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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 97 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 364.0 $24K 0.00% $64.69 -2.4%
1922 PEGA PEGASYSTEMS INC Technology 773.0 $24K 0.00% $30.45 +20.5%
1923 CBZ CBIZ INC Industrials 726.0 $23K 0.00% $32.33 +68.3%
1924 DFIP DIMENSIONAL ETF TRUST 563.0 $23K 0.00% $41.42 -3.0%
1925 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 1,239.0 $23K 0.00% $18.79 -11.2%
1926 GOLD GOLD COM INC Financial Services 562.0 $23K 0.00% $41.15 +4.9%
1927 UUUU ENERGY FUELS INC Energy 1,582.0 $23K 0.00% $14.59 -2.5%
1928 EELV INVESCO EXCH TRADED FD TR II 823.0 $23K 0.00% $28.00 +3.1%
1929 EWU ISHARES TR 499.0 $23K 0.00% $46.15 +4.4%
1930 SIX FLAGS ENTERTAINMENT CORP 1,119.0 $23K 0.00% $20.56
1931 TSAT TELESAT CORP Technology 500.0 $23K 0.00% $46.00 -6.7%
1932 EWW ISHARES INC 302.0 $23K 0.00% $76.12 -0.6%
1933 PHIN PHINIA INC Consumer Cyclical 281.0 $23K 0.00% $81.33 -17.8%
1934 CAMT CAMTEK LTD Technology 145.0 $23K 0.00% $157.32 -18.5%
1935 CURB CURBLINE PPTYS CORP Real Estate 727.0 $23K 0.00% $31.27 -5.4%
1936 COCO VITA COCO CO INC Consumer Defensive 313.0 $23K 0.00% $72.53 -20.0%
1937 JPRE J P MORGAN EXCHANGE TRADED F 426.0 $23K 0.00% $53.23 -1.6%
1938 RBB RBB BANCORP Financial Services 828.0 $23K 0.00% $27.34 -5.4%
1939 SOUTHSTATE BK CORP 226.0 $23K 0.00% $100.04
1940 AQN ALGONQUIN POWER & UTILITIES Utilities 3,779.0 $23K 0.00% $5.97 -5.2%
Page 97 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%