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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 71 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 SHV ISHARES TR 568.0 $63K 0.00% $110.34 +0.0%
1402 DFSI DIMENSIONAL ETF TRUST 1,391.0 $63K 0.00% $45.01 +4.9%
1403 WTRG ESSENTIAL UTILS INC Utilities 1,628.0 $63K 0.00% $38.43 +6.9%
1404 IMO IMPERIAL OIL LTD Energy 551.0 $62K 0.00% $113.25 +15.2%
1405 DLTR DOLLAR TREE INC Consumer Defensive 508.0 $62K 0.00% $122.62 +4.6%
1406 BCH BANCO DE CHILE Financial Services 1,590.0 $62K 0.00% $39.05 +6.6%
1407 LII LENNOX INTL INC Industrials 109.0 $62K 0.00% $569.58 -30.9%
1408 CCJ CAMECO CORP Energy 599.0 $62K 0.00% $103.47 -3.3%
1409 FNV FRANCO NEV CORP Basic Materials 298.0 $62K 0.00% $207.26 +28.4%
1410 FXU FIRST TR EXCHANGE-TRADED FD 1,235.0 $62K 0.00% $49.98 -5.3%
1411 NWS NEWS CORP NEW 2,157.0 $62K 0.00% $28.55
1412 RALLIANT CORP 849.0 $61K 0.00% $72.43
1413 RWO SPDR INDEX SHS FDS 1,221.0 $61K 0.00% $50.36 -1.0%
1414 MLN VANECK ETF TRUST 3,450.0 $61K 0.00% $17.81 -2.9%
1415 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 88.0 $61K 0.00% $697.92 -1.1%
1416 POWI POWER INTEGRATIONS INC Technology 776.0 $61K 0.00% $78.96 -34.8%
1417 NYT NEW YORK TIMES CO MTN BE Communication Services 864.0 $61K 0.00% $70.65 -3.5%
1418 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 25,975.0 $61K 0.00% $2.35 +8.1%
1419 SPGP INVESCO EXCHANGE TRADED FD T 498.0 $61K 0.00% $122.40 +3.6%
1420 AWI ARMSTRONG WORLD INDS INC NEW Industrials 382.0 $61K 0.00% $159.47 +9.8%
Page 71 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%