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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 14 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APG API GROUP CORP Industrials 47,609.0 $2.0M 0.06% $41.01 +0.6%
262 ECL ECOLAB INC Basic Materials 6,912.0 $1.9M 0.06% $278.61 +2.6%
263 CDNS CADENCE DESIGN SYSTEM INC Technology 5,163.0 $1.9M 0.06% $372.79 -6.8%
264 VLU SPDR SERIES TRUST 8,053.0 $1.9M 0.06% $238.25 +4.1%
265 VTWO VANGUARD SCOTTSDALE FDS 15,836.0 $1.9M 0.06% $120.86 +0.3%
266 ENB ENBRIDGE INC Energy 34,538.0 $1.9M 0.06% $55.40 -9.9%
267 CME CME GROUP INC Financial Services 8,751.0 $1.9M 0.06% $218.60 +28.5%
268 USB US BANCORP Financial Services 31,191.0 $1.9M 0.06% $61.28 +1.8%
269 EES WISDOMTREE TR 28,163.0 $1.9M 0.06% $67.57 +1.5%
270 IWF ISHARES TR 15,472.0 $1.9M 0.06% $121.98 +1.6%
271 MDT MEDTRONIC PLC Healthcare 23,270.0 $1.9M 0.06% $80.93 +11.2%
272 DHR DANAHER CORP DEL Healthcare 9,768.0 $1.9M 0.06% $192.79 +11.9%
273 DGCB DIMENSIONAL ETF TRUST 34,290.0 $1.9M 0.06% $54.82 -2.7%
274 WELL WELLTOWER INC Real Estate 8,160.0 $1.9M 0.06% $227.74 +5.2%
275 QHY WISDOMTREE TR 40,485.0 $1.9M 0.06% $45.84 -0.2%
276 UBER UBER TECHNOLOGIES INC Technology 24,413.0 $1.8M 0.06% $75.50 +1.9%
277 SCHX SCHWAB STRATEGIC TR 62,801.0 $1.8M 0.06% $29.21 +4.1%
278 CSX CSX CORP Industrials 38,020.0 $1.8M 0.06% $48.01 +7.4%
279 PULS PGIM ETF TR 36,647.0 $1.8M 0.06% $49.71 -0.0%
280 SCHB SCHWAB STRATEGIC TR 62,775.0 $1.8M 0.06% $28.73 +3.8%
Page 14 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%