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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CUK CARNIVAL PLC Consumer Cyclical 16 $382.0 SOLD
42 ASSERTIO HOLDINGS INC 16 $292.0 SOLD
43 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 5 $107.0 SOLD
44 SGMO SANGAMO THERAPEUTICS INC Healthcare 200 $61.0 SOLD
45 IMMUNIC INC 21 $22.0 SOLD
Page 3 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%