Leelyn Smith, LLC

Q3 2026 13F-HR Holdings

Location
Geneva, IL
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$903,043
Net value change ($000)
+80,694 (9.8%)
New positions
17
Sold out positions
5
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VNLA 29,730 201.7%
PULS 29,224 209.6%
JAAA 27,413 5172.3%
MGK 6,065 8.7%
XOM 5,645 NEW
MSFT 5,179 42.3%
KHC 3,193 NEW
NN 2,996 825.3%
SCHD 2,422 4.7%
MCHP 2,266 NEW
Top Reduces (Value $000, Stocks/ETFs)
FBND -28,305 -88.5%
AMAT -6,662 -34.0%
KLAC -6,189 -38.3%
XOM -4,609 -100.0%
CSCO -4,316 -78.1%
JSMD -3,855 -10.3%
HONA -2,621 -100.0%
LRCX -2,118 -27.4%
GOOGL -1,539 -11.0%
WDAY -1,510 -100.0%
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