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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 13 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 WM WASTE MGMT INC DEL Industrials 5,303.0 $1.2M 0.04% -879.0 -14.2% $222.88 +1.0%
242 RDDT REDDIT INC Communication Services 6,790.0 $1.2M 0.04% +1K +17.6% $173.58 -12.6%
243 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 29,900.0 $1.2M 0.04% +15K +95.3% $38.96 +9.1%
244 SHOP SHOPIFY INC CL A SUB VTG Technology 9,692.0 $1.2M 0.04% -15K -61.0% $119.44 +22.7%
245 GNRC GENERAC HLDGS INC Industrials 3,948.0 $1.2M 0.04% -796.0 -16.8% $292.81 -28.0%
246 CDE COEUR MNG INC Basic Materials 70,181.0 $1.1M 0.04% +37K +110.2% $16.32 +28.2%
247 KGC KINROSS GOLD CORP Basic Materials 48,446.0 $1.1M 0.04% +35K +262.0% $23.62 +26.6%
248 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,924.0 $1.1M 0.04% +798.0 +25.5% $290.59 -4.6%
249 ONTO ONTO INNOVATION INC Technology 3,012.0 $1.1M 0.04% +2K +113.3% $378.45 -20.9%
250 CHTR CHARTER COMMUNICATIONS INC Communication Services 8,008.0 $1.1M 0.04% +3K +53.6% $142.21 +7.2%
251 HEI HEICO CORP NEW Industrials 3,062.0 $1.1M 0.04% +222.0 +7.8% $356.19 +2.0%
252 HPQ HP INC Technology 48,965.0 $1.1M 0.04% -17K -25.7% $21.94 +36.5%
253 HL HECLA MINING COMPANY Basic Materials 69,419.0 $1.1M 0.04% -6K -7.6% $15.43 +33.1%
254 BNTX BIONTECH SE Healthcare 11,461.0 $1.1M 0.04% -15K -57.2% $93.05 +21.6%
255 ON ON SEMICONDUCTOR CORP Technology 11,279.0 $1.1M 0.04% +6K +96.3% $94.54 -19.0%
256 TDOC TELADOC HEALTH INC Healthcare 125,517.0 $1.1M 0.04% +15K +13.2% $8.48 -21.5%
257 NVO CALL NOVO-NORDISK A S Healthcare 22,000.0 $1.1M 0.04% +20K +1000.0% $47.94 -3.0%
258 HUBS HUBSPOT INC Technology 5,753.0 $1.0M 0.04% +3K +89.6% $182.51 +32.4%
259 CEREBRAS SYSTEMS INC COM 4,722.0 $1.0M 0.04% NEW $221.00
260 WDAY WORKDAY INC Technology 8,307.0 $1.0M 0.04% -11K -57.1% $122.42 +62.1%
Page 13 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%