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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 30 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 O REALTY INCOME CORP Real Estate 7,106.0 $448K 0.01% $63.04 -1.7%
582 NMR NOMURA HLDGS INC Financial Services 50,782.0 $445K 0.01% $8.77 +17.4%
583 HYG ISHARES TR 5,565.0 $445K 0.01% $80.01 -0.3%
584 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,676.0 $445K 0.01% $265.37 +24.1%
585 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,011.0 $442K 0.01% $219.69 -9.6%
586 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,714.0 $439K 0.01% $76.87 +6.1%
587 SNOW SNOWFLAKE INC Technology 1,734.0 $436K 0.01% $251.70 +30.3%
588 WEC WEC ENERGY GROUP INC Utilities 3,669.0 $435K 0.01% $118.45 -10.3%
589 FERG FERGUSON ENTERPRISES INC Industrials 1,821.0 $435K 0.01% $238.62 -4.2%
590 AER AERCAP HOLDINGS NV Industrials 2,942.0 $434K 0.01% $147.56 -0.0%
591 PCG PG&E CORP Utilities 25,031.0 $432K 0.01% $17.24 -3.7%
592 HAL HALLIBURTON CO Energy 12,643.0 $431K 0.01% $34.09 +6.1%
593 GNW GENWORTH FINL INC Financial Services 45,066.0 $429K 0.01% $9.52 +4.8%
594 NFRA FLEXSHARES TR 6,610.0 $428K 0.01% $64.68 +1.4%
595 VEEV VEEVA SYS INC Healthcare 2,409.0 $425K 0.01% $176.22 +57.0%
596 RJF RAYMOND JAMES FINL INC Financial Services 2,845.0 $424K 0.01% $149.09 +20.3%
597 ON ON SEMICONDUCTOR CORP Technology 4,770.0 $422K 0.01% $88.57 -18.0%
598 ARGX ARGENX SE Healthcare 463.0 $422K 0.01% $912.46 +12.1%
599 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,190.0 $422K 0.01% $354.68 -4.9%
600 JNK SPDR SERIES TRUST 4,358.0 $420K 0.01% $96.40 -0.4%
Page 30 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%