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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 92 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 ALAB ASTERA LABS INC Technology 63.0 $29K 0.00% $455.95 -34.9%
1822 DNLI DENALI THERAPEUTICS INC Healthcare 1,107.0 $29K 0.00% $25.89 -8.2%
1823 FRMI FERMI INC Utilities 3,030.0 $29K 0.00% $9.45 -47.4%
1824 FEM FIRST TR EXCH TRD ALPHDX FD 903.0 $29K 0.00% $31.64 +4.3%
1825 ZG ZILLOW GROUP INC 908.0 $29K 0.00% $31.39
1826 WERN WERNER ENTERPRISES INC Industrials 649.0 $28K 0.00% $43.73 -10.4%
1827 SM SM ENERGY COMPANY Energy 1,078.0 $28K 0.00% $26.16 +42.1%
1828 MANU MANCHESTER UTD PLC NEW Communication Services 1,220.0 $28K 0.00% $23.11 -5.8%
1829 IYZ ISHARES TR 660.0 $28K 0.00% $42.47 +1.5%
1830 HUBG HUB GROUP INC Industrials 636.0 $28K 0.00% $43.98 -9.3%
1831 MATW MATTHEWS INTL CORP Industrials 1,048.0 $28K 0.00% $26.61 -21.9%
1832 PCQ PIMCO CALIF MUN INCOME FD Financial Services 3,120.0 $28K 0.00% $8.93 -3.1%
1833 KRC KILROY REALTY CORP Real Estate 722.0 $28K 0.00% $38.40 -5.5%
1834 SUPN SUPERNUS PHARMACEUTICALS Healthcare 592.0 $28K 0.00% $46.80 -5.5%
1835 FPEI FIRST TR EXCH TRADED FD III 1,437.0 $28K 0.00% $19.27 -1.4%
1836 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 449.0 $28K 0.00% $61.63 -31.6%
1837 EE EXCELERATE ENERGY INC Utilities 747.0 $28K 0.00% $37.04 +7.0%
1838 TXG 10X GENOMICS INC Healthcare 743.0 $28K 0.00% $37.15 +68.1%
1839 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 541.0 $28K 0.00% $50.99 -13.1%
1840 AIN ALBANY INTL CORP Consumer Cyclical 363.0 $27K 0.00% $75.49 -26.6%
Page 92 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%