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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 136 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 LMB LIMBACH HLDGS INC Industrials 60.0 $5K $78.85 -47.6%
2702 AVO MISSION PRODUCE INC Consumer Defensive 391.0 $5K $12.06 +5.9%
2703 GOGO GOGO INC Communication Services 1,525.0 $5K $3.09 -12.0%
2704 EVV EATON VANCE LIMITED DURATION Financial Services 500.0 $5K $9.34 -2.4%
2705 BDN BRANDYWINE RLTY TR Real Estate 1,437.0 $5K $3.24 -5.6%
2706 FBCG FIDELITY COVINGTON TRUST 76.0 $5K $61.22 +1.0%
2707 QUS SPDR SERIES TRUST 25.0 $5K $186.08 +5.0%
2708 FNDC SCHWAB STRATEGIC TR 95.0 $5K $48.59 +5.7%
2709 CMDY ISHARES U S ETF TR 84.0 $5K $54.82 +14.4%
2710 ULCC FRONTIER GROUP HLDGS INC Industrials 614.0 $5K $7.50 -22.1%
2711 SFL SFL CORPORATION LTD Industrials 444.0 $5K $10.36 +19.4%
2712 DTD WISDOMTREE TR 49.0 $5K $93.37 +3.8%
2713 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 131.0 $5K $34.88 +28.4%
2714 RDDT REDDIT INC Communication Services 26.0 $5K $174.38 -12.3%
2715 NRGV ENERGY VAULT HOLDINGS INC Utilities 1,000.0 $4K $4.50 -21.3%
2716 ENPH ENPHASE ENERGY INC Energy 93.0 $4K $48.34 -22.9%
2717 BWZ SPDR SERIES TRUST 168.0 $4K $26.76 +1.8%
2718 EMBJ EMBRAER S.A. Industrials 72.0 $4K $62.15 +16.7%
2719 ESNT ESSENT GROUP LTD Financial Services 69.0 $4K $64.83 +6.3%
2720 CACC CREDIT ACCEP CORP MICH Financial Services 7.0 $4K $638.29 -6.8%
Page 136 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%