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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 36 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TROW PRICE T ROWE GROUP INC Financial Services 2,525.0 $289K 0.01% $114.42 -2.8%
702 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,470.0 $287K 0.01% $52.52 +28.4%
703 B BARRICK MNG CORP Basic Materials 7,773.0 $287K 0.01% $36.93 +23.6%
704 MXL MAXLINEAR INC Technology 2,643.0 $287K 0.01% $108.47 -43.1%
705 AEGON LTD 34,224.0 $286K 0.01% $8.37
706 ENS ENERSYS Industrials 1,272.0 $285K 0.01% $224.13 -17.3%
707 LMBS FIRST TR EXCHANGE-TRADED FD 5,702.0 $284K 0.01% $49.80 -0.5%
708 BLOCK INC 3,605.0 $281K 0.01% $78.04
709 VV VANGUARD INDEX FDS 822.0 $280K 0.01% $341.21 +3.9%
710 RBLX ROBLOX CORP Technology 5,161.0 $280K 0.01% $54.34 -29.1%
711 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,000.0 $279K 0.01% $139.66 -6.4%
712 VCSH VANGUARD SCOTTSDALE FDS 3,526.0 $279K 0.01% $79.16 -0.8%
713 VHT VANGUARD WORLD FD 916.0 $277K 0.01% $302.44 +6.1%
714 VOD VODAFONE GROUP PLC Communication Services 20,220.0 $277K 0.01% $13.69 +17.2%
715 ETSY INC 3,466.0 $276K 0.01% $79.67
716 TRIPLE FLAG PRECIOUS METAL 9,109.0 $274K 0.01% $30.11
717 FREL FIDELITY COVINGTON TRUST 9,189.0 $274K 0.01% $29.83 -1.0%
718 DFAE DIMENSIONAL ETF TRUST 6,869.0 $272K 0.01% $39.65 +0.4%
719 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,068.0 $271K 0.01% $131.20 -8.4%
720 TIP ISHARES TR 2,468.0 $271K 0.01% $109.92 -2.7%
Page 36 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%