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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 13 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ZG ZILLOW GROUP INC Communication Services 8,538.0 $268K 0.01% +4K +79.3% $31.37 +12.5%
242 AVY AVERY DENNISON CORP Industrials 1,645.0 $267K 0.01% +44.0 +2.8% $162.35 +9.5%
243 F FORD MTR CO Consumer Cyclical 19,099.0 $265K 0.01% +11K +137.2% $13.90 +0.3%
244 GPN GLOBAL PMTS INC Industrials 3,520.0 $255K 0.01% +83.0 +2.4% $72.56 +24.5%
245 KBR KBR INC Industrials 7,357.0 $254K 0.01% +4K +147.5% $34.53 +8.9%
246 ACM AECOM Industrials 3,534.0 $247K 0.01% +184.0 +5.5% $69.80 -11.6%
247 CPRT COPART INC Industrials 8,602.0 $242K 0.01% +2K +28.5% $28.19 +11.8%
248 GAP GAP INC Consumer Cyclical 12,449.0 $233K 0.01% +8K +175.8% $18.68 +7.5%
249 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,667.0 $230K 0.01% +946.0 +55.0% $86.20 -1.7%
250 RIVN RIVIAN AUTOMOTIVE INC COM Consumer Cyclical 12,801.0 $222K 0.01% +2K +13.3% $17.35 -14.8%
251 AMKR AMKOR TECHNOLOGY INC Technology 2,545.0 $219K 0.01% +1K +79.0% $86.23 -36.4%
252 AFL AFLAC INC Financial Services 1,832.0 $215K 0.01% +1K +197.9% $117.25 +3.8%
253 THRM GENTHERM INC Consumer Cyclical 6,260.0 $214K 0.01% +971.0 +18.4% $34.11 +23.5%
254 CTAS CINTAS CORP Industrials 1,255.0 $213K 0.01% +669.0 +114.2% $170.08 +17.3%
255 APA APA CORPORATION Energy 6,438.0 $210K 0.01% +4K +147.3% $32.57 +30.1%
256 QLYS QUALYS INC Technology 1,520.0 $209K 0.01% +316.0 +26.2% $137.49 +36.7%
257 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 3,598.0 $206K 0.01% +127.0 +3.7% $57.22 +17.1%
258 FMC FMC CORP Basic Materials 17,642.0 $203K 0.01% +9K +108.1% $11.50 -12.0%
259 ULTA ULTA BEAUTY INC Consumer Cyclical 448.0 $202K 0.01% +237.0 +112.3% $450.98 +14.6%
260 RRX REGAL REXNORD CORPORATION Industrials 810.0 $193K 0.01% +156.0 +23.9% $238.19 -27.8%
Page 13 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%