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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 173 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 WEAV WEAVE COMMUNICATIONS INC Technology 2.0 $12.0 $6.00 +21.6%
3442 ALIT ALIGHT INC Technology 22.0 $12.0 $10.91 +30.9%
3443 LTPZ PIMCO ETF TR $12.0 NEW
3444 OTLY OATLY GROUP AB Consumer Defensive 1.0 $10.0 $10.00 +51.7%
3445 VREX VAREX IMAGING CORP Healthcare 1.0 $10.0 $10.00 +85.0%
3446 XYF X FINL Financial Services 2.0 $10.0 $5.00 +7.4%
3447 FIRY INC 1.0 $10.0 $10.00
3448 TLRY TILRAY BRANDS INC Healthcare 2.0 $9.0 $4.50 +1.1%
3449 LTBR LIGHTBRIDGE CORP Industrials 1.0 $9.0 $9.00 -9.0%
3450 XEROX HOLDINGS CORP 24.0 $7.0 $0.29
3451 BUR BURFORD CAPITAL LIMITED Financial Services 1.0 $4.0 $4.00 +8.6%
3452 BINGEX LTD 2.0 $4.0 $2.00
3453 REDHILL BIOPHARMA LTD 5.0 $4.0 $0.80
3454 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 1.0 $4.0 $4.00 +7.0%
3455 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 1.0 $4.0 $4.00 -36.4%
3456 AQST AQUESTIVE THERAPEUTICS INC Healthcare 1.0 $4.0 $4.00 +29.0%
3457 WORKHORSE GROUP INC 1.0 $3.0 $3.00
3458 LND BRASILAGRO COMPANHIA BRASILE Consumer Defensive $2.0 NEW
3459 IPSC CENTURY THERAPEUTICS INC Healthcare 1.0 $2.0 $2.00 +11.8%
3460 DZZ DEUTSCHE BK AG LONDON BRH Financial Services 1.0 $2.0 $2.00 -17.5%
Page 173 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%