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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 24 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AZO AUTOZONE INC Consumer Cyclical 250.0 $788K 0.03% $3153.62 -6.1%
462 VOT VANGUARD INDEX FDS 2,595.0 $788K 0.03% $303.77 -0.2%
463 EXC EXELON CORP Utilities 16,718.0 $788K 0.03% $47.15 -6.8%
464 SOXX ISHARES TR 1,269.0 $780K 0.03% $614.35 -17.2%
465 SPSK TIDAL TRUST I 42,867.0 $772K 0.03% $18.02 -0.7%
466 DELL DELL TECHNOLOGIES INC Technology 1,857.0 $770K 0.03% $414.61 +9.9%
467 CARR CARRIER GLOBAL CORPORATION Industrials 10,473.0 $769K 0.03% $73.43 -19.9%
468 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,206.0 $751K 0.02% $340.28 -6.0%
469 BDX BECTON DICKINSON & CO Healthcare 4,823.0 $749K 0.02% $155.20 +22.1%
470 AIG AMERICAN INTL GROUP INC Financial Services 9,937.0 $746K 0.02% $75.12 +2.4%
471 BLCR BLACKROCK ETF TRUST 14,948.0 $746K 0.02% $49.92 -1.0%
472 VOOV VANGUARD ADMIRAL FDS INC 3,379.0 $741K 0.02% $219.17 +4.6%
473 CGHM CAPITAL GRP FIXED INCM ETF T 28,334.0 $734K 0.02% $25.89 -2.0%
474 MPWR MONOLITHIC PWR SYS INC Technology 553.0 $726K 0.02% $1312.81 -4.3%
475 EBAY EBAY INC. Consumer Cyclical 6,543.0 $725K 0.02% $110.82 -4.7%
476 IVLU ISHARES TR 17,290.0 $721K 0.02% $41.72 +6.0%
477 VST VISTRA CORP Utilities 4,416.0 $717K 0.02% $162.41 -15.6%
478 DTE DTE ENERGY CO Utilities 4,634.0 $714K 0.02% $154.05 -11.8%
479 KEY KEYCORP Financial Services 30,565.0 $708K 0.02% $23.15 -5.4%
480 DFGR DIMENSIONAL ETF TRUST 23,904.0 $703K 0.02% $29.42 -1.1%
Page 24 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%