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Portfolio (Quarterly) Guide ↗

Silverleafe Capital Partners, LLC

· CIK 0001535611
13F Portfolio $339M AUM 103 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 19 Added 19 Reduced 31 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MPWR MONOLITHIC PWR SYS INC COM Technology 451.0 $493K 0.15% NEW $1093.35 +52.1%
22 TSEM TOWER SEMICONDUCTOR LTD SHS NEW Technology 2,776.0 $487K 0.14% NEW $175.48 +64.4%
23 SPXL PUT DIREXION DAILY S&P 500 BULL 3X ETF 1,800.0 $333K 0.10% NEW $184.89 +50.6%
24 SPXL DIREXION DAILY S&P 500 BULL 3X ETF 1,739.0 $321K 0.10% NEW $184.84 +50.6%
25 UPS UNITED PARCEL SVCS INC CL B Industrials 3,196.0 $314K 0.09% NEW $98.38 +3.6%
26 Q QNITY ELECTRONICS INC COMMON STOCK Technology 2,597.0 $300K 0.09% NEW $115.38 +42.6%
27 AAOI APPLIED OPTOELECTRONICS INC COM Technology 3,208.0 $271K 0.08% NEW $84.59 +110.0%
28 CBRE PUT CBRE GROUP INC CL A Real Estate 2,000.0 $271K 0.08% NEW $135.46 -4.2%
29 CPER UNITED STATES COPPER INDEX FUND Financial Services 7,621.0 $262K 0.08% NEW $34.43 +13.4%
30 CLS CELESTICA INC COM Technology 803.0 $226K 0.07% NEW $281.68 +31.7%
31 CAT CATERPILLAR INC COM Industrials 302.0 $214K 0.06% NEW $708.74 +28.2%
32 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 12,320.0 $211K 0.06% NEW $17.11 -2.6%
33 HD HOME DEPOT INC COM Consumer Cyclical 636.0 $209K 0.06% NEW $328.74 -5.5%
34 AXTI AXT INC COM Technology 3,577.0 $204K 0.06% NEW $56.98 +132.7%
35 GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI Financial Services 16,987.0 $187K 0.06% NEW $11.02 -0.1%
36 GS PUT GOLDMAN SACHS GROUP INC COM Financial Services 200.0 $169K 0.05% NEW $845.99 +17.6%
Page 2 of 2  ·  36 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
Financial Services 29.1%
Technology 20.7%
Industrials 18.3%
Consumer Defensive 14.3%
Consumer Cyclical 9.8%
Utilities 2.0%
Communication Services 1.9%
Energy 1.4%
Basic Materials 1.2%
Real Estate 0.9%