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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 174 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3461 BAYTEX ENERGY CORP $1.0 NEW
3462 WHR WHIRLPOOL CORP Consumer Cyclical NEW
3463 NFE NEW FORTRESS ENERGY INC Utilities 1.0
3464 NVVE NUVVE HOLDING CORP Technology 1.0
3465 ALBT AVALON GLOBOCARE CORP Real Estate 1.0
Page 174 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%