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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 118 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 EPOL ISHARES TR 273.0 $11K $38.48 +13.0%
2342 CUBE CUBESMART Real Estate 257.0 $10K $40.70 -1.7%
2343 NTLA INTELLIA THERAPEUTICS INC Healthcare 627.0 $10K $16.61 -22.5%
2344 NE NOBLE CORP PLC Energy 273.0 $10K $38.12 +20.0%
2345 ANDE ANDERSONS INC Consumer Defensive 151.0 $10K $68.78 -6.1%
2346 DFH DREAM FINDERS HOMES INC Consumer Cyclical 596.0 $10K $17.40 -15.2%
2347 CWT CALIFORNIA WTR SVC GROUP Utilities 212.0 $10K $48.91 +3.2%
2348 HNRG HALLADOR ENERGY COMPANY Energy 612.0 $10K $16.93 -4.1%
2349 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 1,254.0 $10K $8.25 +3.1%
2350 LVHI LEGG MASON ETF INVT 254.0 $10K $40.71 +5.3%
2351 TMFM RBB FD INC 481.0 $10K $21.43 +9.5%
2352 PFBC PREFERRED BK LOS ANGELES CA Financial Services 98.0 $10K $105.12 -1.5%
2353 LQDA LIQUIDIA CORPORATION Healthcare 137.0 $10K $75.12 -9.9%
2354 BL BLACKLINE INC Technology 367.0 $10K $28.00 +17.8%
2355 IMKTA INGLES MKTS INC Consumer Defensive 116.0 $10K $88.37 -7.1%
2356 EPS WISDOMTREE TR 132.0 $10K $77.63 +4.3%
2357 SNDR SCHNEIDER NATIONAL INC Industrials 278.0 $10K $36.84 -6.5%
2358 CMB.TECH NV 727.0 $10K $14.08
2359 CHDN CHURCHILL DOWNS INC Consumer Cyclical 112.0 $10K $90.87 -1.1%
2360 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 1,083.0 $10K $9.38 +23.9%
Page 118 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%