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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 105 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 GTY GETTY RLTY CORP NEW Real Estate 522.0 $18K 0.00% $33.64 -2.9%
2082 GQRE FLEXSHARES TR 271.0 $18K 0.00% $64.72 -2.5%
2083 GRID FIRST TR EXCHANGE-TRADED FD 93.0 $18K 0.00% $188.35 -5.3%
2084 YELP YELP INC Communication Services 709.0 $17K 0.00% $24.63 -7.9%
2085 CHEF CHEFS WHSE INC Consumer Defensive 183.0 $17K 0.00% $95.29 +18.8%
2086 TIPX SPDR SERIES TRUST 918.0 $17K 0.00% $18.96 -2.0%
2087 BIDU BAIDU INC Communication Services 155.0 $17K 0.00% $112.18 -13.8%
2088 FTXO FIRST TR EXCHANGE TRADED FD 417.0 $17K 0.00% $41.60 -0.1%
2089 IWS ISHARES TR 105.0 $17K 0.00% $164.93 +3.0%
2090 ALLW SSGA ACTIVE TR 590.0 $17K 0.00% $29.31 +2.5%
2091 FLCH FRANKLIN TEMPLETON ETF TR 850.0 $17K 0.00% $20.34 +7.3%
2092 FLUTTER ENTMT PLC 166.0 $17K 0.00% $104.12
2093 RITM RITHM CAPITAL CORP Real Estate 1,828.0 $17K 0.00% $9.42 +7.2%
2094 VESTA REAL ESTATE CORP 503.0 $17K 0.00% $34.17
2095 BBJP J P MORGAN EXCHANGE TRADED F 228.0 $17K 0.00% $75.25 +3.2%
2096 FSM FORTUNA MNG CORP Basic Materials 2,046.0 $17K 0.00% $8.37 +43.2%
2097 FRO FRONTLINE PLC Energy 481.0 $17K 0.00% $35.44 +23.5%
2098 HYZD WISDOMTREE TR 758.0 $17K 0.00% $22.46 +0.8%
2099 LENNAR CORP 190.0 $17K 0.00% $89.36
2100 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 1,215.0 $17K 0.00% $13.97 -11.6%
Page 105 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%