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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 164 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 DCH DAUCH CORP Industrials 61.0 $314.0 $5.15 +22.8%
3262 ESRT EMPIRE ST RLTY TR INC Real Estate 59.0 $314.0 $5.32 -12.8%
3263 UPBOUND GROUP INC 15.0 $313.0 $20.87
3264 BFLY BUTTERFLY NETWORK INC Healthcare 35.0 $312.0 $8.91 -2.2%
3265 LGOV FIRST TR EXCHANGE-TRADED FD 14.0 $303.0 $21.64 -2.6%
3266 ICFI ICF INTL INC Industrials 4.0 $298.0 $74.50 +20.5%
3267 ZYMEWORKS INC 12.0 $289.0 $24.08
3268 SB SAFE BULKERS INC Industrials 45.0 $286.0 $6.36 +32.5%
3269 MBWM MERCANTILE BK CORP Financial Services 5.0 $286.0 $57.20 +4.5%
3270 MCBS METROCITY BANKSHARES INC Financial Services 8.0 $286.0 $35.75 -1.7%
3271 XRAY DENTSPLY SIRONA INC Healthcare 26.0 $281.0 $10.81 +2.1%
3272 SCVL SHOE STA GROUP INC Consumer Cyclical 18.0 $279.0 $15.50 +0.8%
3273 ITIC INVESTORS TITLE CO NC Financial Services 1.0 $278.0 $278.00 +9.4%
3274 BTQ BTQ TECHNOLOGIES CORP Technology 50.0 $278.0 $5.56 -34.0%
3275 MOV MOVADO GROUP INC Consumer Cyclical 7.0 $276.0 $39.43 -12.4%
3276 SIBN SI BONE INC Healthcare 16.0 $270.0 $16.88 +13.8%
3277 RMAX RE/MAX HLDGS INC Real Estate 27.0 $269.0 $9.96 +24.1%
3278 KNO EXCHANGE LISTED FDS TR 4.0 $257.0 $64.25 +1.1%
3279 BHC BAUSCH HEALTH COS INC Healthcare 53.0 $257.0 $4.85 +29.9%
3280 TFX TELEFLEX INCORPORATED Healthcare 2.0 $255.0 $127.50 +8.0%
Page 164 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%