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Portfolio (Quarterly) Guide ↗

Silverleafe Capital Partners, LLC

· CIK 0001535611
13F Portfolio $367M AUM 99 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 35 Added 17 Reduced 14 Exited
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPG SIMON PPTY GROUP INC NEW COM Real Estate 2,400.0 $537K 0.15% $223.65 -4.1%
62 QTUM DEFIANCE QUANTUM ETF 3,227.0 $534K 0.15% $165.40 -10.4%
63 MPC MARATHON PETE CORP COM Energy 2,000.0 $511K 0.14% $255.67 +44.3%
64 CBRE CBRE GROUP INC CL A Real Estate 3,716.0 $501K 0.14% $134.69 +12.0%
65 NKE NIKE INC CL B Consumer Cyclical 12,010.0 $493K 0.13% +5K +71.6% $41.05 -3.5%
66 VNO VORNADO RLTY TR SH BEN INT Real Estate 12,000.0 $472K 0.13% $39.30 -2.8%
67 SPXL DIREXION DAILY S&P 500 BULL 3X ETF 1,742.0 $472K 0.13% $270.67 +7.2%
68 INDA ISHARES MSCI INDIA ETF 9,485.0 $468K 0.13% -196.0 -2.0% $49.39 +0.3%
69 SLB SLB LIMITED COM STK Energy 10,000.0 $465K 0.13% $46.49 +23.3%
70 AMD ADVANCED MICRO DEVICES INC COM Technology 793.0 $461K 0.13% NEW $580.91 -19.9%
71 Q QNITY ELECTRONICS INC COMMON STOCK Technology 2,597.0 $424K 0.12% $163.31 -26.4%
72 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 4,519.0 $414K 0.11% $91.64 +0.0%
73 QLD PROSHARES ULTRA QQQ 4,166.0 $403K 0.11% $96.76 -6.8%
74 UPS UNITED PARCEL SVCS INC CL B Industrials 3,711.0 $399K 0.11% +515.0 +16.1% $107.51 -2.0%
75 CMS CMS ENERGY CORP COM Utilities 5,000.0 $382K 0.10% $76.50 -10.8%
76 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 4,030.0 $362K 0.10% -74.0 -1.8% $89.85 +9.7%
77 CLS CELESTICA INC COM Technology 986.0 $360K 0.10% +183.0 +22.8% $364.80 -18.1%
78 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 3,445.0 $341K 0.09% $98.98 -1.5%
79 UWM PROSHARES ULTRA RUSSELL2000 4,892.0 $329K 0.09% $67.23 -4.1%
80 SLV ISHARES SILVER TRUST Financial Services 6,058.0 $324K 0.09% -865.0 -12.5% $53.47 +12.3%
Page 4 of 5  ·  99 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 32.6%
Technology 28.8%
Industrials 16.1%
Consumer Cyclical 9.4%
Consumer Defensive 6.7%
Utilities 2.6%
Energy 1.2%
Basic Materials 1.1%
Real Estate 1.0%
Healthcare 0.5%