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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 27 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BCPC BALCHEM CORP Basic Materials 6.0 $1K -44.0 -88.0% $169.00 +6.6%
522 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 1,801.0 $1K -10K -84.3% $0.56 +12.0%
523 DVA DAVITA INC Healthcare 4.0 $890.0 -342.0 -98.8% $222.50 -20.3%
524 SNX TD SYNNEX CORPORATION Technology 3.0 $802.0 -1.0 -25.0% $267.33 -5.8%
525 BMI BADGER METER INC Technology 5.0 $742.0 -116.0 -95.9% $148.40 -11.8%
526 ALL ALLSTATE CORP Financial Services 3.0 $714.0 -204.0 -98.5% $238.00 +9.1%
527 LTBR LIGHTBRIDGE CORP Industrials 80.0 $703.0 -750.0 -90.4% $8.79 -8.4%
528 HAE HAEMONETICS CORP MASS Healthcare 9.0 $675.0 -360.0 -97.6% $75.00 +44.5%
529 EXPO EXPONENT INC Industrials 10.0 $588.0 -82.0 -89.1% $58.80 +18.9%
530 UPWK UPWORK INC Industrials 64.0 $535.0 -25K -99.7% $8.36 +4.0%
531 ABR ARBOR REALTY TRUST INC Real Estate 95.0 $515.0 -8K -98.8% $5.42 -4.6%
532 IRM IRON MTN INC DEL Real Estate 4.0 $505.0 -3K -99.9% $126.25 -3.3%
533 PINNACLE FINL PARTNERS INC 5.0 $504.0 -435.0 -98.9% $100.80
534 WMS ADVANCED DRAIN SYS INC DEL Industrials 3.0 $471.0 -746.0 -99.6% $157.00 -6.7%
535 SONO SONOS INC Technology 29.0 $392.0 -8K -99.6% $13.52 +20.4%
536 WLDN WILLDAN GROUP INC Industrials 4.0 $316.0 -378.0 -99.0% $79.00 +7.4%
537 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 3.0 $306.0 -241.0 -98.8% $102.00 +13.7%
538 BTU PEABODY ENGR CORP Energy 9.0 $208.0 -820.0 -98.9% $23.11 +16.2%
539 INGN INOGEN INC Healthcare 25.0 $161.0 -2K -98.9% $6.44 -11.8%
540 RHI ROBERT HALF INC. Industrials 5.0 $154.0 -217.0 -97.8% $30.80 +41.4%
Page 27 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%