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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 83 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 CCS CENTURY COMMUNITIES INC Consumer Cyclical 546.0 $40K 0.00% $72.38 -6.3%
1642 TPL TEXAS PACIFIC LAND CORPORATI Energy 94.0 $39K 0.00% $419.98 -11.4%
1643 XMAR FIRST TR EXCHNG TRADED FD VI 925.0 $39K 0.00% $42.64 +1.7%
1644 IXG ISHARES TR 317.0 $39K 0.00% $124.37 +7.9%
1645 ACADIAN ASSET MANAGEMENT INC 553.0 $39K 0.00% $71.17
1646 ARI APOLLO COML REAL ESTATE FIN Real Estate 3,725.0 $39K 0.00% $10.52 -34.3%
1647 SPLB SPDR SERIES TRUST 1,729.0 $39K 0.00% $22.61 -5.1%
1648 GILT GILAT SATELLITE NETWORKS LTD Technology 3,000.0 $39K 0.00% $13.02 -24.4%
1649 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 449.0 $39K 0.00% $86.88 -5.3%
1650 SLGN SILGAN HLDGS INC Consumer Cyclical 841.0 $39K 0.00% $46.26 -10.5%
1651 EQR EQUITY RESIDENTIAL Real Estate 569.0 $39K 0.00% $68.34 -6.8%
1652 BKLN INVESCO EXCH TRADED FD TR II 1,913.0 $39K 0.00% $20.30 +1.2%
1653 ARCB ARCBEST CORP Industrials 265.0 $39K 0.00% $145.81 -5.1%
1654 DBJP DBX ETF TR 338.0 $39K 0.00% $114.05 +1.7%
1655 SPTM SPDR SERIES TRUST 427.0 $38K 0.00% $90.15 +3.1%
1656 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 521.0 $38K 0.00% $73.25 +6.4%
1657 HIMX HIMAX TECHNOLOGIES INC Technology 2,613.0 $38K 0.00% $14.57 -6.3%
1658 BBUS J P MORGAN EXCHANGE TRADED F 285.0 $38K 0.00% $133.54 +3.6%
1659 FTGS FIRST TR EXCHANGE-TRADED FD 1,032.0 $38K 0.00% $36.83 +6.5%
1660 QEFA SPDR INDEX SHS FDS 395.0 $38K 0.00% $96.08 +5.3%
Page 83 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%