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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 48 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 SHOP SHOPIFY INC Technology 1,375.0 $157K 0.01% $114.21 +33.9%
942 PACS PACS GROUP INC Financial Services 3,924.0 $157K 0.01% $39.94 +7.0%
943 AR ANTERO RESOURCES CORP Energy 4,539.0 $156K 0.01% $34.44 +11.6%
944 BLLN BILLIONTOONE INC Healthcare 1,297.0 $156K 0.01% $120.40 -22.6%
945 VCR VANGUARD WORLD FD 393.0 $156K 0.01% $395.75 -0.5%
946 AROC ARCHROCK INC Energy 3,837.0 $155K 0.01% $40.45 -22.8%
947 OTIS OTIS WORLDWIDE CORP Industrials 2,128.0 $155K 0.01% $72.93 -1.6%
948 EMHC SPDR SERIES TRUST 6,053.0 $154K 0.01% $25.48 -2.2%
949 FVD FIRST TR EXCHANGE-TRADED FD 3,177.0 $154K 0.01% $48.43 +4.3%
950 AGO ASSURED GUARANTY LTD Financial Services 1,918.0 $154K 0.01% $80.19 -5.8%
951 AVY AVERY DENNISON CORP Industrials 941.0 $154K 0.01% $163.32 +8.8%
952 NXST NEXSTAR MEDIA GROUP INC Communication Services 900.0 $154K 0.01% $170.73 +7.4%
953 IMTM ISHARES TR 2,903.0 $153K 0.01% $52.81 +1.0%
954 OMC OMNICOM GROUP INC Communication Services 2,063.0 $153K 0.01% $73.95 +19.4%
955 WCN WASTE CONNECTIONS INC Industrials 912.0 $152K 0.01% $167.14 -0.7%
956 FTEC FIDELITY COVINGTON TRUST 545.0 $152K 0.01% $278.34 +3.0%
957 VIS VANGUARD WORLD FD 425.0 $151K 0.01% $356.08 -4.7%
958 CDEI MORGAN STANLEY ETF TRUST 1,673.0 $151K 0.01% $90.28 +5.2%
959 TRP TC ENERGY CORP Energy 2,203.0 $151K 0.01% $68.50 -9.7%
960 ALKS ALKERMES PLC Healthcare 2,863.0 $150K 0.01% $52.53 -9.7%
Page 48 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%