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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 21 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SONY SONY GROUP CORP Technology 53,512.0 $1.1M 0.04% $20.43 +21.6%
402 OEF ISHARES TR 2,993.0 $1.1M 0.04% $362.60 +5.0%
403 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 3,366.0 $1.1M 0.04% $321.45 -13.1%
404 OKE ONEOK INC NEW Energy 12,187.0 $1.1M 0.04% $88.73 +6.8%
405 GSK GSK PLC Healthcare 20,367.0 $1.1M 0.04% $52.81 -3.8%
406 SNPS SYNOPSYS INC Technology 2,388.0 $1.1M 0.04% $447.28 -1.0%
407 HBAN HUNTINGTON BANCSHARES INC Financial Services 59,857.0 $1.1M 0.04% $17.82 -5.1%
408 ACN ACCENTURE PLC IRELAND Technology 8,399.0 $1.0M 0.03% $124.75 +52.0%
409 SCHE SCHWAB STRATEGIC TR 28,937.0 $1.0M 0.03% $35.94 +3.4%
410 RIO RIO TINTO PLC Basic Materials 11,020.0 $1.0M 0.03% $94.29 +9.6%
411 TOTALENERGIES SE 13,364.0 $1.0M 0.03% $77.67
412 MMM 3M CO Industrials 6,360.0 $1.0M 0.03% $162.45 +7.3%
413 EPI WISDOMTREE TR 23,977.0 $1.0M 0.03% $42.63 +0.8%
414 ADBE ADOBE INC Technology 4,891.0 $1.0M 0.03% $206.47 +41.2%
415 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,687.0 $1.0M 0.03% $271.39 +13.5%
416 WBD WARNER BROS DISCOVERY INC Communication Services 36,242.0 $983K 0.03% $27.13 +6.0%
417 IVOO VANGUARD ADMIRAL FDS INC 7,512.0 $973K 0.03% $129.50 -1.0%
418 BP BP PLC Energy 25,919.0 $968K 0.03% $37.35 +12.9%
419 CMS CMS ENERGY CORP Utilities 12,414.0 $967K 0.03% $77.93 -12.5%
420 DLR DIGITAL RLTY TR INC Real Estate 5,068.0 $966K 0.03% $190.62 -2.7%
Page 21 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%