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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 145 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 ABR ARBOR REALTY TRUST INC Real Estate 491.0 $3K $5.34 -5.2%
2882 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 150.0 $3K $17.46 +2.5%
2883 CGW INVESCO EXCH TRADED FD TR II 40.0 $3K $65.45 -0.3%
2884 URGN UROGEN PHARMA LTD Healthcare 72.0 $3K $36.07 +20.9%
2885 WTMF WISDOMTREE TR 64.0 $3K $40.52 +4.0%
2886 CLBK COLUMBIA FINL INC Financial Services 123.0 $3K $21.03 -45.0%
2887 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 86.0 $3K $30.01 +12.0%
2888 MECHANICS BANCORP 162.0 $3K $15.91
2889 VCTR VICTORY CAP HLDGS INC DEL Financial Services 31.0 $3K $82.48 +43.4%
2890 QUBT QUANTUM COMPUTING INC Technology 256.0 $3K $9.92 -17.9%
2891 CMDB COSTAMARE BULKERS HLDGS LTD Industrials 141.0 $3K $17.99 +14.0%
2892 IHI ISHARES TR 50.0 $3K $50.68 +8.9%
2893 J P MORGAN EXCHANGE TRADED F 18.0 $3K $140.67
2894 RSKD RISKIFIED LTD Technology 503.0 $3K $5.02 +25.7%
2895 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 134.0 $3K $18.79 +22.8%
2896 GCO GENESCO INC Consumer Cyclical 72.0 $3K $34.81 -4.3%
2897 SMITHFIELD FOODS INC 100.0 $3K $25.02
2898 YPF YPF SOCIEDAD ANONIMA Energy 55.0 $2K $45.25 +10.9%
2899 PELAGOS INS CAP LTD 100.0 $2K $24.78
2900 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 28.0 $2K $88.46 -15.6%
Page 145 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%