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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 16 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BKSY BLACKSKY TECHNOLOGY INC Technology 3,146.0 $88K 0.00% -19K -85.7% $27.92 -4.3%
302 XMTR XOMETRY INC CLASS A Industrials 900.0 $87K 0.00% -100.0 -10.0% $96.52 -13.9%
303 RKT ROCKET COS INC COM Financial Services 5,217.0 $82K 0.00% -4K -42.8% $15.75 -10.7%
304 LECO LINCOLN ELEC HLDGS INC Industrials 306.0 $81K 0.00% -31.0 -9.2% $265.51 +4.3%
305 OUSTER INC 1,298.0 $81K 0.00% -7K -84.0% $62.52
306 SCCO SOUTHERN COPPER CORP Basic Materials 459.0 $80K 0.00% -101.0 -18.0% $174.26 +14.0%
307 BRO BROWN & BROWN INC Financial Services 1,200.0 $77K 0.00% -5K -79.5% $64.15 +12.4%
308 VRSK VERISK ANALYTICS INC Industrials 425.0 $76K 0.00% -345.0 -44.8% $179.53 +4.5%
309 PG PROCTER & GAMBLE CO Consumer Defensive 519.0 $76K 0.00% -6K -92.1% $146.64 -2.5%
310 MAR MARRIOTT INTL INC NEW Consumer Cyclical 202.0 $75K 0.00% -112.0 -35.7% $370.59 -3.8%
311 HUM HUMANA INC Healthcare 188.0 $75K 0.00% -8K -97.7% $397.22 -4.2%
312 ITW ILLINOIS TOOL WKS INC Industrials 275.0 $74K 0.00% -149.0 -35.1% $270.47 +4.5%
313 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 183.0 $74K 0.00% -20.0 -9.8% $401.84 -0.8%
314 VRNS VARONIS SYS INC Technology 1,691.0 $71K 0.00% -499.0 -22.8% $41.96 -2.6%
315 INOD INNODATA INC Technology 900.0 $68K 0.00% -5K -84.0% $75.58 -16.9%
316 TTEK TETRA TECH INC NEW Industrials 2,349.0 $68K 0.00% -322.0 -12.1% $28.89 +26.6%
317 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 394.0 $66K 0.00% -81.0 -17.1% $168.54 -9.3%
318 ALK ALASKA AIR GROUP INC Industrials 1,268.0 $66K 0.00% -2K -61.2% $52.20 -23.0%
319 EXPAND ENERGY CORPORATION 724.0 $66K 0.00% -19.0 -2.6% $91.19
320 SO SOUTHERN CO Utilities 680.0 $65K 0.00% -2K -74.4% $95.71 -4.5%
Page 16 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%