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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 5 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,405.0 $1.4M 0.05% -5K -50.4% $249.98 -1.7%
82 LRCX LAM RESEARCH CORP Technology 3,114.0 $1.3M 0.05% -5K -63.7% $433.33 -29.0%
83 TDG TRANSDIGM GROUP INC Industrials 984.0 $1.3M 0.04% -784.0 -44.3% $1332.04 -8.0%
84 DASH DOORDASH INC Communication Services 7,046.0 $1.3M 0.04% -7K -49.2% $184.53 +19.4%
85 MDA MDA SPACE LTD Technology 22,176.0 $1.3M 0.04% -5K -17.0% $58.60 -43.5%
86 TXN TEXAS INSTRS INC Technology 4,277.0 $1.3M 0.04% -602.0 -12.3% $298.07 -8.8%
87 ALAB ASTERA LABS INC Technology 2,595.0 $1.3M 0.04% -3K -53.4% $483.02 -41.0%
88 FSLR FIRST SOLAR INC Energy 5,299.0 $1.3M 0.04% -2K -26.4% $235.96 -6.0%
89 RGTI RIGETTI COMPUTING INC Technology 64,407.0 $1.2M 0.04% -7K -9.3% $19.32 -11.0%
90 ABT ABBOTT LABORATORIES Healthcare 13,533.0 $1.2M 0.04% -3K -17.9% $90.74 +26.8%
91 MCO MOODYS CORP Financial Services 2,665.0 $1.2M 0.04% -439.0 -14.1% $452.92 +11.0%
92 HOOD CALL ROBINHOOD MKTS INC COM Financial Services 12,000.0 $1.2M 0.04% -1K -7.7% $100.28 -1.7%
93 WM WASTE MGMT INC DEL Industrials 5,303.0 $1.2M 0.04% -879.0 -14.2% $222.88 +2.2%
94 SHOP SHOPIFY INC CL A SUB VTG Technology 9,692.0 $1.2M 0.04% -15K -61.0% $119.44 +24.0%
95 GNRC GENERAC HLDGS INC Industrials 3,948.0 $1.2M 0.04% -796.0 -16.8% $292.81 -29.4%
96 HPQ HP INC Technology 48,965.0 $1.1M 0.04% -17K -25.7% $21.94 +37.9%
97 HL HECLA MINING COMPANY Basic Materials 69,419.0 $1.1M 0.04% -6K -7.6% $15.43 +32.5%
98 BNTX BIONTECH SE Healthcare 11,461.0 $1.1M 0.04% -15K -57.2% $93.05 +19.9%
99 WDAY WORKDAY INC Technology 8,307.0 $1.0M 0.04% -11K -57.1% $122.42 +63.2%
100 KSS KOHLS CORP Consumer Cyclical 57,316.0 $1.0M 0.04% -7K -10.9% $17.72 +8.2%
Page 5 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%