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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 130 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2581 SENEA SENECA FOODS CORP NEW Consumer Defensive 37.0 $6K $173.05 +15.5%
2582 PAYO PAYONEER GLOBAL INC Technology 903.0 $6K $7.09 +0.3%
2583 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 571.0 $6K $11.19 +7.8%
2584 NUHY NUSHARES ETF TR 296.0 $6K $21.48 -0.9%
2585 LST MANAGED PORTFOLIO SER 137.0 $6K $46.36 +3.6%
2586 CRVL CORVEL CORP Financial Services 103.0 $6K $61.65 +12.3%
2587 CORZ CORE SCIENTIFIC INC NEW Technology 244.0 $6K $25.94 -36.3%
2588 NVCR NOVOCURE LTD Healthcare 408.0 $6K $15.48 +15.1%
2589 CLPR CLIPPER RLTY INC Real Estate 2,257.0 $6K $2.79 +19.0%
2590 JGRO J P MORGAN EXCHANGE TRADED F 65.0 $6K $96.86 -2.7%
2591 TRIP TRIPADVISOR INC Consumer Cyclical 448.0 $6K $14.03 -29.6%
2592 TTI TETRA TECHNOLOGIES INC DEL Energy 550.0 $6K $11.38 -40.2%
2593 USDU WISDOMTREE TR 233.0 $6K $26.74 -1.3%
2594 BRIGHTSTAR LOTTERY PLC 571.0 $6K $10.91
2595 CRGY CRESCENT ENERGY COMPANY Energy 622.0 $6K $10.00 +35.4%
2596 PAGAYA TECHNOLOGIES LTD 373.0 $6K $16.63
2597 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 198.0 $6K $31.32 -15.7%
2598 WABC WESTAMERICA BANCORPORATION Financial Services 106.0 $6K $58.48 -0.7%
2599 GIB CGI INC Technology 97.0 $6K $63.73 +17.3%
2600 BEEM BEAM GLOBAL Energy 5,000.0 $6K $1.23 +19.5%
Page 130 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%