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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 143 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 REPOSITRAK INC 336.0 $3K $9.21
2842 LIFECORE BIOMEDICAL INC 620.0 $3K $4.96
2843 CCOI COGENT COMM HOLDINGS INC Communication Services 234.0 $3K $13.14 -27.9%
2844 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 380.0 $3K $8.01 -18.5%
2845 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 68.0 $3K $44.71 +9.4%
2846 SOUN SOUNDHOUND AI INC Technology 470.0 $3K $6.40 +11.1%
2847 EEMS ISHARES INC 40.0 $3K $75.12 +1.9%
2848 BGRN ISHARES TR 63.0 $3K $47.63 -1.5%
2849 CCOR LISTED FDS TR 118.0 $3K $25.43 +4.0%
2850 CHRD CHORD ENERGY CORPORATION Energy 25.0 $3K $120.04 +21.6%
2851 PPI INVESTMENT MANAGERS SER TR I 140.0 $3K $21.17 +0.4%
2852 EFRA ISHARES TR 81.0 $3K $35.98 -0.2%
2853 SWBI SMITH & WESSON BRANDS INC Industrials 189.0 $3K $15.40 -17.0%
2854 TTGT TECHTARGET INC Communication Services 737.0 $3K $3.92 -1.0%
2855 MZTI MARZETTI COMPANY Consumer Defensive 25.0 $3K $115.52 -0.6%
2856 CRAI CRA INTL INC Industrials 20.0 $3K $144.05 +21.5%
2857 TK TEEKAY CORPORATION LTD Energy 277.0 $3K $10.37 +25.9%
2858 CHWY CHEWY INC Consumer Cyclical 147.0 $3K $19.42 +19.8%
2859 IMTB ISHARES TR 65.0 $3K $43.88 -2.1%
2860 LADR LADDER CAP CORP Real Estate 279.0 $3K $10.21 -3.8%
Page 143 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%