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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 54 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 MAA MID-AMER APT CMNTYS INC Real Estate 871.0 $123K 0.00% $140.65 -7.8%
1062 CNO CNO FINL GROUP INC Financial Services 2,343.0 $122K 0.00% $52.14 +6.2%
1063 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 4,926.0 $122K 0.00% $24.76 -7.1%
1064 PLUG PLUG PWR INC Industrials 47,090.0 $122K 0.00% $2.59 -15.4%
1065 CSW INDUSTRIALS INC 451.0 $122K 0.00% $270.22
1066 XYLD GLOBAL X FDS 3,000.0 $122K 0.00% $40.60 +2.3%
1067 AWR AMER STATES WTR CO Utilities 1,471.0 $122K 0.00% $82.79 +8.6%
1068 IJS ISHARES TR 893.0 $122K 0.00% $136.34 +0.9%
1069 PLXS PLEXUS CORP Technology 422.0 $121K 0.00% $287.80 -16.3%
1070 FIVE FIVE BELOW INC Consumer Cyclical 680.0 $121K 0.00% $178.23 +35.7%
1071 ARKF ARK ETF TR 3,032.0 $121K 0.00% $39.95 +15.4%
1072 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 1,925.0 $121K 0.00% $62.88 +25.9%
1073 PML PIMCO MUN INCOME FD II Financial Services 15,831.0 $121K 0.00% $7.64 -4.1%
1074 THFF FIRST FINANCIAL CORPORATION Financial Services 1,553.0 $121K 0.00% $77.60 +2.1%
1075 HL HECLA MINING COMPANY Basic Materials 7,821.0 $120K 0.00% $15.40 +32.3%
1076 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,486.0 $120K 0.00% $80.50 +5.5%
1077 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 3,937.0 $119K 0.00% $30.27 +11.7%
1078 VCEL VERICEL CORP Healthcare 2,644.0 $119K 0.00% $45.07 -9.1%
1079 USHY ISHARES TR 3,216.0 $119K 0.00% $37.04 -0.5%
1080 AMG AFFILIATED MANAGERS GROUP Financial Services 347.0 $119K 0.00% $342.56 +8.3%
Page 54 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%