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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 89 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 CDRE CADRE HLDGS INC Industrials 1,155.0 $32K 0.00% $27.36 +8.4%
1762 IGRO ISHARES TR 358.0 $32K 0.00% $88.24 +4.5%
1763 ELAN ELANCO ANIMAL HEALTH INC Healthcare 1,276.0 $32K 0.00% $24.74 -3.3%
1764 SDVY FIRST TR EXCHANGE TRADED FD 734.0 $32K 0.00% $43.00 +0.5%
1765 OZK BANK OZK LITTLE ROCK ARK Financial Services 609.0 $31K 0.00% $51.63 -4.9%
1766 ARCC ARES CAPITAL CORP Financial Services 1,695.0 $31K 0.00% $18.51 +8.4%
1767 WTM WHITE MTNS INS GROUP LTD Financial Services 15.0 $31K 0.00% $2090.93 +0.5%
1768 NUBD NUSHARES ETF TR 1,409.0 $31K 0.00% $22.24 -2.2%
1769 ELPC COMPANHIA PARANAENSE DE ENER Utilities 2,653.0 $31K 0.00% $11.79 -2.7%
1770 LVS LAS VEGAS SANDS CORP Consumer Cyclical 674.0 $31K 0.00% $46.37 -5.5%
1771 HR HEALTHCARE RLTY TR Real Estate 1,509.0 $31K 0.00% $20.64 -7.8%
1772 OGS ONE GAS INC Utilities 395.0 $31K 0.00% $78.82 +0.6%
1773 SPTI SPDR SERIES TRUST 1,093.0 $31K 0.00% $28.47 -1.6%
1774 COMP COMPASS INC Technology 2,590.0 $31K 0.00% $12.00 -12.0%
1775 CRK COMSTOCK RES INC Energy 2,189.0 $31K 0.00% $14.19 +1.7%
1776 JJSF J & J SNACK FOODS CORP Consumer Defensive 420.0 $31K 0.00% $73.95 +19.2%
1777 GMAR FIRST TR EXCHNG TRADED FD VI 700.0 $31K 0.00% $44.13 +2.1%
1778 CERS CERUS CORP Healthcare 10,329.0 $31K 0.00% $2.99 -11.7%
1779 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 403.0 $31K 0.00% $76.51 +12.8%
1780 ETHO AMPLIFY ETF TR 386.0 $31K 0.00% $79.78 +1.5%
Page 89 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%