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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 172 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 RAMACO RES INC 2.0 $25.0 $12.50
3422 PWZ INVESCO EXCH TRADED FD TR II 1.0 $25.0 $25.00 -4.8%
3423 IGLB ISHARES TR $22.0 NEW
3424 AURORA CANNABIS INC 7.0 $20.0 $2.86
3425 ISHARES TR 1.0 $20.0 $20.00
3426 TRVI TREVI THERAPEUTICS INC Healthcare 1.0 $19.0 $19.00 -5.9%
3427 FATHOM HOLDINGS INC 17.0 $19.0 $1.12
3428 LXEO LEXEO THERAPEUTICS INC Healthcare 4.0 $19.0 $4.75 +5.6%
3429 NNVC NANOVIRICIDES INC Healthcare 14.0 $19.0 $1.36 -6.1%
3430 AMWL AMERICAN WELL CORP Healthcare 2.0 $19.0 $9.50 +22.7%
3431 ATHM AUTOHOME INC Communication Services 1.0 $19.0 $19.00 +17.0%
3432 SNAP SNAP INC Communication Services 4.0 $18.0 $4.50 +22.0%
3433 TIPT TIPTREE INC Financial Services 1.0 $18.0 $18.00 +1.8%
3434 RYLD GLOBAL X FDS 1.0 $16.0 $16.00 +2.0%
3435 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 3.0 $16.0 $5.33 +4.1%
3436 ASCENT SOLAR TECHNOLOGIES IN 3.0 $15.0 $5.00
3437 DAVA ENDAVA PLC Technology 5.0 $15.0 $3.00 +10.9%
3438 FALN ISHARES TR $14.0 NEW
3439 EDV VANGUARD WORLD FD $14.0 NEW
3440 INFINITY NAT RES INC 1.0 $13.0 $13.00
Page 172 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%