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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 79 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 BHF BRIGHTHOUSE FINL INC Financial Services 729.0 $46K 0.00% $63.57 -15.9%
1562 MWA MUELLER WTR PRODS INC Industrials 1,773.0 $46K 0.00% $26.10 -7.6%
1563 EXPAND ENERGY CORPORATION 526.0 $46K 0.00% $87.57
1564 GDX VANECK ETF TRUST 604.0 $46K 0.00% $75.80 +29.2%
1565 LEIDOS HOLDINGS INC 455.0 $46K 0.00% $100.44
1566 ATOM ATOMERA INC Technology 6,000.0 $46K 0.00% $7.61 -44.9%
1567 SH PROSHARES TR 1,370.0 $46K 0.00% $33.26 -2.3%
1568 Z ZILLOW GROUP INC Communication Services 1,452.0 $46K 0.00% $31.38 +11.2%
1569 BBB FOODS INC 1,095.0 $45K 0.00% $41.53
1570 PRF INVESCO EXCHANGE TRADED FD T 841.0 $45K 0.00% $54.02 +3.4%
1571 SNDA SONIDA SENIOR LIVING INC Healthcare 1,144.0 $45K 0.00% $39.67 -5.7%
1572 HCMT DIREXION SHARES ETF TRUST 1,112.0 $45K 0.00% $40.78 +0.7%
1573 BSAC BANCO SANTANDER CHILE NEW Financial Services 1,397.0 $45K 0.00% $32.45 +6.6%
1574 NVMI NOVA LTD Technology 87.0 $45K 0.00% $520.39 -33.0%
1575 CRC CALIFORNIA RES CORP Energy 860.0 $45K 0.00% $52.60 -0.1%
1576 GTLS CHART INDS INC Industrials 216.0 $45K 0.00% $208.88 +0.5%
1577 APLE APPLE HOSPITALITY REIT INC Real Estate 2,665.0 $45K 0.00% $16.89 -5.6%
1578 INDB INDEPENDENT BK CORP MASS Financial Services 539.0 $45K 0.00% $83.41 -2.6%
1579 BEN FRANKLIN RESOURCES INC Financial Services 1,346.0 $45K 0.00% $33.17 +3.0%
1580 HTH HILLTOP HLDGS INC Financial Services 1,143.0 $45K 0.00% $39.05 -2.5%
Page 79 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%