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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 6 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EME EMCOR GROUP INC Industrials 1,221.0 $1.0M 0.04% -179.0 -12.8% $829.88 -2.9%
102 CLS CELESTICA INC Technology 2,617.0 $955K 0.03% -1K -27.9% $364.80 -17.4%
103 COIN CALL COINBASE GLOBAL INC COM Financial Services 6,500.0 $950K 0.03% -6K -48.0% $146.19 +9.6%
104 ES EVERSOURCE ENERGY Utilities 13,049.0 $943K 0.03% -14K -52.5% $72.27 -0.4%
105 KO COCA COLA CO Consumer Defensive 11,534.0 $937K 0.03% -14K -55.1% $81.27 +11.2%
106 DDOG DATADOG INC CL A Technology 3,437.0 $895K 0.03% -2K -41.2% $260.36 -10.3%
107 TEAM ATLASSIAN CORPORATION Technology 11,083.0 $862K 0.03% -12K -52.7% $77.79 +124.0%
108 ENR ENERGIZER HLDGS INC Industrials 39,813.0 $854K 0.03% -130K -76.6% $21.44 +1.3%
109 NVTS NAVITAS SEMICONDUCTOR CORP Technology 46,504.0 $833K 0.03% -20K -29.7% $17.92 -28.4%
110 MARA MARA HOLDINGS INC Financial Services 58,945.0 $819K 0.03% -53K -47.5% $13.89 -30.5%
111 INGR INGREDION INC Consumer Defensive 8,583.0 $813K 0.03% -2K -18.5% $94.71 +13.1%
112 CLSK CLEANSPARK INC Technology 55,834.0 $812K 0.03% -25K -31.1% $14.55 -19.8%
113 VLO VALERO ENERGY CORP Energy 3,086.0 $804K 0.03% -802.0 -20.6% $260.44 +33.0%
114 RKLB ROCKET LAB CORP Industrials 7,818.0 $795K 0.03% -5K -39.1% $101.65 -25.4%
115 AIG AMERICAN INTL GROUP INC Financial Services 10,576.0 $788K 0.03% -3K -24.5% $74.53 +1.6%
116 MS MORGAN STANLEY Financial Services 3,753.0 $785K 0.03% -6K -62.2% $209.04 +2.5%
117 IP INTERNATIONAL PAPER CO Consumer Cyclical 20,583.0 $784K 0.03% -2K -9.0% $38.10 +7.8%
118 ORLA ORLA MNG LTD NEW Basic Materials 80,000.0 $782K 0.03% -16K -16.8% $9.78 -3.5%
119 DUOL DUOLINGO INC CL A Technology 6,797.0 $782K 0.03% -7K -49.2% $115.02 +27.0%
120 ECL ECOLAB INC Basic Materials 2,713.0 $756K 0.03% -302.0 -10.0% $278.61 +2.5%
Page 6 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%