Leelyn Smith, LLC

Q2 2026 13F-HR Holdings

Location
Geneva, IL
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$822,349
Net value change ($000)
+109,291 (15.3%)
New positions
12
Sold out positions
9
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGK 13,902 24.9%
AMAT 9,635 96.7%
JSMD 8,161 27.8%
KLAC 7,700 91.0%
MOAT 5,547 11.2%
MRVL 3,941 171.1%
LIN 3,840 NEW
AMD 3,777 169.6%
LRCX 3,678 90.9%
ETN 3,424 196.7%
Top Reduces (Value $000, Stocks/ETFs)
SPHD -8,759 -100.0%
HON -5,424 -100.0%
GEHC -4,173 -100.0%
ZTS -3,726 -100.0%
XOM -1,118 -19.5%
ICE -975 -19.4%
CVX -796 -18.6%
LMT -789 -16.9%
MCD -757 -10.9%
CME -749 -22.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type