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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 7 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DLR DIGITAL RLTY TR INC Real Estate 4,198.0 $754K 0.03% -389.0 -8.5% $179.58 +8.2%
122 MDB MONGODB INC Technology 2,236.0 $751K 0.03% -1K -34.8% $335.90 +25.1%
123 QBTS D-WAVE QUANTUM INC Technology 31,187.0 $748K 0.03% -51K -62.2% $23.99 -21.6%
124 AMT AMERICAN TOWER CORP Real Estate 4,497.0 $736K 0.03% -5K -52.4% $163.57 +7.4%
125 XYL XYLEM INC Industrials 6,185.0 $731K 0.03% -449.0 -6.8% $118.21 -4.0%
126 BMY BRISTOL-MYERS SQUIBB CO Healthcare 12,628.0 $728K 0.03% -100K -88.8% $57.62 +13.6%
127 ROKU ROKU INC COM Communication Services 5,184.0 $716K 0.03% -1K -16.9% $138.14 +13.7%
128 HPE HEWLETT PACKARD ENTERPRISE C Technology 15,873.0 $716K 0.03% -3K -16.6% $45.11 +17.2%
129 NEE NEXTERA ENERGY INC Utilities 8,034.0 $705K 0.02% -17K -68.3% $87.77 -3.1%
130 EIX EDISON INTL Utilities 9,425.0 $702K 0.02% -8K -45.8% $74.45 +0.3%
131 CPB THE CAMPBELLS COMPANY Consumer Defensive 31,310.0 $697K 0.02% -53K -62.7% $22.27 +6.7%
132 WAL WESTERN ALLIANCE BANCORP Financial Services 8,360.0 $687K 0.02% -5K -39.6% $82.20 -3.7%
133 BWXT BWX TECHNOLOGIES INC Industrials 3,496.0 $680K 0.02% -45.0 -1.3% $194.65 -19.6%
134 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,653.0 $679K 0.02% -1K -28.6% $255.88 +26.7%
135 PAAS CALL PAN AMERN SILVER CORP Basic Materials 15,100.0 $676K 0.02% -50K -76.8% $44.79 +15.9%
136 MMM 3M CO Industrials 4,100.0 $664K 0.02% -5K -55.7% $161.91 +10.0%
137 APH AMPHENOL CORP Technology 3,640.0 $642K 0.02% -2K -34.4% $176.32 -13.2%
138 AXSM AXSOME THERAPEUTICS INC. Healthcare 2,616.0 $640K 0.02% -28.0 -1.1% $244.77 -15.0%
139 RIOT RIOT PLATFORMS INC Financial Services 23,152.0 $634K 0.02% -43K -65.1% $27.38 -23.4%
140 CMI CUMMINS INC Industrials 884.0 $630K 0.02% -131.0 -12.9% $713.21 -16.8%
Page 7 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%