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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 23 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SMTC SEMTECH CORP Technology 75.0 $12K -1K -93.6% $161.85 -22.8%
442 IVZ INVESCO LTD Financial Services 460.0 $12K -288.0 -38.5% $26.39 +18.8%
443 KMX CARMAX INC Consumer Cyclical 221.0 $12K -201.0 -47.6% $52.89 +15.4%
444 SPT SPROUT SOCIAL INC COM Technology 1,548.0 $12K -23K -93.8% $7.55 +33.4%
445 AES AES CORP Utilities 756.0 $11K -609.0 -44.6% $14.66 +0.7%
446 WCC WESCO INTL INC Industrials 32.0 $11K -16.0 -33.3% $345.44 -2.1%
447 ACGL ARCH CAP GROUP LTD Financial Services 110.0 $11K -45.0 -29.0% $97.06 +2.3%
448 WELL WELLTOWER INC Real Estate 45.0 $10K -80.0 -64.0% $226.98 +4.6%
449 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 292.0 $10K -2K -83.7% $33.39 -24.2%
450 KDP KEURIG DR PEPPER INC Consumer Defensive 294.0 $10K -2K -87.8% $32.73 -3.3%
451 RXRX RECURSION PHARMACEUTICALS IN Healthcare 2,560.0 $9K -20K -88.7% $3.67 -9.0%
452 HRL HORMEL FOODS CORP Consumer Defensive 363.0 $9K -697.0 -65.8% $24.82 -3.0%
453 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 150.0 $9K -927.0 -86.1% $59.36 -7.9%
454 POOL POOL CORP Industrials 41.0 $9K -1K -97.0% $214.90 -11.4%
455 DOV DOVER CORP Industrials 39.0 $9K -12.0 -23.5% $224.28 -10.9%
456 WAT WATERS CORP Healthcare 23.0 $9K -446.0 -95.1% $375.04 +7.9%
457 PAYX PAYCHEX INC Industrials 87.0 $9K -273.0 -75.8% $98.33 +25.0%
458 CACC CREDIT ACCEP CORP MICH Financial Services 13.0 $8K -681.0 -98.1% $636.77 -8.0%
459 WTRG ESSENTIAL UTILS INC Utilities 214.0 $8K -307.0 -58.9% $38.31 +5.5%
460 PR PERMIAN RESOURCES CORP CLASS A Energy 441.0 $8K -99.0 -18.3% $18.41 +29.7%
Page 23 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%