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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 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 93.0 $33K 0.00% NEW $352.68 -4.3%
82 CORT CORCEPT THERAPEUTICS INC Healthcare 375.0 $33K 0.00% NEW $86.95 +35.8%
83 DLO DLOCAL LTD CLASS A Technology 2,500.0 $32K 0.00% NEW $13.00 +5.0%
84 RELY REMITLY GLOBAL INC Technology 1,435.0 $32K 0.00% NEW $22.41 +13.5%
85 ADUS ADDUS HOMECARE CORP Healthcare 314.0 $32K 0.00% NEW $100.47 +17.6%
86 NDSN NORDSON CORP Industrials 100.0 $30K 0.00% NEW $301.69 +0.8%
87 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 800.0 $30K 0.00% NEW $37.05 -23.2%
88 SST SYSTEM1 INC CL A Industrials 12,500.0 $29K 0.00% NEW $2.31 -11.7%
89 FLNC FLUENCE ENERGY INC COM Utilities 1,405.0 $28K 0.00% NEW $19.88 -40.9%
90 LSCC LATTICE SEMICONDUCTOR CORP Technology 159.0 $24K 0.00% NEW $152.96 -18.8%
91 APPF APPFOLIO INC COM Technology 150.0 $24K 0.00% NEW $160.35 +27.2%
92 LIFTOFF MOBILE INC 1,000.0 $24K 0.00% NEW $24.02
93 KYMR KYMERA THERAPEUTICS INC Healthcare 200.0 $23K 0.00% NEW $114.67 +5.9%
94 ERO ERO COPPER CORP Basic Materials 719.0 $23K 0.00% NEW $31.79 +3.7%
95 KALU KAISER ALUMINIUM CORPORATION Basic Materials 112.0 $22K 0.00% NEW $195.63 -17.6%
96 OGN ORGANON & CO Healthcare 1,390.0 $19K 0.00% NEW $13.54 +1.0%
97 CAI CARIS LIFE SCIENCES INC Healthcare 1,000.0 $18K 0.00% NEW $17.82 +17.7%
98 SKM SK TELECOM CO LTD Communication Services 546.0 $18K 0.00% NEW $32.16 +19.4%
99 DRS LEONARDO DRS INC Industrials 375.0 $16K 0.00% NEW $42.67 +3.7%
100 ZD ZIFF DAVIS INC Communication Services 300.0 $16K 0.00% NEW $52.37 +5.2%
Page 5 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%