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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 9 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DE DEERE & CO Industrials 1,063.0 $674K 0.02% +43.0 +4.2% $634.33 -7.2%
162 PATH UIPATH INC Technology 61,753.0 $671K 0.02% +23K +58.4% $10.87 +43.3%
163 GALAXY DIGITAL INC. 24,415.0 $668K 0.02% +16K +205.8% $27.34
164 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7,339.0 $661K 0.02% +2K +42.1% $90.01 +14.9%
165 MGA MAGNA INTL INC Consumer Cyclical 9,996.0 $656K 0.02% +10K +10000.0% $65.66 +7.0%
166 SCHW SCHWAB CHARLES CORP Financial Services 7,109.0 $656K 0.02% +611.0 +9.4% $92.27 +21.0%
167 SAP SAP SE Technology 4,236.0 $653K 0.02% +343.0 +8.8% $154.11 +36.6%
168 AMGN AMGEN INC Healthcare 1,789.0 $648K 0.02% +314.0 +21.3% $362.12 +17.4%
169 LEIDOS HOLDINGS INC 6,237.0 $642K 0.02% +879.0 +16.4% $102.97
170 POR PORTLAND GEN ELEC CO Utilities 12,247.0 $635K 0.02% +959.0 +8.5% $51.83 -2.5%
171 SHAK SHAKE SHACK INC Consumer Cyclical 11,296.0 $633K 0.02% +7K +152.8% $56.02 +26.7%
172 UNP UNION PAC CORP Industrials 2,326.0 $633K 0.02% +934.0 +67.1% $272.00 +9.8%
173 MCK MCKESSON CORP Healthcare 834.0 $630K 0.02% +471.0 +129.8% $755.60 +15.0%
174 IT GARTNER INC Technology 4,836.0 $627K 0.02% +272.0 +6.0% $129.62 +40.5%
175 CELH CELSIUS HLDGS INC Consumer Defensive 21,248.0 $622K 0.02% +5K +31.4% $29.28 +2.1%
176 NU NU HLDGS LTD ORD Financial Services 46,551.0 $622K 0.02% +11K +32.3% $13.36 +7.4%
177 KR KROGER CO Consumer Defensive 11,064.0 $614K 0.02% +5K +79.3% $55.53 +1.5%
178 STLD STEEL DYNAMICS INC Basic Materials 2,551.0 $585K 0.02% +1K +78.0% $229.46 +8.9%
179 PLD PROLOGIS INC. Real Estate 4,297.0 $582K 0.02% +4K +2092.3% $135.47 +3.4%
180 TM TOYOTA MOTOR CORP Consumer Cyclical 3,358.0 $566K 0.02% +2K +219.5% $168.42 +11.8%
Page 9 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%