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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 2 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CEREBRAS SYSTEMS INC COM 4,722.0 $1.0M 0.04% NEW $221.00
22 SITM SITIME CORP Technology 1,303.0 $971K 0.03% NEW $745.56 -17.0%
23 FOXA FOX CORP CL A Communication Services 14,635.0 $763K 0.03% NEW $52.16 +30.3%
24 HONEYWELL INTL INC 3,336.0 $747K 0.03% NEW $223.88
25 PUT SPACE EXPLORATION TECHN CORP 4,300.0 $734K 0.03% NEW $170.72
26 LCID CALL LUCID GROUP INC Consumer Cyclical 105,000.0 $702K 0.02% NEW $6.69 -11.5%
27 MRK PUT MERCK & CO INC Healthcare 5,000.0 $642K 0.02% NEW $128.50 +18.5%
28 VECO VEECO INSTRS INC DEL Technology 8,000.0 $606K 0.02% NEW $75.80 -37.4%
29 STM STMICROELECTRONICS N V Technology 8,000.0 $599K 0.02% NEW $74.89 -32.7%
30 MRVL CALL MARVELL TECHNOLOGY INC Technology 2,000.0 $596K 0.02% NEW $297.89 -20.3%
31 HONEYWELL AEROSPACE INC 2,507.0 $554K 0.02% NEW $221.08
32 ADBE PUT ADOBE INC Technology 2,500.0 $513K 0.02% NEW $205.02 +32.9%
33 PURR HYPERLIQUID STRATEGIES INC Basic Materials 64,498.0 $508K 0.02% NEW $7.87 +19.3%
34 UEC URANIUM ENERGY CORP Energy 43,000.0 $458K 0.02% NEW $10.66 +9.1%
35 EQX EQUINOX GOLD CORP Basic Materials 46,125.0 $452K 0.02% NEW $9.81 +29.1%
36 KASPI KZ JSC 4,800.0 $416K 0.01% NEW $86.64
37 XLK CALL SELECT SECTOR SPDR TR 2,000.0 $381K 0.01% NEW $190.52 -3.6%
38 DUPONT DE NEMOURS INC 2,526.0 $343K 0.01% NEW $135.64
39 OCEANAGOLD CORP 9,000.0 $320K 0.01% NEW $35.51
40 KEEL KEEL INFRASTRUCTURE CORP COM Technology 53,000.0 $304K 0.01% NEW $5.74 -43.4%
Page 2 of 7  ·  127 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%