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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 22 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ALL ALLSTATE CORP Financial Services 3,998.0 $965K 0.03% $241.41 +7.9%
422 CTVA CORTEVA INC Basic Materials 11,533.0 $962K 0.03% $83.37 +0.6%
423 MTB M & T BK CORP Financial Services 3,995.0 $956K 0.03% $239.20 -0.8%
424 NGG NATIONAL GRID PLC Utilities 11,345.0 $950K 0.03% $83.76 -5.3%
425 EFA ISHARES TR 9,148.0 $946K 0.03% $103.46 +4.1%
426 BSX BOSTON SCIENTIFIC CORP Healthcare 21,744.0 $945K 0.03% $43.48 +7.7%
427 HPE HEWLETT PACKARD ENTERPRISE C Technology 21,256.0 $944K 0.03% $44.41 +17.8%
428 LYG LLOYDS BANKING GROUP PLC Financial Services 164,084.0 $943K 0.03% $5.75 +3.0%
429 YLD PRINCIPAL EXCHANGE TRADED FD 48,882.0 $933K 0.03% $19.09 -0.4%
430 VRT VERTIV HOLDINGS CO Industrials 3,037.0 $932K 0.03% $306.97 -16.3%
431 PY PRINCIPAL EXCHANGE TRADED FD 17,237.0 $930K 0.03% $53.95 +7.9%
432 SCZ ISHARES TR 11,274.0 $929K 0.03% $82.40 +5.5%
433 FCX FREEPORT MCMORAN INC Basic Materials 15,059.0 $928K 0.03% $61.62 +24.1%
434 ADSK AUTODESK INC Technology 4,726.0 $923K 0.03% $195.27 +33.5%
435 XEL XCEL ENERGY INC Utilities 11,236.0 $921K 0.03% $81.98 -6.7%
436 SNY SANOFI SA Healthcare 20,715.0 $900K 0.03% $43.43 +3.2%
437 RSG REPUBLIC SVCS INC Industrials 4,177.0 $897K 0.03% $214.69 +3.5%
438 IWX ISHARES TR 8,511.0 $896K 0.03% $105.31 +7.5%
439 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,303.0 $885K 0.03% $205.70 +4.8%
440 J P MORGAN EXCHANGE TRADED F 17,434.0 $882K 0.03% $50.58
Page 22 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%