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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 5 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GDS GDS HLDGS LTD Technology 79,117.0 $2.4M 0.08% +78K +10000.0% $30.03 +11.1%
82 COHR COHERENT CORP Technology 5,949.0 $2.3M 0.08% +2K +45.8% $394.47 -21.9%
83 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 20,100.0 $2.3M 0.08% +100.0 +0.5% $116.67 +46.9%
84 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,598.0 $2.3M 0.08% +539.0 +13.3% $501.36 +18.0%
85 CCJ CAMECO CORP Energy 21,313.0 $2.3M 0.08% +3K +13.7% $107.03 -10.5%
86 CSCO CISCO SYS INC Technology 19,047.0 $2.2M 0.08% +1K +5.6% $117.46 -5.0%
87 AVAV AEROVIRONMENT INC Industrials 13,391.0 $2.2M 0.08% +6K +86.0% $165.07 +5.5%
88 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,433.0 $2.2M 0.08% +173.0 +4.1% $496.73 +6.1%
89 GILD GILEAD SCIENCES INC Healthcare 17,286.0 $2.2M 0.07% +6K +52.7% $126.34 +13.2%
90 FISV FISERV INC Technology 42,344.0 $2.1M 0.07% +6K +15.1% $49.05 +6.9%
91 TTD THE TRADE DESK INC COM Technology 109,703.0 $2.0M 0.07% +5K +5.1% $18.08 -26.2%
92 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 38,822.0 $1.9M 0.07% +32K +479.1% $49.86 +24.6%
93 AWK AMERICAN WTR WKS CO INC NEW Utilities 14,163.0 $1.9M 0.06% +4K +42.4% $131.58 +4.1%
94 SOFI SOFI TECHNOLOGIES INC Financial Services 101,166.0 $1.8M 0.06% +28K +37.5% $17.93 -0.9%
95 BKR BAKER HUGHES COMPANY Energy 31,541.0 $1.8M 0.06% +4K +16.2% $55.50 +16.5%
96 WPM WHEATON PRECIOUS METALS CORP Basic Materials 15,584.0 $1.8M 0.06% +8K +111.4% $112.32 +18.7%
97 UUUU ENERGY FUELS INC Energy 95,266.0 $1.7M 0.06% +41K +76.2% $18.22 -22.1%
98 BBD BANCO BRADESCO S A Financial Services 479,288.0 $1.7M 0.06% +306K +176.9% $3.47 -11.8%
99 TCOM TRIP COM GROUP LTD Consumer Cyclical 41,739.0 $1.7M 0.06% +29K +216.9% $39.84 +11.9%
100 SNAP SNAP INC Communication Services 373,345.0 $1.7M 0.06% +55K +17.1% $4.44 +16.0%
Page 5 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%