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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 154 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 STLA STELLANTIS N.V Consumer Cyclical 228.0 $1K $5.57 -2.7%
3062 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 7.0 $1K $180.43 +12.2%
3063 PCB PCB BANCORP Financial Services 45.0 $1K $28.02 -1.9%
3064 KOMP SPDR SERIES TRUST 18.0 $1K $69.78 -3.2%
3065 PARK PARK DENTAL PARTNERS INC Healthcare 58.0 $1K $21.05 -1.0%
3066 UWMC UWM HOLDINGS CORPORATION Financial Services 581.0 $1K $2.10 -29.0%
3067 FENC FENNEC PHARMACEUTICALS INC Healthcare 110.0 $1K $11.03 +11.3%
3068 FTCB FIRST TR EXCHANGE-TRADED FD 57.0 $1K $20.96 -2.2%
3069 CCBG CAPITAL CITY BANK Financial Services 24.0 $1K $49.67 +3.4%
3070 NBBK NB BANCORP INC Financial Services 56.0 $1K $21.20 +6.0%
3071 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 22.0 $1K $53.91 +9.5%
3072 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 64.0 $1K $18.52 +18.0%
3073 AXIA ENERGIA SA 109.0 $1K $10.87
3074 PAVE GLOBAL X FDS 20.0 $1K $58.60 -5.6%
3075 FRHC FREEDOM HOLDING CORP Financial Services 9.0 $1K $129.67 +34.8%
3076 NUVB NUVATION BIO INC Healthcare 206.0 $1K $5.61 +18.7%
3077 JIRE J P MORGAN EXCHANGE TRADED F 14.0 $1K $82.14 +3.4%
3078 BILL BILL HOLDINGS INC Technology 32.0 $1K $35.94 +40.0%
3079 ARKG ARK ETF TR 27.0 $1K $42.37 +12.4%
3080 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 27.0 $1K $42.22 +4.2%
Page 154 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%