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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 129 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2561 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 254.0 $7K $26.30 +28.7%
2562 DJUL FIRST TR EXCHNG TRADED FD VI 133.0 $7K $50.08 +2.4%
2563 IPGP IPG PHOTONICS CORP Technology 60.0 $7K $110.88 -31.0%
2564 LCID LUCID GROUP INC Consumer Cyclical 1,022.0 $7K $6.51 -23.0%
2565 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 76.0 $7K $87.42 -19.2%
2566 EWTX EDGEWISE THERAPEUTICS INC Healthcare 162.0 $7K $40.92 +4.5%
2567 INSP INSPIRE MED SYS INC Healthcare 147.0 $7K $44.98 +36.6%
2568 TPB TURNING PT BRANDS INC Consumer Defensive 78.0 $7K $84.56 -0.7%
2569 J P MORGAN EXCHANGE TRADED F 110.0 $7K $59.95
2570 QCRH QCR HLDGS INC Financial Services 68.0 $7K $96.65 +4.1%
2571 BGS B & G FOODS INC Consumer Defensive 1,599.0 $7K $4.11 -14.4%
2572 ASC ARDMORE SHIPPING CORP Industrials 455.0 $7K $14.41 +20.5%
2573 AMAL AMALGAMATED FINANCIAL CORP Financial Services 139.0 $6K $46.68 +4.3%
2574 MANAGED PORTFOLIO SER 249.0 $6K $25.97
2575 JCPB J P MORGAN EXCHANGE TRADED F 137.0 $6K $47.11 -1.8%
2576 TRMD TORM PLC Energy 245.0 $6K $26.31 +24.0%
2577 EWC ISHARES INC 112.0 $6K $57.49 +7.4%
2578 YALA YALLA GROUP LTD Technology 1,145.0 $6K $5.62 -2.0%
2579 FLBL FRANKLIN TEMPLETON ETF TR 281.0 $6K $22.88 +1.3%
2580 WKC WORLD KINECT CORPORATION Energy 191.0 $6K $33.60 +5.5%
Page 129 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%