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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 56 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 PFF ISHARES TR 3,777.0 $116K 0.00% $30.61 -0.2%
1102 LYV LIVE NATION ENTERTAINMENT IN Communication Services 632.0 $115K 0.00% $182.56 -0.5%
1103 TEX TEREX CORP NEW Industrials 1,567.0 $115K 0.00% $73.57 -13.4%
1104 SNX TD SYNNEX CORPORATION Technology 426.0 $115K 0.00% $270.39 -6.1%
1105 IAUM ISHARES GOLD TRUST MICRO Financial Services 2,867.0 $115K 0.00% $40.02 +11.0%
1106 VPU VANGUARD WORLD FD 576.0 $114K 0.00% $198.78 -7.1%
1107 IONS IONIS PHARMACEUTICALS INC Healthcare 1,416.0 $114K 0.00% $80.69 -24.3%
1108 IWR ISHARES TR 1,035.0 $114K 0.00% $110.16 +1.9%
1109 MLAB MESA LABS INC Technology 1,143.0 $114K 0.00% $99.53 +29.7%
1110 BKNG BOOKING HOLDINGS INC Consumer Cyclical 620.0 $113K 0.00% $182.51 +12.7%
1111 AUB ATLANTIC UN BANKSHARES CORP Financial Services 2,671.0 $113K 0.00% $42.27 -3.8%
1112 NI NISOURCE INC Utilities 2,336.0 $112K 0.00% $48.15 -15.8%
1113 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 1,231.0 $112K 0.00% $91.27 +10.6%
1114 VOOG VANGUARD ADMIRAL FDS INC 1,375.0 $112K 0.00% $81.48 +3.3%
1115 VRP INVESCO EXCH TRADED FD TR II 4,598.0 $112K 0.00% $24.35 -0.8%
1116 LPLA LPL FINL HLDGS INC Financial Services 415.0 $112K 0.00% $269.24 +37.7%
1117 IT GARTNER INC Technology 841.0 $112K 0.00% $132.79 +49.4%
1118 FSS FEDERAL SIGNAL CORP Industrials 880.0 $111K 0.00% $126.69 -6.8%
1119 SU SUNCOR ENERGY INC NEW Energy 2,071.0 $111K 0.00% $53.83 +21.6%
1120 FCFS FIRSTCASH HOLDINGS INC Financial Services 517.0 $111K 0.00% $215.42 +1.8%
Page 56 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%