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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 122 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 SIL GLOBAL X FDS 112.0 $9K $77.41 +28.1%
2422 HFXI NEW YORK LIFE INVESTMENTS ET 229.0 $9K $37.85 +0.8%
2423 FS SPECIALTY LENDING FD 773.0 $9K $11.20
2424 AMRC AMERESCO INC Industrials 324.0 $9K $26.57 -17.2%
2425 SAIC SCIENCE APPLICATIONS INTL CO Technology 76.0 $9K $112.96 +11.5%
2426 SMBK SMARTFINANCIAL INC Financial Services 182.0 $9K $47.14 +7.8%
2427 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 272.0 $9K $31.46 -12.6%
2428 OMCL OMNICELL COM Healthcare 209.0 $9K $40.92 -19.2%
2429 RCI ROGERS COMMUNICATIONS INC Communication Services 251.0 $9K $34.05 +7.5%
2430 DOX AMDOCS LTD Technology 166.0 $9K $51.45 +22.3%
2431 TMP TOMPKINS FINL CORP Financial Services 91.0 $9K $93.63 +4.5%
2432 FDP DEL MONTE CORP Consumer Defensive 298.0 $9K $28.59 +2.2%
2433 RLGT RADIANT LOGISTICS INC Industrials 908.0 $9K $9.38 -7.0%
2434 WWJD NORTHERN LTS FD TR IV 223.0 $8K $38.06 +8.0%
2435 INVH INVITATION HOMES INC Real Estate 277.0 $8K $30.59 -4.4%
2436 PURSUIT ATTRACTIONS AND HOSP 155.0 $8K $54.60
2437 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 1,500.0 $8K $5.61 -6.6%
2438 FRI FIRST TR EXCHANGE-TRADED FD 261.0 $8K $32.19 -1.7%
2439 ALNT ALLIENT INC Technology 84.0 $8K $99.79 -6.9%
2440 OXM OXFORD INDS INC Consumer Cyclical 240.0 $8K $34.68 +10.5%
Page 122 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%