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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 108 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 EVEREST GROUP LTD 43.0 $16K 0.00% $368.26
2142 RDY DR REDDYS LABS LTD Healthcare 1,061.0 $16K 0.00% $14.86 -18.0%
2143 SCHK SCHWAB STRATEGIC TR 440.0 $16K 0.00% $35.80 +3.6%
2144 GCC WISDOMTREE TR 700.0 $16K 0.00% $22.48 +16.3%
2145 PI IMPINJ INC Technology 118.0 $16K 0.00% $133.30 +27.7%
2146 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 1,999.0 $16K 0.00% $7.85 -6.0%
2147 KSS KOHLS CORP Consumer Cyclical 848.0 $16K 0.00% $18.45 -5.2%
2148 KD KYNDRYL HLDGS INC Technology 1,394.0 $16K 0.00% $11.22 +17.6%
2149 JBS N.V. 1,278.0 $16K 0.00% $12.22
2150 ADAMM ADAMAS TRUST INC. 1,651.0 $16K 0.00% $9.44
2151 HZO MARINEMAX INC Consumer Cyclical 422.0 $16K 0.00% $36.92 +41.3%
2152 NWL NEWELL BRANDS INC Consumer Defensive 2,563.0 $16K 0.00% $6.06 +1.8%
2153 NVAX NOVAVAX INC Healthcare 1,659.0 $16K 0.00% $9.36 -1.1%
2154 CVSB MORGAN STANLEY ETF TRUST 305.0 $16K 0.00% $50.86 -0.1%
2155 TIMB TIM S A Communication Services 714.0 $15K 0.00% $21.58 -18.2%
2156 AVIR ATEA PHARMACEUTICALS INC Healthcare 3,325.0 $15K $4.61 +16.2%
2157 ATEN A10 NETWORKS INC Technology 419.0 $15K $36.33 -29.3%
2158 WFRD WEATHERFORD INTL PLC Energy 188.0 $15K $80.92 +15.9%
2159 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 534.0 $15K $28.35 +4.4%
2160 PDP INVESCO EXCHANGE TRADED FD T 101.0 $15K $149.85 -10.7%
Page 108 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%