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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 140 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 OSBC OLD SECOND BANCORP INC DEL Financial Services 159.0 $4K $23.21 +8.8%
2782 GFL GFL ENVIRONMENTAL INC Industrials 100.0 $4K $36.83 +16.3%
2783 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 102.0 $4K $35.98 -29.5%
2784 TNC TENNANT CO Industrials 42.0 $4K $87.24 -20.2%
2785 DGRS WISDOMTREE TR 62.0 $4K $59.05 +1.1%
2786 NUS NU SKIN ENTERPRISES INC Consumer Defensive 693.0 $4K $5.27 -8.0%
2787 HYS PIMCO ETF TR 39.0 $4K $93.51 -0.6%
2788 NFBK NORTHFIELD BANCORP INC DEL Financial Services 249.0 $4K $14.64 +4.6%
2789 INDA ISHARES TR 74.0 $4K $49.18 +0.8%
2790 AMPX AMPRIUS TECHNOLOGIES INC Industrials 269.0 $4K $13.52 -26.9%
2791 OPY OPPENHEIMER HLDGS INC Financial Services 34.0 $4K $106.62 +11.6%
2792 FITE SPDR SERIES TRUST 33.0 $4K $109.06 +2.2%
2793 CLOU GLOBAL X FDS 160.0 $4K $22.48 +28.3%
2794 XPRO EXPRO GROUP HOLDINGS NV Energy 252.0 $4K $14.24 +23.7%
2795 STAA STAAR SURGICAL CO Healthcare 122.0 $4K $29.33 -24.6%
2796 TFSL TFS FINL CORP Financial Services 203.0 $4K $17.53 -0.0%
2797 ITRN ITURAN LOCATION AND CONTROL Technology 57.0 $4K $62.23 -18.4%
2798 XPEV XPENG INC Consumer Cyclical 277.0 $4K $12.80 -9.9%
2799 RYZ RYERSON HLDG CORP Consumer Defensive 140.0 $4K $25.31 +0.1%
2800 NSA NATIONAL STORAGE AFFILIATES Real Estate 78.0 $4K $45.35 -4.3%
Page 140 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%