SMARTLEAF ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LECO | 2K | $427.07K |
 | RXO | 2K | $27.43K |
 | GT | 2K | $13.63K |
 | ACA | 2K | $167.34K |
 | TWLO | 2K | $188.79K |
 | UCTT | 2K | $48.44K |
 | FORM | 2K | $65.25K |
 | ATO | 2K | $304.63K |
 | EVTC | 2K | $61.84K |
 | EXPD | 2K | $220.11K |
 | BYD | 2K | $156.07K |
 | LOGI | 2K | $192.42K |
 | ENSG | 2K | $305.53K |
 | COOP | 2K | $385.67K |
 | TXRH | 2K | $294.51K |
 | ASH | 2K | $83.67K |
 | CUBI | 2K | $115.13K |
 | WF | 2K | $99.88K |
 | EAT | 2K | $232.43K |
 | RARE | 2K | $52.77K |
Lincoln Electric Holdings, Inc.
LECO
Shares Held
2K
Value
$427.07K
RXO, Inc.
RXO
Shares Held
2K
Value
$27.43K
The Goodyear Tire & Rubber Company
GT
Shares Held
2K
Value
$13.63K
Arcosa, Inc.
ACA
Shares Held
2K
Value
$167.34K
Twilio Inc.
TWLO
Shares Held
2K
Value
$188.79K
Ultra Clean Holdings, Inc.
UCTT
Shares Held
2K
Value
$48.44K
FormFactor, Inc.
FORM
Shares Held
2K
Value
$65.25K
Atmos Energy Corporation
ATO
Shares Held
2K
Value
$304.63K
EVERTEC, Inc.
EVTC
Shares Held
2K
Value
$61.84K
Expeditors International of Washington, Inc.
EXPD
Shares Held
2K
Value
$220.11K
Boyd Gaming Corporation
BYD
Shares Held
2K
Value
$156.07K
Logitech International S.A.
LOGI
Shares Held
2K
Value
$192.42K
The Ensign Group, Inc.
ENSG
Shares Held
2K
Value
$305.53K
Mr. Cooper Group Inc.
COOP
Shares Held
2K
Value
$385.67K
Texas Roadhouse, Inc.
TXRH
Shares Held
2K
Value
$294.51K
Ashland Inc.
ASH
Shares Held
2K
Value
$83.67K
Customers Bancorp, Inc.
CUBI
Shares Held
2K
Value
$115.13K
Woori Financial Group Inc.
WF
Shares Held
2K
Value
$99.88K
Brinker International, Inc.
EAT
Shares Held
2K
Value
$232.43K
Ultragenyx Pharmaceutical Inc.
RARE
Shares Held
2K
Value
$52.77K