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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 26 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 RDNT RADNET INC Healthcare 43.0 $3K -2K -97.9% $61.67 +19.7%
502 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 186.0 $2K -2K -91.9% $13.28 -17.4%
503 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 96.0 $2K -1K -91.3% $24.83 -11.4%
504 OLED UNIVERSAL DISPLAY CORP Technology 27.0 $2K -4K -99.3% $86.56 -2.4%
505 MRVI MARAVAI LIFESCIENCES HLDGS I COM Healthcare 361.0 $2K -678.0 -65.3% $6.24 -8.0%
506 KVUE KENVUE INC Consumer Defensive 116.0 $2K -412.0 -78.0% $19.11 -1.6%
507 IMCR IMMUNOCORE HLDGS PLC Healthcare 63.0 $2K -741.0 -92.2% $31.75 +13.5%
508 CDW CDW CORP Technology 14.0 $2K -93.0 -86.9% $140.64 -4.0%
509 BLSH BULLISH ORD Technology 81.0 $2K -2K -95.7% $23.43 +5.1%
510 GFS GLOBALFOUNDRIES INC Technology 23.0 $2K -688.0 -96.8% $82.39 -39.4%
511 BEPC BROOKFIELD RENEWABLE CORP Utilities 51.0 $2K -8K -99.4% $37.12 -9.7%
512 TWST TWIST BIOSCIENCE CORP Healthcare 17.0 $2K -2.0 -10.5% $102.88 +12.8%
513 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 14.0 $2K -81.0 -85.3% $123.29 +5.6%
514 GDDY GODADDY INC Technology 20.0 $2K -209.0 -91.3% $84.90 +12.8%
515 RF REGIONS FINANCIAL CORP NEW Financial Services 52.0 $2K -712.0 -93.2% $30.19 +5.0%
516 CL COLGATE PALMOLIVE CO Consumer Defensive 17.0 $2K -466.0 -96.5% $91.71 -0.3%
517 DOCS DOXIMITY INC Healthcare 74.0 $2K -3K -97.5% $20.74 +20.2%
518 CSL CARLISLE COS INC Industrials 4.0 $1K -801.0 -99.5% $362.75 -1.8%
519 LBRDK LIBERTY BROADBAND CORP Communication Services 43.0 $1K -695.0 -94.2% $33.26 +5.3%
520 TXG 10X GENOMICS INC CL A Healthcare 31.0 $1K -41.0 -56.9% $38.35 +45.0%
Page 26 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%