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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 103 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 FRSH FRESHWORKS INC Technology 1,846.0 $19K 0.00% $10.21 +35.7%
2042 JMEE J P MORGAN EXCHANGE TRADED F 243.0 $19K 0.00% $77.47 -1.5%
2043 WRLD WORLD ACCEP CORPORATION Financial Services 84.0 $19K 0.00% $223.71 -17.9%
2044 CQQQ INVESCO EXCH TRADED FD TR II 339.0 $19K 0.00% $55.41 -11.2%
2045 FEX FIRST TR EXCHANGE-TRADED ALP 135.0 $19K 0.00% $139.10 -1.2%
2046 GAMESTOP CORP 851.0 $19K 0.00% $22.03
2047 CELH CELSIUS HLDGS INC Consumer Defensive 628.0 $19K 0.00% $29.83 +6.5%
2048 ETH GRAYSCALE ETHEREUM STAKING Financial Services 1,210.0 $19K 0.00% $15.45 +52.3%
2049 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 1,153.0 $19K 0.00% $16.20 -2.1%
2050 BCHT BIRCHTECH CORP Industrials 9,091.0 $19K 0.00% $2.05 -41.0%
2051 SRRK SCHOLAR ROCK HLDG CORP Healthcare 339.0 $19K 0.00% $54.96 +3.0%
2052 TMFG RBB FD INC 607.0 $19K 0.00% $30.59 +2.5%
2053 AMR ALPHA METALLURGICAL RESOUR I Energy 113.0 $19K 0.00% $164.27 +42.7%
2054 CPRX CATALYST PHARMACEUTICALS INC Healthcare 589.0 $19K 0.00% $31.46 +0.1%
2055 DEI DOUGLAS EMMETT INC Real Estate 1,563.0 $18K 0.00% $11.82 -2.6%
2056 SKY CHAMPION HOMES INC Consumer Cyclical 211.0 $18K 0.00% $87.43 +2.1%
2057 HII HUNTINGTON INGALLS INDS INC Industrials 66.0 $18K 0.00% $279.42 +4.4%
2058 GRND GRINDR INC Technology 1,277.0 $18K 0.00% $14.44 +6.3%
2059 GPIX GOLDMAN SACHS ETF TR 334.0 $18K 0.00% $55.19 +1.7%
2060 RDVT RED VIOLET INC Technology 295.0 $18K 0.00% $62.46 +16.4%
Page 103 of 174  ·  3,465 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
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%