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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 17 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MRSH MARSH & MCLENNAN COS INC Financial Services 383.0 $64K 0.00% -3K -87.6% $166.67 +14.1%
322 MTN VAIL RESORTS INC Consumer Cyclical 462.0 $63K 0.00% -78.0 -14.4% $136.15 +10.3%
323 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 1,302.0 $62K 0.00% -4K -76.0% $47.81 -9.7%
324 TENB TENABLE HLDGS INC Technology 1,636.0 $60K 0.00% -719.0 -30.5% $36.88 -7.5%
325 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1,912.0 $60K 0.00% -2K -51.8% $31.43 +0.2%
326 DEO DIAGEO PLC Consumer Defensive 745.0 $60K 0.00% -3K -77.4% $80.38 +16.8%
327 A AGILENT TECHNOLOGIES INC Healthcare 445.0 $59K 0.00% -322.0 -42.0% $132.83 +17.7%
328 RDW REDWIRE CORPORATION Industrials 4,792.0 $59K 0.00% -16K -76.8% $12.23 -3.8%
329 CGAU CENTERRA GOLD INC Basic Materials 2,547.0 $57K 0.00% -1K -28.2% $22.49 +4.4%
330 AMP AMERIPRISE FINL INC Financial Services 123.0 $56K 0.00% -77.0 -38.5% $458.76 +19.3%
331 NTLA INTELLIA THERAPEUTICS INC Healthcare 3,289.0 $56K 0.00% -5K -62.0% $16.92 -26.5%
332 D DOMINION ENERGY INC Utilities 780.0 $53K 0.00% -3K -79.7% $68.29 -1.2%
333 NUE NUCOR CORP Basic Materials 239.0 $53K 0.00% -1K -83.9% $222.75 +8.0%
334 ASAN ASANA INC Technology 7,501.0 $53K 0.00% -17K -69.6% $7.00 +35.7%
335 LPX LOUISIANA PAC CORP Basic Materials 660.0 $52K 0.00% -2K -70.2% $78.66 -6.2%
336 PTC PTC INC Technology 456.0 $52K 0.00% -65.0 -12.5% $113.61 +35.1%
337 NTAP NETAPP INC Technology 334.0 $52K 0.00% -673.0 -66.8% $154.76 +24.6%
338 SIRI SIRIUSXM HOLDINGS INC Communication Services 1,735.0 $51K 0.00% -14K -89.2% $29.54 -3.9%
339 SWK STANLEY BLACK & DECKER INC Industrials 544.0 $51K 0.00% -14K -96.3% $94.12 +5.0%
340 FCEL FUELCELL ENERGY INC Industrials 1,414.0 $51K 0.00% -1K -45.2% $36.01 -49.0%
Page 17 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%