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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 18 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PRGS PROGRESS SOFTWARE CORP Technology 1,500.0 $50K 0.00% -200.0 -11.8% $33.58 +28.7%
342 EW EDWARDS LIFESCIENCES CORP Healthcare 549.0 $50K 0.00% -1K -70.9% $90.46 -0.7%
343 COTY COTY INC COM Consumer Defensive 22,929.0 $50K 0.00% -349K -93.8% $2.16 +27.3%
344 ESAB ESAB CORPORATION Industrials 501.0 $49K 0.00% -151.0 -23.2% $98.63 -20.3%
345 LUV SOUTHWEST AIRLS CO Industrials 960.0 $49K 0.00% -7K -88.3% $51.42 -22.4%
346 SYY SYSCO CORP Consumer Defensive 583.0 $49K 0.00% -2K -74.1% $83.58 -0.6%
347 DHI D R HORTON INC Consumer Cyclical 298.0 $49K 0.00% -3K -92.0% $162.88 -9.5%
348 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 960.0 $48K 0.00% -1K -52.9% $50.03 -18.0%
349 OTIS OTIS WORLDWIDE CORP Industrials 649.0 $46K 0.00% -206.0 -24.1% $71.60 +0.2%
350 CSX CSX CORP Industrials 969.0 $46K 0.00% -704.0 -42.1% $47.53 +7.2%
351 TRV TRAVELERS COMPANIES INC Financial Services 139.0 $46K 0.00% -351.0 -71.6% $330.12 +10.4%
352 BROWN FORMAN CORP 1,710.0 $46K 0.00% -1K -46.3% $26.65
353 DHT DHT HOLDINGS INC Energy 2,709.0 $45K 0.00% -26.0 -0.9% $16.53 +19.8%
354 ARQQ ARQIT QUANTUM INC Technology 1,500.0 $45K 0.00% -225.0 -13.0% $29.72 -29.5%
355 FIVE FIVE BELOW INC Consumer Cyclical 243.0 $44K 0.00% -122.0 -33.4% $179.79 +31.4%
356 CALM CAL MAINE FOODS INC Consumer Defensive 542.0 $44K 0.00% -280.0 -34.1% $80.56 +2.3%
357 HDB HDFC BANK LTD Financial Services 1,630.0 $42K 0.00% -215K -99.2% $25.83 -9.6%
358 TSLA PUT TESLA INC Consumer Cyclical 100.0 $42K 0.00% -10K -99.0% $420.60 -17.9%
359 ROST ROSS STORES INC Consumer Cyclical 194.0 $41K 0.00% -113.0 -36.8% $212.85 +7.6%
360 CSGP COSTAR GROUP INC Real Estate 1,457.0 $41K 0.00% -3K -69.3% $28.32 +13.9%
Page 18 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%