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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 19 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VRSN VERISIGN INC Technology 162.0 $41K 0.00% -683.0 -80.8% $251.56 +10.1%
362 CWST CASELLA WASTE SYS INC Industrials 419.0 $41K 0.00% -42.0 -9.1% $96.97 -4.0%
363 WAB WABTEC Industrials 150.0 $40K 0.00% -1K -88.3% $269.60 +8.4%
364 PAYO PAYONEER GLOBAL INC Technology 5,647.0 $40K 0.00% -849.0 -13.1% $7.12 -0.4%
365 INSW INTERNATIONAL SEAWAYS INC Energy 521.0 $40K 0.00% -19.0 -3.5% $76.59 +29.7%
366 EMBJ EMBRAER S.A. Industrials 621.0 $40K 0.00% -680.0 -52.3% $63.80 +17.7%
367 XEL XCEL ENERGY INC Utilities 493.0 $40K 0.00% -432.0 -46.7% $80.20 -1.9%
368 BR BROADRIDGE FINL SOLUTIONS IN Technology 285.0 $39K 0.00% -330.0 -53.7% $136.95 +30.3%
369 RJF RAYMOND JAMES FINL INC Financial Services 256.0 $39K 0.00% -351.0 -57.8% $152.03 +13.4%
370 CARR CARRIER GLOBAL CORPORATION Industrials 528.0 $39K 0.00% -10K -94.8% $73.35 -18.0%
371 FNV FRANCO NEV CORP Basic Materials 182.0 $38K 0.00% -82.0 -31.1% $208.44 +23.8%
372 ATRO ASTRONICS CORP Industrials 461.0 $37K 0.00% -67.0 -12.7% $81.26 -6.4%
373 DAR DARLING INGREDIENTS INC Consumer Defensive 682.0 $37K 0.00% -51.0 -7.0% $54.62 +24.2%
374 IAG IAMGOLD CORP Basic Materials 2,338.0 $37K 0.00% -12K -83.7% $15.84 +29.4%
375 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 68.0 $37K 0.00% -50.0 -42.4% $541.82 -3.8%
376 YETI YETI HLDGS INC Consumer Cyclical 738.0 $37K 0.00% -3K -77.9% $49.56 -11.2%
377 MANH MANHATTAN ASSOCIATES INC Technology 261.0 $36K 0.00% -277.0 -51.5% $139.25 +51.7%
378 SFM SPROUTS FMRS MKT INC Consumer Defensive 428.0 $36K 0.00% -140.0 -24.6% $84.58 -7.3%
379 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 1,063.0 $36K 0.00% -5K -82.7% $33.88 +8.6%
380 PCAR PACCAR INC Industrials 294.0 $35K 0.00% -301.0 -50.6% $120.12 +7.3%
Page 19 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%