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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 9 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SNDK SANDISK CORP Technology 1,654.0 $3.4M 0.11% $2050.39 -27.6%
162 AVDV AMERICAN CENTY ETF TR 32,366.0 $3.3M 0.11% $103.32 +9.5%
163 DUK DUKE ENERGY CORP NEW Utilities 25,543.0 $3.3M 0.11% $128.33 -5.8%
164 DE DEERE & CO Industrials 5,210.0 $3.3M 0.11% $626.72 -0.6%
165 HWM HOWMET AEROSPACE INC Industrials 12,071.0 $3.2M 0.10% $268.57 -0.3%
166 TOTL SSGA ACTIVE ETF TR 81,106.0 $3.2M 0.10% $39.60 -1.8%
167 MTUM ISHARES TR 9,550.0 $3.2M 0.10% $336.00 -9.5%
168 FESM FIDELITY COVINGTON TRUST 66,996.0 $3.2M 0.10% $47.86 +0.4%
169 PLTR PALANTIR TECHNOLOGIES INC Technology 27,708.0 $3.2M 0.10% $115.70 +60.7%
170 NEE NEXTERA ENERGY INC Utilities 36,104.0 $3.2M 0.10% $88.66 -5.9%
171 GSY INVESCO ACTIVELY MANAGED EXC 63,508.0 $3.2M 0.10% $50.15 -0.0%
172 VDC VANGUARD WORLD FD 13,888.0 $3.2M 0.10% $228.80 +0.2%
173 IYJ ISHARES TR 19,332.0 $3.2M 0.10% $164.26 +0.0%
174 SPSM SPDR SERIES TRUST 55,436.0 $3.2M 0.10% $57.28 -0.4%
175 T AT&T INC Communication Services 145,491.0 $3.2M 0.10% $21.82 +16.5%
176 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,264.0 $3.2M 0.10% $506.43 +24.5%
177 PNC PNC FINL SVCS GROUP INC Financial Services 12,701.0 $3.1M 0.10% $246.74 -1.3%
178 SMMD ISHARES TR 34,205.0 $3.1M 0.10% $91.05 +0.7%
179 GLW CORNING INC Technology 12,174.0 $3.1M 0.10% $255.71 -40.2%
180 IYF ISHARES TR 24,245.0 $3.1M 0.10% $127.72 +7.2%
Page 9 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%