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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 45 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 WDS WOODSIDE ENERGY GROUP LTD Energy 9,295.0 $177K 0.01% $19.09 +20.8%
882 CGCV CAPITAL GROUP CONSERVATIVE E 5,372.0 $177K 0.01% $32.92 +1.1%
883 FICO FAIR ISAAC CORP Technology 150.0 $177K 0.01% $1177.52 -2.0%
884 GLOBUS MED INC 2,100.0 $176K 0.01% $83.94
885 QQQM INVESCO EXCH TRADED FD TR II 591.0 $176K 0.01% $298.12 -1.0%
886 PIPR PIPER SANDLER COMPANIES Financial Services 2,425.0 $176K 0.01% $72.65 +4.1%
887 CHT CHUNGHWA TELECOM CO LTD Communication Services 3,954.0 $176K 0.01% $44.48 -3.4%
888 ZM ZOOM COMMUNICATIONS INC Technology 2,039.0 $176K 0.01% $86.14 +14.3%
889 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 5,723.0 $176K 0.01% $30.68 -16.5%
890 MOOG INC 412.0 $175K 0.01% $425.85
891 CLX CLOROX CO DEL Consumer Defensive 1,807.0 $175K 0.01% $97.09 +5.6%
892 CERY SPDR SERIES TRUST 5,268.0 $175K 0.01% $33.18 +15.2%
893 FERROVIAL NV 2,550.0 $174K 0.01% $68.41
894 CTRE CARETRUST REIT INC Real Estate 4,266.0 $173K 0.01% $40.47 -3.6%
895 FHN FIRST HORIZON CORPORATION Financial Services 6,740.0 $172K 0.01% $25.58 -3.6%
896 AEM AGNICO EAGLE MINES LTD Basic Materials 1,119.0 $172K 0.01% $153.83 +34.1%
897 WCLD WISDOMTREE TR 5,442.0 $172K 0.01% $31.55 +36.1%
898 XLC SELECT SECTOR SPDR TR 1,588.0 $171K 0.01% $107.88 +4.7%
899 WCC WESCO INTL INC Industrials 498.0 $171K 0.01% $343.65 -2.1%
900 TSN TYSON FOODS INC Consumer Defensive 2,917.0 $171K 0.01% $58.65 -5.5%
Page 45 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%