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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 127 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 DMAY FIRST TR EXCHNG TRADED FD VI 153.0 $7K $46.89 +2.3%
2522 NGEN NERVGEN PHARMA CORP Healthcare 3,656.0 $7K $1.96 +16.3%
2523 EPM EVOLUTION PETE CORP Energy 1,926.0 $7K $3.72 -2.2%
2524 PBR PETROLEO BRASILEIRO S A Energy 440.0 $7K $16.28 +13.8%
2525 XNCR XENCOR INC Healthcare 458.0 $7K $15.60 +67.0%
2526 NTST NETSTREIT CORP Real Estate 334.0 $7K $21.39 -4.3%
2527 MADISON SQUARE GARDEN ENTMT 88.0 $7K $80.95
2528 GNE GENIE ENERGY LTD Utilities 490.0 $7K $14.48 +2.6%
2529 DLB DOLBY LABORATORIES INC Technology 136.0 $7K $52.12 +18.0%
2530 EWJ ISHARES INC 76.0 $7K $93.21 +2.9%
2531 FVAL FIDELITY COVINGTON TRUST 91.0 $7K $77.69 +6.4%
2532 EMLP FIRST TR EXCHANGE-TRADED FD 161.0 $7K $43.82 +0.3%
2533 ADT ADT INC DEL Industrials 1,085.0 $7K $6.50 +16.0%
2534 IMVT IMMUNOVANT INC Healthcare 183.0 $7K $38.51 +7.0%
2535 LOB LIVE OAK BANCSHARES INC Financial Services 171.0 $7K $41.12 -2.4%
2536 EEM ISHARES TR 104.0 $7K $67.43 -0.4%
2537 ONDS ONDAS INC Technology 872.0 $7K $8.02 -1.5%
2538 BBSI BARRETT BUSINESS SVCS INC Industrials 194.0 $7K $36.00 -4.5%
2539 TNDM TANDEM DIABETES CARE INC Healthcare 440.0 $7K $15.83 +35.4%
2540 BEONE MEDICINES LTD 24.0 $7K $290.00
Page 127 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%