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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 11 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PBR PUT PETROLEO BRASILEIRO S A Energy 100,000.0 $1.6M 0.06% $16.16 +12.5%
202 APOS APOLLO GLOBAL MGMT INC Financial Services 13,590.0 $1.6M 0.06% -4K -24.8% $118.31 -78.5%
203 JLL JONES LANG LASALLE INC Real Estate 5,141.0 $1.6M 0.06% +1K +36.8% $309.95 +19.7%
204 CALL GAMESTOP CORP 72,000.0 $1.6M 0.06% NEW $22.08
205 NET CLOUDFLARE INC CL A Technology 6,458.0 $1.6M 0.05% -838.0 -11.5% $245.28 +22.9%
206 WBD WARNER BROS DISCOVERY INC Communication Services 59,225.0 $1.6M 0.05% +27K +86.6% $26.66 +6.8%
207 MSTR CALL STRATEGY INC Technology 18,100.0 $1.6M 0.05% -11K -37.1% $86.93 +6.4%
208 WEN WENDYS CO Consumer Cyclical 182,872.0 $1.5M 0.05% -18K -8.8% $8.29 +1.8%
209 GD GENERAL DYNAMICS CORP Industrials 4,273.0 $1.5M 0.05% -1K -20.3% $354.24 +11.1%
210 USAR USA RARE EARTH INC Basic Materials 69,455.0 $1.5M 0.05% +29K +71.5% $21.58 -14.2%
211 ENPH ENPHASE ENERGY INC Energy 30,034.0 $1.5M 0.05% +4K +16.9% $49.24 -23.7%
212 C CITIGROUP INC Financial Services 10,449.0 $1.5M 0.05% -117K -91.8% $139.96 -1.6%
213 COIN PUT COINBASE GLOBAL INC COM Financial Services 10,000.0 $1.5M 0.05% NEW $146.19 +0.0%
214 LEN LENNAR CORP Consumer Cyclical 15,860.0 $1.4M 0.05% +4K +31.2% $90.49 -6.1%
215 CAT CATERPILLAR INC Industrials 1,345.0 $1.4M 0.05% -5K -79.7% $1064.92 -21.0%
216 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 41,765.0 $1.4M 0.05% -54K -56.5% $34.00 -1.9%
217 ORA ORMAT TECHNOLOGIES INC Utilities 13,018.0 $1.4M 0.05% +742.0 +6.0% $108.90 +0.7%
218 BKNG BOOKING HOLDINGS INC Consumer Cyclical 7,940.0 $1.4M 0.05% +7K +695.6% $178.24 +16.8%
219 HAL HALLIBURTON CO Energy 41,646.0 $1.4M 0.05% +13K +46.5% $33.95 +2.1%
220 ABBV ABBVIE INC Healthcare 5,558.0 $1.4M 0.05% +2K +57.5% $251.64 +2.9%
Page 11 of 64  ·  1,273 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%