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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 25 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CNM CORE & MAIN INC Industrials 105.0 $5K -562.0 -84.3% $48.25 -7.9%
482 LNTH LANTHEUS HLDGS INC Healthcare 45.0 $5K -34.0 -43.0% $110.93 -9.6%
483 ONDS ONDAS INC Technology 594.0 $5K -19K -97.0% $8.24 +1.7%
484 FLYW FLYWIRE CORPORATION Technology 271.0 $5K -3K -92.3% $17.57 +6.7%
485 OSCR OSCAR HEALTH INC Healthcare 163.0 $5K -9K -98.2% $28.52 +10.7%
486 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 50.0 $5K -150.0 -75.0% $92.08 -3.3%
487 FE FIRSTENERGY CORP Utilities 93.0 $4K -652.0 -87.5% $47.54 -0.8%
488 NOG NORTHERN OIL & GAS INC Energy 239.0 $4K -6K -95.8% $18.15 +48.3%
489 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 53.0 $4K -190.0 -78.2% $81.51 +7.3%
490 AOS SMITH A O CORP Industrials 67.0 $4K -270.0 -80.1% $62.72 -0.5%
491 AYI ACUITY INC Industrials 11.0 $4K -142.0 -92.8% $376.64 -9.3%
492 XPO XPO INC Industrials 20.0 $4K -12.0 -37.5% $205.30 -4.1%
493 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 76.0 $4K -596.0 -88.7% $52.37 -14.4%
494 PII POLARIS INC Consumer Cyclical 54.0 $4K -66.0 -55.0% $68.44 -5.9%
495 ERII ENERGY RECOVERY INC Industrials 352.0 $3K -162.0 -31.5% $9.02 -14.1%
496 MFC MANULIFE FINL CORP Financial Services 78.0 $3K -53.0 -40.5% $40.51 +4.8%
497 WSC WILLSCOT HLDGS CORP COM Industrials 105.0 $3K -4K -97.7% $28.91 -23.9%
498 DGX QUEST DIAGNOSTICS INC Healthcare 14.0 $3K -37.0 -72.5% $211.93 +13.9%
499 BDX BECTON DICKINSON & CO Healthcare 19.0 $3K -26.0 -57.8% $151.32 +24.0%
500 BRKR BRUKER CORP Healthcare 47.0 $3K -143.0 -75.3% $60.17 -0.4%
Page 25 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%