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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 15 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 76,040.0 $1.8M 0.06% $23.71 +7.3%
282 FLOT ISHARES TR 35,301.0 $1.8M 0.06% $51.05 -0.0%
283 TMUS T-MOBILE US INC Communication Services 10,291.0 $1.8M 0.06% $173.98 +2.2%
284 SPHQ INVESCO EXCHANGE TRADED FD T 20,050.0 $1.8M 0.06% $88.80 -3.0%
285 PLD PROLOGIS INC. Real Estate 12,776.0 $1.8M 0.06% $138.89 +2.2%
286 MRVL MARVELL TECHNOLOGY INC Technology 6,373.0 $1.8M 0.06% $277.75 -13.1%
287 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,814.0 $1.8M 0.06% $968.73 -12.5%
288 DAL DELTA AIR LINES INC Industrials 18,797.0 $1.8M 0.06% $93.17 -12.9%
289 WAB WABTEC Industrials 6,499.0 $1.7M 0.06% $268.32 +10.8%
290 BAI BLACKROCK ETF TRUST 34,174.0 $1.7M 0.06% $50.83 -11.1%
291 ESGU ISHARES TR 10,649.0 $1.7M 0.06% $162.55 +4.2%
292 DFGX DIMENSIONAL ETF TRUST 32,137.0 $1.7M 0.06% $53.73 -3.1%
293 CAI CARIS LIFE SCIENCES INC Healthcare 94,051.0 $1.7M 0.06% $18.32 +44.0%
294 TRV TRAVELERS COMPANIES INC Financial Services 5,188.0 $1.7M 0.06% $331.93 +11.3%
295 LQD ISHARES TR 15,692.0 $1.7M 0.06% $109.71 -2.7%
296 MDLZ MONDELEZ INTL INC Consumer Defensive 28,582.0 $1.7M 0.06% $60.15 +3.8%
297 VONE VANGUARD SCOTTSDALE FDS 5,106.0 $1.7M 0.06% $336.13 +3.9%
298 USMV ISHARES TR 17,804.0 $1.7M 0.06% $96.16 +6.0%
299 VTIP VANGUARD MALVERN FDS 34,006.0 $1.7M 0.06% $50.29 -1.0%
300 SHEL SHELL PLC Energy 22,086.0 $1.7M 0.06% $76.89 +18.0%
Page 15 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%