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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 134 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2661 CAAP CORPORACION AMER ARPTS S A Industrials 206.0 $5K $25.75 -6.4%
2662 AXIA ENERGIA SA 492.0 $5K $10.74
2663 PETROLEO BRASILEIRO S A 356.0 $5K $14.74
2664 XHR XENIA HOTELS & RESORTS INC Real Estate 254.0 $5K $20.63 -5.7%
2665 SDCI USCF ETF TR 200.0 $5K $26.13 +15.1%
2666 LBRDK LIBERTY BROADBAND CORP Communication Services 152.0 $5K $34.25 +5.2%
2667 VERA VERA THERAPEUTICS INC Healthcare 120.0 $5K $43.15 -20.8%
2668 VSEC VSE CORP Industrials 23.0 $5K $224.22 -3.7%
2669 KIE SPDR SERIES TRUST 84.0 $5K $61.39 +4.1%
2670 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 359.0 $5K $14.33 +1.9%
2671 MQ MARQETA INC Technology 1,227.0 $5K $4.18 +294.0%
2672 GCT GIGACLOUD TECHNOLOGY INC Technology 158.0 $5K $32.41 +63.4%
2673 DUOL DUOLINGO INC Technology 44.0 $5K $116.02 +26.7%
2674 INFU INFUSYSTEM HLDGS INC Healthcare 516.0 $5K $9.88 +21.9%
2675 PRK PARK NATL CORP Financial Services 28.0 $5K $182.00 +8.9%
2676 FCN FTI CONSULTING INC Industrials 34.0 $5K $149.29 +3.0%
2677 HROW HARROW INC Healthcare 123.0 $5K $41.15 -9.4%
2678 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 1,941.0 $5K $2.60 +15.0%
2679 PRLB PROTO LABS INC Industrials 63.0 $5K $79.79 -0.1%
2680 STOK STOKE THERAPEUTICS INC Healthcare 155.0 $5K $32.39 -2.4%
Page 134 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%