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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 121 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 DCOM DIME COML BANCSHARES INC Financial Services 229.0 $9K $40.49 -0.0%
2402 BB BLACKBERRY LTD Technology 739.0 $9K $12.48 -34.6%
2403 BMRC BANK OF MARIN BANCORP Financial Services 333.0 $9K $27.59 -3.5%
2404 EMLC VANECK ETF TRUST 358.0 $9K $25.59 -0.1%
2405 BZH BEAZER HOMES USA INC Consumer Cyclical 311.0 $9K $29.26 +13.5%
2406 DGII DIGI INTL INC Technology 124.0 $9K $73.23 +3.5%
2407 CMCL CALEDONIA MNG CORP Basic Materials 467.0 $9K $19.43 +31.9%
2408 KODK EASTMAN KODAK CO Industrials 958.0 $9K $9.43 -4.1%
2409 SBSW SIBANYE STILLWATER LTD Basic Materials 1,047.0 $9K $8.62 +40.3%
2410 G GENPACT LIMITED Technology 321.0 $9K $27.85 +36.5%
2411 NBHC NATIONAL BK HLDGS CORP Financial Services 201.0 $9K $44.39 -7.1%
2412 PCY INVESCO EXCH TRADED FD TR II 410.0 $9K $21.74 -3.1%
2413 IBD NORTHERN LTS FD TR IV 373.0 $9K $23.88 -1.4%
2414 BILI BILIBILI INC Technology 526.0 $9K $16.86 -1.5%
2415 SOUTH BOW CORP 247.0 $9K $35.88
2416 QLYS QUALYS INC Technology 69.0 $9K $128.32 +45.8%
2417 PCRX PACIRA BIOSCIENCES INC Healthcare 352.0 $9K $25.09 +2.7%
2418 DATAVAULT AI INC 27,027.0 $9K $0.33
2419 ASTRANA HEALTH INC 195.0 $9K $45.03
2420 INFY INFOSYS LTD Technology 810.0 $9K $10.70 +12.6%
Page 121 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%