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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AAOI APPLIED OPTOELECTRONICS INC COM Technology 3,208.0 $271K 0.08% NEW $84.59 +112.6%
82 CBRE PUT CBRE GROUP INC CL A Real Estate 2,000.0 $271K 0.08% NEW $135.46 -3.9%
83 CPER UNITED STATES COPPER INDEX FUND Financial Services 7,621.0 $262K 0.08% NEW $34.43 +11.8%
84 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 4,104.0 $257K 0.08% -140K -97.1% $62.68 +30.9%
85 IWR ISHARES RUSSELL MIDCAP ETF 2,640.0 $257K 0.08% $97.23 +9.7%
86 QLD PROSHARES ULTRA QQQ 4,166.0 $254K 0.07% -356.0 -7.9% $61.00 +57.7%
87 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,156.0 $249K 0.07% $215.02 +8.4%
88 SSO PROSHARES ULTRA S&P 500 4,744.0 $246K 0.07% -386.0 -7.5% $51.88 +31.8%
89 DD DUPONT DE NEMOURS INC COM Basic Materials 5,195.0 $238K 0.07% $45.80 +4.1%
90 CX CEMEX SA EURO MTN BE 144A SPON ADR NEW Basic Materials 20,067.0 $230K 0.07% $11.44 +15.5%
91 UWM PROSHARES ULTRA RUSSELL2000 4,892.0 $228K 0.07% $46.67 +35.2%
92 CLS CELESTICA INC COM Technology 803.0 $226K 0.07% NEW $281.68 +27.0%
93 CAT CATERPILLAR INC COM Industrials 302.0 $214K 0.06% NEW $708.74 +28.4%
94 META META PLATFORMS INC CL A Communication Services 370.0 $212K 0.06% -1K -77.6% $572.56 +11.0%
95 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 12,320.0 $211K 0.06% NEW $17.11 -2.7%
96 HD HOME DEPOT INC COM Consumer Cyclical 636.0 $209K 0.06% NEW $328.74 -3.3%
97 RHP RYMAN HOSPITALITY PPTYS INC COM Real Estate 2,250.0 $208K 0.06% $92.27 +24.7%
98 AXTI AXT INC COM Technology 3,577.0 $204K 0.06% NEW $56.98 +115.5%
99 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 6,670.0 $202K 0.06% -283.0 -4.1% $30.32 +3.5%
100 GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI Financial Services 16,987.0 $187K 0.06% NEW $11.02 -0.2%
Page 5 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%