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Smartleaf Asset Management LLC

CIK
2010393
City
BOSTON
State / Country
MA

Top Portfolio Positions

2,643 positions · $1,060,324,979 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

10 quarters · across all stocks

Holdings in SOC

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Shares Held

Position Value (USD)

7 quarters on record
Report Date Value (USD) Shares
2024-09-30 $661 28
2024-12-31 $641 28
2025-03-31 $710 28
2025-06-30 $615 28
2025-09-30 $488 28
2025-12-31 $1,325 147
2026-03-31 $1,751 106