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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 6 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PWR QUANTA SVCS INC Industrials 2,302.0 $1.7M 0.06% +629.0 +37.6% $720.04 -3.3%
102 JLL JONES LANG LASALLE INC Real Estate 5,141.0 $1.6M 0.06% +1K +36.8% $309.95 +20.6%
103 WBD WARNER BROS DISCOVERY INC Communication Services 59,225.0 $1.6M 0.05% +27K +86.6% $26.66 +6.8%
104 USAR USA RARE EARTH INC Basic Materials 69,455.0 $1.5M 0.05% +29K +71.5% $21.58 -13.4%
105 ENPH ENPHASE ENERGY INC Energy 30,034.0 $1.5M 0.05% +4K +16.9% $49.24 -23.3%
106 LEN LENNAR CORP Consumer Cyclical 15,860.0 $1.4M 0.05% +4K +31.2% $90.49 -5.4%
107 ORA ORMAT TECHNOLOGIES INC Utilities 13,018.0 $1.4M 0.05% +742.0 +6.0% $108.90 +1.2%
108 BKNG BOOKING HOLDINGS INC Consumer Cyclical 7,940.0 $1.4M 0.05% +7K +695.6% $178.24 +17.8%
109 HAL HALLIBURTON CO Energy 41,646.0 $1.4M 0.05% +13K +46.5% $33.95 +2.4%
110 ABBV ABBVIE INC Healthcare 5,558.0 $1.4M 0.05% +2K +57.5% $251.64 +2.5%
111 UPS UNITED PARCEL SVCS INC Industrials 12,061.0 $1.3M 0.04% +874.0 +7.8% $107.50 -5.2%
112 CTVA CORTEVA INC Basic Materials 15,083.0 $1.3M 0.04% +4K +31.8% $84.69 -7.8%
113 ADSK AUTODESK INC Technology 6,502.0 $1.3M 0.04% +2K +59.2% $194.42 +27.9%
114 AN AUTONATION INC Consumer Cyclical 6,681.0 $1.2M 0.04% +5K +409.2% $185.79 +7.0%
115 RDDT REDDIT INC Communication Services 6,790.0 $1.2M 0.04% +1K +17.6% $173.58 -9.0%
116 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 29,900.0 $1.2M 0.04% +15K +95.3% $38.96 +6.0%
117 CDE COEUR MNG INC Basic Materials 70,181.0 $1.1M 0.04% +37K +110.2% $16.32 +13.7%
118 KGC KINROSS GOLD CORP Basic Materials 48,446.0 $1.1M 0.04% +35K +262.0% $23.62 +15.1%
119 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,924.0 $1.1M 0.04% +798.0 +25.5% $290.59 -3.7%
120 ONTO ONTO INNOVATION INC Technology 3,012.0 $1.1M 0.04% +2K +113.3% $378.45 -16.5%
Page 6 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%