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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 14 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KSS KOHLS CORP Consumer Cyclical 57,316.0 $1.0M 0.04% -7K -10.9% $17.72 +6.3%
262 EME EMCOR GROUP INC Industrials 1,221.0 $1.0M 0.04% -179.0 -12.8% $829.88 -2.9%
263 VIAV VIAVI SOLUTIONS INC Technology 20,710.0 $989K 0.03% +710.0 +3.5% $47.75 -18.9%
264 SITM SITIME CORP Technology 1,303.0 $971K 0.03% NEW $745.56 -17.0%
265 OXY OCCIDENTAL PETE CORP Energy 19,822.0 $963K 0.03% +7K +57.0% $48.57 +23.7%
266 BEAM BEAM THERAPEUTICS INC Healthcare 27,926.0 $958K 0.03% +16K +125.8% $34.32 -15.3%
267 CLS CELESTICA INC Technology 2,617.0 $955K 0.03% -1K -27.9% $364.80 -17.4%
268 BN BROOKFIELD CORP Financial Services 22,028.0 $953K 0.03% +891.0 +4.2% $43.25 -2.5%
269 COIN CALL COINBASE GLOBAL INC COM Financial Services 6,500.0 $950K 0.03% -6K -48.0% $146.19 +9.6%
270 CF CF INDUSTRIES HOLD Basic Materials 8,758.0 $948K 0.03% +7K +580.0% $108.26 +9.9%
271 ES EVERSOURCE ENERGY Utilities 13,049.0 $943K 0.03% -14K -52.5% $72.27 -0.4%
272 KO COCA COLA CO Consumer Defensive 11,534.0 $937K 0.03% -14K -55.1% $81.27 +11.2%
273 ALGN ALIGN TECHNOLOGY INC Healthcare 5,535.0 $934K 0.03% +483.0 +9.6% $168.66 -3.3%
274 PLUG PLUG PWR INC Industrials 342,825.0 $929K 0.03% +166K +93.8% $2.71 -17.0%
275 VRT VERTIV HOLDINGS CO COM Industrials 2,730.0 $914K 0.03% +290.0 +11.9% $334.82 -22.0%
276 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 15,043.0 $913K 0.03% +2K +19.1% $60.67 +29.9%
277 ITUB ITAU UNIBANCO HLDG S A Financial Services 111,000.0 $907K 0.03% +19K +20.7% $8.17 -9.8%
278 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,304.0 $899K 0.03% +4K +103.7% $123.11 +27.7%
279 DDOG DATADOG INC CL A Technology 3,437.0 $895K 0.03% -2K -41.2% $260.36 -10.3%
280 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 23,101.0 $895K 0.03% +20K +689.0% $38.73 +57.3%
Page 14 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%