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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 11 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MPC MARATHON PETE CORP Energy 1,182.0 $302K 0.01% -447.0 -27.4% $255.67 +41.1%
202 VALE VALE S A Basic Materials 19,561.0 $294K 0.01% -104K -84.1% $15.04 -7.6%
203 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,127.0 $292K 0.01% -43.0 -1.0% $70.86 +5.0%
204 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,105.0 $291K 0.01% -1K -51.7% $263.26 +34.7%
205 AI C3 AI INC Technology 31,849.0 $290K 0.01% -444.0 -1.4% $9.09 +14.2%
206 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,215.0 $288K 0.01% -875.0 -21.4% $89.48 -18.9%
207 FIVN FIVE9 INC Technology 13,420.0 $286K 0.01% -9K -38.8% $21.32 +53.6%
208 CAVA CAVA GROUP INC Consumer Cyclical 3,483.0 $273K 0.01% -454.0 -11.5% $78.48 -8.8%
209 EQIX EQUINIX INC Real Estate 260.0 $271K 0.01% -122.0 -31.9% $1042.39 +3.3%
210 JBL JABIL INC Technology 702.0 $271K 0.01% -479.0 -40.6% $385.48 -16.3%
211 DXCM DEXCOM INC Healthcare 3,980.0 $268K 0.01% -12K -74.4% $67.35 +33.5%
212 BLDP BALLARD PWR SYS INC NEW Industrials 63,472.0 $266K 0.01% -25K -28.4% $4.19 -40.4%
213 NTRA NATERA INC Healthcare 976.0 $265K 0.01% -839.0 -46.2% $271.45 +19.8%
214 CNC CENTENE CORP DEL Healthcare 4,123.0 $265K 0.01% -28K -87.2% $64.19 +0.8%
215 AFRM AFFIRM HLDGS INC COM Technology 3,235.0 $264K 0.01% -54K -94.3% $81.55 -5.2%
216 VSAT VIASAT INC Technology 2,930.0 $263K 0.01% -1K -30.6% $89.81 -14.6%
217 ILMN ILLUMINA INC Healthcare 1,496.0 $263K 0.01% -1K -42.5% $175.83 +16.6%
218 ZM ZOOM COMMUNICATIONS INC Technology 2,979.0 $257K 0.01% -3K -48.2% $86.31 +24.5%
219 FOUR SHIFT4 PMTS INC Technology 5,189.0 $252K 0.01% -29K -85.0% $48.64 -3.1%
220 PRU PRUDENTIAL FINL INC Financial Services 2,334.0 $252K 0.01% -6K -73.0% $107.93 +13.2%
Page 11 of 28  ·  546 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%