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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC COM Technology 62,153.0 $15.8M 4.66% -574.0 -0.9% $253.79 +21.5%
2 IAU ISHARES GOLD TRUST Financial Services 115,882.0 $10.2M 3.02% -8K -6.5% $88.16 -3.8%
3 SOXX ISHARES SEMICONDUCTOR ETF 23,695.0 $7.8M 2.30% -370.0 -1.5% $328.66 +73.5%
4 WMT WALMART INC COM Consumer Defensive 33,405.0 $4.2M 1.23% -7K -16.6% $124.28 -3.2%
5 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 64,530.0 $3.0M 0.89% -118K -64.7% $46.67 +39.7%
6 MSFT MICROSOFT CORP COM Technology 7,875.0 $2.9M 0.86% -696.0 -8.1% $370.15 +12.4%
7 IBIT ISHARES BITCOIN TRUST ETF Financial Services 49,261.0 $1.9M 0.56% -84K -63.1% $38.42 +11.9%
8 AMZN AMAZON COM INC COM Consumer Cyclical 5,000.0 $1.0M 0.31% -35.0 -0.7% $208.27 +27.4%
9 PWR QUANTA SVCS INC COM Industrials 1,617.0 $888K 0.26% -26.0 -1.6% $549.02 +35.2%
10 TSLA TESLA INC COM Consumer Cyclical 1,467.0 $546K 0.16% -2K -52.7% $371.88 +16.6%
11 SLV ISHARES SILVER TRUST Financial Services 6,923.0 $472K 0.14% -11K -60.9% $68.14 +2.3%
12 QQQM INVESCO NASDAQ 100 ETF 1,870.0 $444K 0.13% -34.0 -1.8% $237.62 +26.5%
13 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 3,448.0 $342K 0.10% -145K -97.7% $99.28 -0.6%
14 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 4,104.0 $257K 0.08% -140K -97.1% $62.68 +34.8%
15 QLD PROSHARES ULTRA QQQ 4,166.0 $254K 0.07% -356.0 -7.9% $61.00 +58.0%
16 SSO PROSHARES ULTRA S&P 500 4,744.0 $246K 0.07% -386.0 -7.5% $51.88 +31.8%
17 META META PLATFORMS INC CL A Communication Services 370.0 $212K 0.06% -1K -77.6% $572.56 +6.9%
18 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 6,670.0 $202K 0.06% -283.0 -4.1% $30.32 +3.4%
19 GS GOLDMAN SACHS GROUP INC COM Financial Services 217.0 $184K 0.05% -1K -82.6% $846.25 +17.5%

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%