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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 74 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 ELF E L F BEAUTY INC Consumer Defensive 801.0 $56K 0.00% $69.91 +55.3%
1462 GRAB GRAB HOLDINGS LIMITED Technology 14,936.0 $56K 0.00% $3.74 -5.1%
1463 LNTH LANTHEUS HLDGS INC Healthcare 508.0 $56K 0.00% $109.58 -7.8%
1464 ANAB ANAPTYSBIO INC Healthcare 840.0 $55K 0.00% $65.97 -14.9%
1465 KINIKSA PHARMACEUTICALS INTL 887.0 $55K 0.00% $62.41
1466 FELC FIDELITY COVINGTON TRUST 1,321.0 $55K 0.00% $41.62 +4.7%
1467 BOH BANK HAWAII CORP Financial Services 676.0 $55K 0.00% $80.82 -5.9%
1468 NUKZ EXCHANGE TRADED CONCEPTS TRU 800.0 $55K 0.00% $68.23 -5.4%
1469 IDCC INTERDIGITAL INC Technology 197.0 $55K 0.00% $277.07 +21.3%
1470 FTSM FIRST TR EXCHANGE-TRADED FD 906.0 $54K 0.00% $59.93 -0.4%
1471 U UNITY SOFTWARE INC Technology 1,908.0 $54K 0.00% $28.31 +48.1%
1472 ISHARES TR 1,095.0 $54K 0.00% $49.29
1473 EPR EPR PPTYS Real Estate 911.0 $54K 0.00% $59.02 +0.1%
1474 LXP INDUSTRIAL TRUST 972.0 $54K 0.00% $55.27
1475 CBT CABOT CORP Basic Materials 594.0 $54K 0.00% $90.39 -8.7%
1476 FCPT FOUR CORNERS PPTY TR INC Real Estate 2,117.0 $54K 0.00% $25.36 -1.8%
1477 CNK CINEMARK HLDGS INC Communication Services 1,632.0 $53K 0.00% $32.71 +9.5%
1478 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 686.0 $53K 0.00% $77.72 -10.2%
1479 DXPE DXP ENTERPRISES INC Industrials 327.0 $53K 0.00% $162.97 +12.8%
1480 CORT CORCEPT THERAPEUTICS INC Healthcare 606.0 $53K 0.00% $87.89 +27.8%
Page 74 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%