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Portfolio (Quarterly) Guide ↗

Smartleaf Asset Management LLC

· CIK 0002010393
13F Portfolio $3.1B AUM 3,465 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 45 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AIR LEASE CORP 112 $7K SOLD
22 FIRST FNDTN INC 1,159 $7K SOLD
23 FFIC FLUSHING FINL CORP Financial Services 397 $6K SOLD
24 DHIL DIAMOND HILL INVT GROUP INC Financial Services 30 $5K SOLD
25 CWAN CLEARWATER ANALYTICS HLDGS I Technology 219 $5K SOLD
26 CSGS CSG SYS INTL INC Technology 63 $5K SOLD
27 THR THERMON GROUP HLDGS INC Industrials 100 $5K SOLD
28 VRE VERIS RESIDENTIAL INC Real Estate 253 $5K SOLD
29 GDEN GOLDEN ENTMT INC Consumer Cyclical 168 $4K SOLD
30 SOLENO THERAPEUTICS INC 112 $3K SOLD
31 BLUE FOUNDRY BANCORP 266 $3K SOLD
32 CTLP CANTALOUPE INC Technology 278 $3K SOLD
33 STKL SUNOPTA INC Consumer Defensive 394 $3K SOLD
34 MCW MISTER CAR WASH INC Consumer Cyclical 351 $2K SOLD
35 KW KENNEDY-WILSON HOLDINGS INC Real Estate 175 $2K SOLD
36 APLS APELLIS PHARMACEUTICALS INC Healthcare 107 $2K SOLD
37 SNCY SUN CTRY AIRLS HLDGS INC Industrials 110 $2K SOLD
38 NUVEEN NEW JERSEY 144 $2K SOLD
39 LNKB LINKBANCORP INC Financial Services 186 $2K SOLD
40 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 14 $554.0 SOLD
Page 2 of 3  ·  45 positions
Sector Allocation
Technology 35.3%
Financial Services 15.0%
Healthcare 10.2%
Industrials 8.9%
Consumer Cyclical 8.6%
Communication Services 6.5%
Consumer Defensive 4.9%
Energy 4.2%
Utilities 2.7%
Basic Materials 2.0%