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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 119 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 PZA INVESCO EXCH TRADED FD TR II 430.0 $10K $23.53 -3.7%
2362 PK PARK HOTELS & RESORTS INC Real Estate 689.0 $10K $14.53 +8.9%
2363 IEZ ISHARES TR 371.0 $10K $26.98 +10.9%
2364 DFTX DEFINIUM THERAPEUTICS INC Healthcare 215.0 $10K $46.55 -12.0%
2365 ROCK GIBRALTAR INDS INC Industrials 224.0 $10K $44.66 +1.4%
2366 AVPT AVEPOINT INC Technology 902.0 $10K $11.07 +26.5%
2367 PGX INVESCO EXCH TRADED FD TR II 917.0 $10K $10.87 -2.5%
2368 IXJ ISHARES TR 100.0 $10K $99.50 +5.3%
2369 STEL STELLAR BANCORP INC Financial Services 253.0 $10K $39.31 +0.0%
2370 PB PROSPERITY BANCSHARES INC Financial Services 135.0 $10K $73.52 -1.7%
2371 PRDO PERDOCEO ED CORP Consumer Defensive 308.0 $10K $32.19 +4.3%
2372 WGO WINNEBAGO INDS INC Consumer Cyclical 314.0 $10K $31.52 -2.9%
2373 APLD APPLIED DIGITAL CORP Technology 262.0 $10K $37.77 -32.9%
2374 EOI EATON VANCE ENHANCED EQUITY Financial Services 509.0 $10K $19.38 +4.3%
2375 BBAX J P MORGAN EXCHANGE TRADED F 164.0 $10K $60.01 +8.0%
2376 SYBT STOCK YDS BANCORP INC Financial Services 130.0 $10K $75.68 +5.5%
2377 LW LAMB WESTON HLDGS INC Consumer Defensive 223.0 $10K $44.11 +24.6%
2378 CRON CRONOS GROUP INC Healthcare 3,436.0 $10K $2.85 +18.6%
2379 BRKR BRUKER CORP Healthcare 164.0 $10K $59.71 -4.4%
2380 GRPM INVESCO EXCHANGE TRADED FD T 75.0 $10K $130.39 +11.8%
Page 119 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%