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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 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC COM Healthcare 2,282.0 $496K 0.15% $217.53 -1.0%
62 MPWR MONOLITHIC PWR SYS INC COM Technology 451.0 $493K 0.15% NEW $1093.35 +48.1%
63 MPC MARATHON PETE CORP COM Energy 2,000.0 $488K 0.14% $244.18 +2.3%
64 TSEM TOWER SEMICONDUCTOR LTD SHS NEW Technology 2,776.0 $487K 0.14% NEW $175.48 +58.6%
65 SLV ISHARES SILVER TRUST Financial Services 6,923.0 $472K 0.14% -11K -60.9% $68.14 -0.9%
66 INDA ISHARES MSCI INDIA ETF 9,681.0 $453K 0.13% +4K +75.5% $46.84 +3.6%
67 SPG SIMON PPTY GROUP INC NEW COM Real Estate 2,400.0 $448K 0.13% $186.53 +11.7%
68 QQQM INVESCO NASDAQ 100 ETF 1,870.0 $444K 0.13% -34.0 -1.8% $237.62 +26.2%
69 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 4,519.0 $414K 0.12% $91.64 -0.0%
70 CMS CMS ENERGY CORP COM Utilities 5,000.0 $388K 0.12% $77.58 -4.3%
71 NKE NIKE INC CL B Consumer Cyclical 7,000.0 $370K 0.11% $52.82 -12.8%
72 QTUM DEFIANCE QUANTUM ETF 3,225.0 $346K 0.10% +85.0 +2.7% $107.29 +45.6%
73 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 3,448.0 $342K 0.10% -145K -97.7% $99.28 -0.5%
74 SPXL PUT DIREXION DAILY S&P 500 BULL 3X ETF 1,800.0 $333K 0.10% NEW $184.89 +50.0%
75 GOOS CANADA GOOSE HLDGS INC SHS SUB VTG Consumer Cyclical 30,000.0 $329K 0.10% $10.97 -5.6%
76 SPXL DIREXION DAILY S&P 500 BULL 3X ETF 1,739.0 $321K 0.10% NEW $184.84 +50.1%
77 UPS UNITED PARCEL SVCS INC CL B Industrials 3,196.0 $314K 0.09% NEW $98.38 +5.6%
78 VNO VORNADO RLTY TR SH BEN INT Real Estate 12,000.0 $312K 0.09% $25.99 +26.8%
79 SCI SERVICE CORP INTL COM Consumer Cyclical 3,750.0 $309K 0.09% $82.51 -7.0%
80 Q QNITY ELECTRONICS INC COMMON STOCK Technology 2,597.0 $300K 0.09% NEW $115.38 +38.0%
Page 4 of 6  ·  103 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%