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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 15 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MAT MATTEL INC Consumer Cyclical 8,582.0 $119K 0.00% -1K -10.6% $13.88 +6.1%
282 TRU TRANSUNION Industrials 1,633.0 $118K 0.00% -1K -42.6% $72.14 +18.0%
283 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 354.0 $117K 0.00% -1K -80.6% $330.46 -0.3%
284 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,187.0 $114K 0.00% -4K -75.1% $96.12 -50.6%
285 ENTG ENTEGRIS INC Technology 634.0 $114K 0.00% -535.0 -45.8% $179.86 -19.6%
286 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,391.0 $113K 0.00% -357.0 -20.4% $81.16 -8.1%
287 GLNG GOLAR LNG LTD Energy 2,264.0 $113K 0.00% -268.0 -10.6% $49.84 +4.6%
288 AVTR AVANTOR INC Healthcare 10,542.0 $104K 0.00% -11K -50.4% $9.90 +43.9%
289 NOV NOV INC Energy 5,593.0 $104K 0.00% -3K -36.3% $18.55 +9.3%
290 AEP AMERICAN ELEC PWR CO INC Utilities 756.0 $103K 0.00% -3K -82.1% $136.80 -8.1%
291 ETSY INC 1,358.0 $102K 0.00% -8K -85.3% $75.33
292 SIRIUSPOINT LTD 4,260.0 $102K 0.00% -760.0 -15.1% $24.00
293 HOG HARLEY DAVIDSON INC Consumer Cyclical 4,166.0 $102K 0.00% -9K -69.1% $24.46 +13.0%
294 TPR TAPESTRY INC Consumer Cyclical 682.0 $100K 0.00% -130.0 -16.0% $146.38 -11.3%
295 WWD WOODWARD INC Industrials 234.0 $100K 0.00% -3.0 -1.3% $425.44 -19.6%
296 LW LAMB WESTON HLDGS INC Consumer Defensive 2,296.0 $99K 0.00% -675.0 -22.7% $43.18 +23.8%
297 TOST TOAST INC Technology 3,486.0 $97K 0.00% -9K -72.9% $27.82 +27.0%
298 URI UNITED RENTALS INC Industrials 84.0 $95K 0.00% -369.0 -81.5% $1132.89 -3.3%
299 PEN PENUMBRA INC Healthcare 300.0 $95K 0.00% -200.0 -40.0% $315.75 +2.5%
300 BRBR BELLRING BRANDS INC Consumer Defensive 7,151.0 $93K 0.00% -2K -25.7% $12.94 -19.2%
Page 15 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%