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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 169 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3361 ATLC ATLANTICUS HOLDINGS CORP Financial Services 1.0 $104.0 $104.00 -10.5%
3362 IBOTTA INC 3.0 $103.0 $34.33
3363 AZTA AZENTA INC Healthcare 4.0 $102.0 $25.50 +31.8%
3364 VIRNETX HLDG CORP 8.0 $101.0 $12.62
3365 IQ IQIYI INC Communication Services 100.0 $101.0 $1.01 -8.5%
3366 PLTK PLAYTIKA HLDG CORP Technology 25.0 $98.0 $3.92 -41.3%
3367 INOVIO PHARMACEUTICALS INC 83.0 $93.0 $1.12
3368 COTY COTY INC Consumer Defensive 47.0 $92.0 $1.96 +41.0%
3369 BYND BEYOND MEAT INC Consumer Defensive 128.0 $91.0 $0.71 +1869.2%
3370 HAUZ DBX ETF TR 4.0 $90.0 $22.50 +1.6%
3371 AFYA AFYA LTD Consumer Defensive 6.0 $89.0 $14.83 -3.5%
3372 GENI GENIUS SPORTS LIMITED Communication Services 14.0 $89.0 $6.36 +25.2%
3373 CDNA CAREDX INC Healthcare 3.0 $88.0 $29.33 +78.5%
3374 FATE FATE THERAPEUTICS INC Healthcare 35.0 $85.0 $2.43 +4.6%
3375 BSCU INVESCO EXCH TRD SLF IDX FD 5.0 $83.0 $16.60 -0.5%
3376 FELV FIDELITY COVINGTON TRUST 2.0 $80.0 $40.00 +7.0%
3377 BIOHAVEN LTD 5.0 $75.0 $15.00
3378 JHMM JOHN HANCOCK EXCHANGE TRADED 1.0 $75.0 $75.00 +1.2%
3379 LFST LIFESTANCE HEALTH GROUP INC Healthcare 7.0 $72.0 $10.29 +19.6%
3380 CTBI COMMUNITY TR BANCORP INC Financial Services 1.0 $72.0 $72.00 +6.0%
Page 169 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%