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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 124 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 EEFT EURONET WORLDWIDE INC Technology 109.0 $8K $72.35 -3.3%
2462 HTHT H WORLD GROUP LTD Consumer Cyclical 182.0 $8K $43.27 +10.5%
2463 INTR INTER & CO INC Financial Services 1,463.0 $8K $5.38 -0.0%
2464 GOOD GLADSTONE COMMERCIAL CORP Real Estate 632.0 $8K $12.41 +4.8%
2465 QTWO Q2 HLDGS INC Technology 166.0 $8K $47.16 +38.1%
2466 BCI ABRDN ETFS 353.0 $8K $22.16 +14.8%
2467 FLNC FLUENCE ENERGY INC Utilities 408.0 $8K $19.15 -43.2%
2468 NIO NIO INC Consumer Cyclical 1,576.0 $8K $4.95 -11.7%
2469 SGMT SAGIMET BIOSCIENCES INC Healthcare 1,000.0 $8K $7.79 +35.4%
2470 IDU ISHARES TR 67.0 $8K $116.25 -6.5%
2471 MISL FIRST TR EXCHANGE-TRADED FD 173.0 $8K $44.97 -0.7%
2472 MLR MILLER INDS INC TENN Consumer Cyclical 148.0 $8K $52.38 +8.3%
2473 MCB METROPOLITAN BK HLDG CORP Financial Services 78.0 $8K $99.35 -7.6%
2474 IAC PEOPLE INC Technology 167.0 $8K $46.37 -0.5%
2475 OI O-I GLASS INC Consumer Cyclical 807.0 $8K $9.59 -22.9%
2476 YETI YETI HLDGS INC Consumer Cyclical 154.0 $8K $50.24 -17.3%
2477 LILA LIBERTY LATIN AMERICA LTD 1,000.0 $8K $7.73
2478 HAMILTON INSURANCE GROUP LTD 226.0 $8K $34.13
2479 DJCO DAILY JOURNAL CORP Technology 13.0 $8K $593.15 +5.1%
2480 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 198.0 $8K $38.94 -2.9%
Page 124 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%