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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 7 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CHTR CHARTER COMMUNICATIONS INC Communication Services 8,008.0 $1.1M 0.04% +3K +53.6% $142.21 +4.3%
122 HEI HEICO CORP NEW Industrials 3,062.0 $1.1M 0.04% +222.0 +7.8% $356.19 +3.3%
123 ON ON SEMICONDUCTOR CORP Technology 11,279.0 $1.1M 0.04% +6K +96.3% $94.54 -16.0%
124 TDOC TELADOC HEALTH INC Healthcare 125,517.0 $1.1M 0.04% +15K +13.2% $8.48 -23.7%
125 NVO CALL NOVO-NORDISK A S Healthcare 22,000.0 $1.1M 0.04% +20K +1000.0% $47.94 -4.7%
126 HUBS HUBSPOT INC Technology 5,753.0 $1.0M 0.04% +3K +89.6% $182.51 +24.0%
127 VIAV VIAVI SOLUTIONS INC Technology 20,710.0 $989K 0.03% +710.0 +3.5% $47.75 -13.4%
128 OXY OCCIDENTAL PETE CORP Energy 19,822.0 $963K 0.03% +7K +57.0% $48.57 +23.1%
129 BEAM BEAM THERAPEUTICS INC Healthcare 27,926.0 $958K 0.03% +16K +125.8% $34.32 -22.6%
130 BN BROOKFIELD CORP Financial Services 22,028.0 $953K 0.03% +891.0 +4.2% $43.25 -2.6%
131 CF CF INDUSTRIES HOLD Basic Materials 8,758.0 $948K 0.03% +7K +580.0% $108.26 +10.6%
132 ALGN ALIGN TECHNOLOGY INC Healthcare 5,535.0 $934K 0.03% +483.0 +9.6% $168.66 -0.4%
133 PLUG PLUG PWR INC Industrials 342,825.0 $929K 0.03% +166K +93.8% $2.71 -20.3%
134 VRT VERTIV HOLDINGS CO COM Industrials 2,730.0 $914K 0.03% +290.0 +11.9% $334.82 -18.6%
135 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 15,043.0 $913K 0.03% +2K +19.1% $60.67 +24.9%
136 ITUB ITAU UNIBANCO HLDG S A Financial Services 111,000.0 $907K 0.03% +19K +20.7% $8.17 -11.0%
137 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,304.0 $899K 0.03% +4K +103.7% $123.11 +26.9%
138 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 23,101.0 $895K 0.03% +20K +689.0% $38.73 +49.2%
139 NXT NEXTPOWER INC CLASS A Technology 7,496.0 $893K 0.03% +812.0 +12.2% $119.14 -23.5%
140 INFY INFOSYS LTD Technology 83,300.0 $874K 0.03% +71K +552.2% $10.49 +12.8%
Page 7 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%