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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 95 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 DMAR FIRST TR EXCHNG TRADED FD VI 566.0 $25K 0.00% $44.65 +1.9%
1882 BANF BANCFIRST CORP Financial Services 224.0 $25K 0.00% $112.27 -2.7%
1883 ASTS AST SPACEMOBILE INC Technology 288.0 $25K 0.00% $86.77 -31.9%
1884 PBT PERMIAN BASIN RTY TR Energy 1,000.0 $25K 0.00% $24.96 +35.3%
1885 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 345.0 $25K 0.00% $72.33 +4.3%
1886 FIRST TR EXCHNG TRADED FD VI 611.0 $25K 0.00% $40.70
1887 NGS NATURAL GAS SVCS GROUP INC Energy 580.0 $25K 0.00% $42.77 -17.7%
1888 TDAY USA TODAY CO INC Communication Services 2,864.0 $25K 0.00% $8.65 -27.3%
1889 FAF FIRST AMERN FINL CORP Financial Services 360.0 $25K 0.00% $68.78 +7.5%
1890 JOE ST JOE CO Real Estate 393.0 $25K 0.00% $62.97 +5.0%
1891 ONB OLD NATL BANCORP IND Financial Services 959.0 $25K 0.00% $25.80 -0.9%
1892 VIKING HOLDINGS LTD 235.0 $25K 0.00% $104.95
1893 LINC LINCOLN EDL SVCS CORP Consumer Defensive 500.0 $25K 0.00% $49.31 -49.0%
1894 AAT AMERICAN ASSETS TR INC Real Estate 991.0 $25K 0.00% $24.85 -9.6%
1895 SGOL ETFS GOLD TR Financial Services 642.0 $25K 0.00% $38.24 +10.9%
1896 CVSA COVISTA INC Consumer Cyclical 198.0 $25K 0.00% $123.85 +6.8%
1897 FEP FIRST TR EXCH TRD ALPHDX FD 431.0 $24K 0.00% $56.84 +6.0%
1898 MEOH METHANEX CORP Basic Materials 502.0 $24K 0.00% $48.80 +20.8%
1899 ALTG ALTA EQUIPMENT GROUP INC Industrials 3,616.0 $24K 0.00% $6.76 -12.7%
1900 CYRX CRYOPORT INC Industrials 1,500.0 $24K 0.00% $16.28 -1.7%
Page 95 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%