Real Estate 1,675.0 $31K 0.00% +415.0 +32.9% $18.58 +10.8%
1727 BEN FRANKLIN RESOURCES INC Financial Services 1,346.0 $31K 0.00% -126.0 -8.6% $22.91 +44.3%
1728 APLE APPLE HOSPITALITY REIT INC Real Estate 2,665.0 $31K 0.00% -2K -46.4% $11.51 +44.1%
1729 IYE ISHARES TR 468.0 $31K 0.00% $65.50 -13.3%
1730 GFF GRIFFON CORP Industrials 434.0 $31K 0.00% -678.0 -61.0% $70.53 +29.2%
1731 UE URBAN EDGE PPTYS Real Estate 1,523.0 $31K 0.00% -380.0 -20.0% $20.05 +11.0%
1732 ITUB ITAU UNIBANCO HLDG S A Financial Services 3,878.0 $31K 0.00% -377.0 -8.9% $7.87 -1.0%
1733 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 1,239.0 $31K 0.00% -2K -65.0% $24.63 -31.9%
1734 VPL VANGUARD INTL EQUITY INDEX F 323.0 $30K 0.00% -121.0 -27.2% $94.41 +27.5%
1735 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 656.0 $30K 0.00% -467.0 -41.6% $46.43 -15.7%
1736 FRME FIRST MERCHANTS CORP Financial Services 798.0 $30K 0.00% $38.15 +6.7%
1737 CCS CENTURY COMMUNITIES INC Consumer Cyclical 546.0 $30K 0.00% -437.0 -44.5% $55.57 +13.8%
1738 ELPC COMPANHIA PARANAENSE DE ENER Utilities 2,653.0 $30K 0.00% $11.43 -1.0%
1739 SHAK SHAKE SHACK INC Consumer Cyclical 361.0 $30K 0.00% -647.0 -64.2% $83.53 -29.3%
1740 AGI ALAMOS GOLD INC Basic Materials 722.0 $30K 0.00% $41.75 -13.0%
Page 87 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%