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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 147 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 RLI RLI CORP Financial Services 39.0 $2K $58.41 +10.1%
2922 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 61.0 $2K $37.30 -5.2%
2923 TARS TARSUS PHARMACEUTICALS INC Healthcare 37.0 $2K $61.27 +17.1%
2924 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 175.0 $2K $12.95 -8.3%
2925 ICLR ICON PUB LTD CO Healthcare 13.0 $2K $173.00 -1.7%
2926 HFWA HERITAGE FINL CORP WASH Financial Services 76.0 $2K $29.39 -2.5%
2927 WLY WILEY JOHN & SONS INC Communication Services 47.0 $2K $47.17 +13.9%
2928 IOT SAMSARA INC Technology 68.0 $2K $32.10 +28.2%
2929 GDYN GRID DYNAMICS HLDGS INC Technology 401.0 $2K $5.44 +46.5%
2930 HOMETRUST BANCSHARES INC 44.0 $2K $49.41
2931 WOLF WOLFSPEED INC Technology 49.0 $2K $44.24 -41.6%
2932 OSPN ONESPAN INC Technology 151.0 $2K $14.31 +15.6%
2933 HBCP HOMEBANCORP INC Financial Services 31.0 $2K $68.94 +0.7%
2934 BMNR BITMINE IMMERSION TECHS INC Financial Services 153.0 $2K $13.82 +72.2%
2935 RNW RENEW ENERGY GLOBAL PLC Utilities 334.0 $2K $6.26 +8.9%
2936 NPK INTERNATIONAL INC 131.0 $2K $15.87
2937 HXL HEXCEL CORP NEW Industrials 21.0 $2K $98.90 -4.1%
2938 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 452.0 $2K $4.59 +12.0%
2939 KNCT INVESCO EXCHANGE TRADED FD T 10.0 $2K $206.70 -4.9%
2940 YEXT YEXT INC Technology 441.0 $2K $4.67 +48.0%
Page 147 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%