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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 78 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 PECO PHILLIPS EDISON & CO INC Real Estate 1,129.0 $48K 0.00% $42.23 -8.4%
1542 GDDY GODADDY INC Technology 559.0 $48K 0.00% $85.24 +14.2%
1543 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 1,473.0 $48K 0.00% $32.33 +8.6%
1544 AIQ GLOBAL X FDS 739.0 $47K 0.00% $64.22 -0.2%
1545 SMR NUSCALE PWR CORP Utilities 4,624.0 $47K 0.00% $10.26 -10.3%
1546 CRUS CIRRUS LOGIC INC Technology 324.0 $47K 0.00% $146.35 -25.6%
1547 JOET VIRTUS ETF TR II 1,031.0 $47K 0.00% $45.87 -0.6%
1548 WMG WARNER MUSIC GROUP CORP Communication Services 1,776.0 $47K 0.00% $26.59 +5.9%
1549 UNFI UNITED NAT FOODS INC Consumer Defensive 1,020.0 $47K 0.00% $46.19 -4.4%
1550 LYFT LYFT INC Technology 3,087.0 $47K 0.00% $15.25 +11.4%
1551 CNX CNX RES CORP Energy 1,413.0 $47K 0.00% $33.29 +9.9%
1552 RRC RANGE RES CORP Energy 1,289.0 $47K 0.00% $36.36 +13.8%
1553 UFPI UFP INDUSTRIES INC Basic Materials 512.0 $47K 0.00% $91.41 -7.3%
1554 IRT INDEPENDENCE RLTY TR INC Real Estate 2,783.0 $47K 0.00% $16.79 -4.1%
1555 CHTR CHARTER COMMUNICATIONS INC Communication Services 319.0 $47K 0.00% $146.25 +2.6%
1556 FDT FIRST TR EXCH TRD ALPHDX FD 495.0 $47K 0.00% $94.22 +2.0%
1557 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,252.0 $47K 0.00% $37.23 -14.6%
1558 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 991.0 $47K 0.00% $46.95 +8.5%
1559 CVBF CVB FINL CORP Financial Services 2,073.0 $46K 0.00% $22.40 -1.6%
1560 SHOO MADDEN STEVEN LTD Consumer Cyclical 1,089.0 $46K 0.00% $42.57 +0.9%
Page 78 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%