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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 18 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LMT LOCKHEED MARTIN CORP Industrials 2,852.0 $1.4M 0.05% $502.12 +12.7%
342 PSC PRINCIPAL EXCHANGE TRADED FD 20,632.0 $1.4M 0.05% $69.38 +0.8%
343 VIGI VANGUARD WHITEHALL FDS 15,201.0 $1.4M 0.05% $93.59 +5.4%
344 BHP BHP BILLITON LIMITED Basic Materials 17,047.0 $1.4M 0.04% $81.74 +17.9%
345 MET METLIFE INC Financial Services 16,193.0 $1.4M 0.04% $85.99 +11.9%
346 GD GENERAL DYNAMICS CORP Industrials 3,994.0 $1.4M 0.04% $348.12 +9.2%
347 PFE PFIZER INC Healthcare 56,738.0 $1.4M 0.04% $24.37 +14.9%
348 DIA STATE STR SPDR DOW JONES IND Financial Services 2,628.0 $1.4M 0.04% $521.85 +2.6%
349 SCHZ SCHWAB STRATEGIC TR 58,649.0 $1.4M 0.04% $23.23 -1.6%
350 BWX SPDR SERIES TRUST 62,479.0 $1.4M 0.04% $21.75 +0.7%
351 CMF ISHARES TR 23,531.0 $1.4M 0.04% $57.65 -2.2%
352 SHW SHERWIN WILLIAMS CO Basic Materials 3,930.0 $1.4M 0.04% $344.38 +0.2%
353 DBND DOUBLELINE ETF TRUST 29,364.0 $1.3M 0.04% $45.75 -1.4%
354 IWV ISHARES TR 3,164.0 $1.3M 0.04% $423.17 +3.8%
355 PGR PROGRESSIVE CORP Financial Services 6,084.0 $1.3M 0.04% $219.88 -1.0%
356 ING ING GROEP N.V. Financial Services 42,888.0 $1.3M 0.04% $31.18 +12.6%
357 IYK ISHARES TR 18,168.0 $1.3M 0.04% $73.52 +1.6%
358 MFG MIZUHO FINANCIAL GROUP INC Financial Services 139,392.0 $1.3M 0.04% $9.56 +9.2%
359 APP APPLOVIN CORP Technology 2,666.0 $1.3M 0.04% $498.76 -37.3%
360 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,992.0 $1.3M 0.04% $332.54 -2.1%
Page 18 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%