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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 149 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 XRN CHIRON REAL ESTATE INC Financial Services 51.0 $2K $37.57 -2.0%
2962 SFY TIDAL TRUST I 13.0 $2K $147.00 +3.6%
2963 FIG FIGMA INC Technology 100.0 $2K $19.08 +51.0%
2964 HLIT HARMONIC INC Technology 121.0 $2K $15.76 -23.7%
2965 MEG ONTERRIS INC Industrials 93.0 $2K $20.41 -18.6%
2966 FG F&G ANNUITIES & LIFE INC Financial Services 70.0 $2K $26.99 -11.1%
2967 ACRS ACLARIS THERAPEUTICS INC Healthcare 376.0 $2K $5.02 +19.7%
2968 EC ECOPETROL S A Energy 129.0 $2K $14.56 +13.3%
2969 VINP VINCI COMPASS INVESTMENTS LT Financial Services 193.0 $2K $9.68 -2.1%
2970 CAR AVIS BUDGET GROUP INC Industrials 12.0 $2K $155.17 -11.0%
2971 OTEX OPEN TEXT CORP Technology 84.0 $2K $22.10 +13.6%
2972 PRAA PRA GROUP INC Financial Services 99.0 $2K $18.75 +2.1%
2973 SANA SANA BIOTECHNOLOGY INC Healthcare 532.0 $2K $3.45 +13.9%
2974 PTON PELOTON INTERACTIVE INC Consumer Cyclical 317.0 $2K $5.78 -5.6%
2975 PSTL POSTAL REALTY TRUST INC Real Estate 73.0 $2K $24.99 -4.9%
2976 ULBI ULTRALIFE CORP Industrials 300.0 $2K $6.03 +7.3%
2977 GRC GORMAN RUPP CO Industrials 20.0 $2K $90.20 -15.5%
2978 SINCLAIR INC 129.0 $2K $13.97
2979 WGS GENEDX HOLDINGS CORP Healthcare 26.0 $2K $69.12 +24.9%
2980 BAX BAXTER INTL INC Healthcare 81.0 $2K $22.02 +18.6%
Page 149 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%