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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 171 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3401 DWMF WISDOMTREE TR 1.0 $51.0 $51.00 -33.0%
3402 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 10.0 $48.0 $4.80 -28.8%
3403 FSBC FIVE STAR BANCORP Financial Services 1.0 $48.0 $48.00 -5.7%
3404 CNDT CONDUENT INC Technology 37.0 $47.0 $1.27 +37.4%
3405 SFIX STITCH FIX INC Consumer Cyclical 10.0 $47.0 $4.70 -34.6%
3406 ONL ORION PROPERTIES INC Real Estate 15.0 $45.0 $3.00 -3.2%
3407 EXFY EXPENSIFY INC Technology 25.0 $44.0 $1.76 +47.4%
3408 FIGS FIGS INC Consumer Cyclical 4.0 $44.0 $11.00 +36.4%
3409 SIGA SIGA TECHNOLOGIES INC Healthcare 12.0 $43.0 $3.58 -14.7%
3410 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 1.0 $41.0 $41.00 -46.7%
3411 GYRE GYRE THERAPEUTICS INC Healthcare 6.0 $39.0 $6.50 +2.6%
3412 QMAR FIRST TR EXCHNG TRADED FD VI 1.0 $37.0 $37.00 +2.3%
3413 PHI PLDT INC Communication Services 2.0 $37.0 $18.50 -3.6%
3414 JBI JANUS INTERNATIONAL GROUP IN Industrials 6.0 $34.0 $5.67 -12.0%
3415 REPX RILEY EXPLORATION PERMIAN IN Energy 1.0 $33.0 $33.00 +16.0%
3416 COMMERCE.COM INC 10.0 $32.0 $3.20
3417 CANOPY GROWTH CORPORATION 32.0 $32.0 $1.00
3418 FMAO FARMERS & MERCHANTS BANCORP Financial Services 1.0 $31.0 $31.00 +9.7%
3419 QLTA ISHARES TR $27.0 NEW
3420 HLF HERBALIFE LTD Consumer Defensive 2.0 $26.0 $13.00 -4.5%
Page 171 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%