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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 40 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 EXR EXTRA SPACE STORAGE INC Real Estate 1,504.0 $223K 0.01% $148.29 -3.6%
782 SUB ISHARES TR 2,092.0 $223K 0.01% $106.49 -0.2%
783 TLT ISHARES TR 2,541.0 $222K 0.01% $87.45 -5.2%
784 RSP INVESCO EXCHANGE TRADED FD T 1,042.0 $222K 0.01% $213.23 +3.5%
785 SE SEA LTD Consumer Cyclical 2,385.0 $222K 0.01% $92.95 +28.4%
786 EVRG EVERGY INC Utilities 2,544.0 $221K 0.01% $87.01 -7.3%
787 RB GLOBAL INC 1,942.0 $221K 0.01% $113.95
788 XMMO INVESCO EXCHANGE TRADED FD T 1,313.0 $220K 0.01% $167.48 -8.5%
789 KDP KEURIG DR PEPPER INC Consumer Defensive 6,556.0 $220K 0.01% $33.50 -3.9%
790 INCY INCYTE CORP Healthcare 1,915.0 $220K 0.01% $114.66 +8.5%
791 CDP COPT DEFENSE PROPERTIES Real Estate 5,979.0 $219K 0.01% $36.64 -0.1%
792 GMAB GENMAB A/S Healthcare 8,399.0 $219K 0.01% $26.02 +27.7%
793 ROL ROLLINS INC Consumer Cyclical 5,167.0 $218K 0.01% $42.28 -14.0%
794 TSCO TRACTOR SUPPLY CO Consumer Cyclical 6,991.0 $218K 0.01% $31.20 +11.3%
795 SIGI SELECTIVE INS GROUP INC Financial Services 2,208.0 $216K 0.01% $97.76 -5.4%
796 FULT FULTON FINL CORP PA Financial Services 8,919.0 $215K 0.01% $24.15 -2.0%
797 IGM ISHARES TR 1,346.0 $215K 0.01% $159.90 +0.7%
798 NDAQ NASDAQ INC Financial Services 2,795.0 $215K 0.01% $76.85 +29.2%
799 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,001.0 $215K 0.01% $53.62 +18.7%
800 IRM IRON MTN INC DEL Real Estate 1,650.0 $214K 0.01% $129.97 -9.7%
Page 40 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%