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Portfolio (Quarterly) Guide ↗

Leonteq Securities AG

· CIK 0001535950
13F Portfolio $2.9B AUM 1,308 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 127 New 393 Added 546 Reduced 131 Exited
Page 11 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HII HUNTINGTON INGALLS INDS INC Industrials 1,770.0 $495K 0.02% +609.0 +52.5% $279.89 +13.5%
202 WCN WASTE CONNECTIONS INC Industrials 2,196.0 $494K 0.02% +41.0 +1.9% $224.83 -26.4%
203 YPF YPF SOCIEDAD ANONIMA SPON ADR Energy 10,727.0 $488K 0.02% +4K +59.1% $45.47 +11.5%
204 TDY TELEDYNE TECHNOLOGIES INC Technology 715.0 $477K 0.02% +48.0 +7.2% $666.90 -0.3%
205 TSN TYSON FOODS INC Consumer Defensive 8,162.0 $467K 0.02% +727.0 +9.8% $57.25 +1.3%
206 ROP ROPER TECHNOLOGIES INC Industrials 1,380.0 $467K 0.02% +996.0 +259.4% $338.39 +16.5%
207 BBAI BIGBEAR AI HLDGS INC Technology 126,249.0 $463K 0.02% +98K +350.9% $3.67 -14.6%
208 LOW LOWES COS INC Consumer Cyclical 2,032.0 $448K 0.01% +316.0 +18.4% $220.49 -2.2%
209 ARES ARES MANAGEMENT CORPORATION Financial Services 3,947.0 $439K 0.01% +1K +48.7% $111.31 +26.1%
210 BHP BHP BILLITON LIMITED Basic Materials 5,268.0 $439K 0.01% +2K +67.9% $83.31 +6.9%
211 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,639.0 $431K 0.01% +4K +176.6% $76.40 +7.9%
212 SONY SONY GROUP CORP Technology 21,298.0 $427K 0.01% +5K +30.7% $20.06 +16.8%
213 GFL GFL ENVIRONMENTAL INC SUB VTG Industrials 8,553.0 $426K 0.01% +113.0 +1.3% $49.85 -18.8%
214 SMR NUSCALE PWR CORP CL A Utilities 40,998.0 $411K 0.01% +3K +7.1% $10.03 -14.0%
215 CLH CLEAN HARBORS INC Industrials 1,365.0 $408K 0.01% +11.0 +0.8% $298.75 +6.9%
216 BB BLACKBERRY LTD Technology 28,624.0 $407K 0.01% +16K +120.7% $14.23 -39.7%
217 RMD RESMED INC Healthcare 2,038.0 $397K 0.01% +481.0 +30.9% $194.88 +12.9%
218 DOCU DOCUSIGN INC Technology 8,772.0 $390K 0.01% +2K +23.6% $44.42 +35.1%
219 RSG REPUBLIC SVCS INC Industrials 1,812.0 $386K 0.01% +24.0 +1.3% $213.08 +1.8%
220 CBOE CBOE GLOBAL MKTS INC Financial Services 1,570.0 $381K 0.01% +1K +185.4% $242.67 +19.9%
Page 11 of 20  ·  393 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 47.4%
Consumer Cyclical 13.6%
Communication Services 11.1%
Financial Services 6.7%
Industrials 5.9%
Healthcare 4.7%
Basic Materials 4.7%
Consumer Defensive 2.3%
Energy 2.2%
Utilities 1.1%