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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 94 of 176  ·  3,510 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 VNOM VIPER ENERGY INC Energy 499.0 $23K 0.00% -101.0 -16.8% $46.71 -7.5%
1862 IRTC IRHYTHM HOLDINGS INC Healthcare 204.0 $23K 0.00% -119.0 -36.8% $114.21 -8.4%
1863 AQN ALGONQUIN POWER & UTILITIES Utilities 3,779.0 $23K 0.00% -80.0 -2.1% $6.16 -4.4%
1864 ETH GRAYSCALE ETHEREUM STAKING Financial Services 1,210.0 $23K 0.00% $19.17 -15.4%
1865 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 314.0 $23K 0.00% -156.0 -33.2% $73.65 +14.0%
1866 CORT CORCEPT THERAPEUTICS INC Healthcare 606.0 $23K 0.00% -2K -73.0% $38.12 +109.6%
1867 FBNC FIRST BANCORP N C Financial Services 414.0 $23K 0.00% -139.0 -25.1% $55.70 +9.1%
1868 AGNC AGNC INVT CORP Real Estate 2,342.0 $23K 0.00% -4K -63.5% $9.84 +5.5%
1869 CGAU CENTERRA GOLD INC Basic Materials 1,378.0 $23K 0.00% -7.0 -0.5% $16.69 -0.7%
1870 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 449.0 $23K 0.00% -804.0 -64.2% $51.16 +17.5%
1871 NOVT NOVANTA INC Technology 203.0 $23K 0.00% +49.0 +31.8% $113.09 +37.3%
1872 MARA MARA HOLDINGS INC Financial Services 2,945.0 $23K 0.00% -3K -48.3% $7.79 +82.4%
1873 IVOG VANGUARD ADMIRAL FDS INC 189.0 $23K 0.00% +56.0 +42.1% $120.91 +19.2%
1874 PAAS PAN AMERN SILVER CORP Basic Materials 446.0 $23K 0.00% -32.0 -6.7% $51.16 -4.2%
1875 AKAM AKAMAI TECHNOLOGIES INC Technology 207.0 $23K 0.00% -17.0 -7.6% $110.22 +13.3%
1876 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 309.0 $23K 0.00% $73.73 -28.1%
1877 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 364.0 $23K 0.00% -96.0 -20.9% $62.52 -0.5%
1878 PNW PINNACLE WEST CAP CORP Utilities 226.0 $23K 0.00% +3.0 +1.4% $100.66 +1.6%
1879 ENR ENERGIZER HLDGS INC Industrials 1,345.0 $23K 0.00% -192.0 -12.5% $16.88 +27.5%
1880 LIBERTY LIVE HOLDINGS INC 252.0 $23K 0.00% -23.0 -8.4% $90.04
Page 94 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%