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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 15 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NXT NEXTPOWER INC CLASS A Technology 7,496.0 $893K 0.03% +812.0 +12.2% $119.14 -22.7%
282 INFY INFOSYS LTD Technology 83,300.0 $874K 0.03% +71K +552.2% $10.49 +14.7%
283 TEAM ATLASSIAN CORPORATION Technology 11,083.0 $862K 0.03% -12K -52.7% $77.79 +124.0%
284 ENR ENERGIZER HLDGS INC Industrials 39,813.0 $854K 0.03% -130K -76.6% $21.44 +1.3%
285 STT STATE STR CORP Financial Services 5,025.0 $852K 0.03% +1K +34.4% $169.60 +9.6%
286 HSY HERSHEY CO Consumer Defensive 4,831.0 $848K 0.03% +4K +439.8% $175.45 +7.6%
287 FIS FIDELITY NATL INFORMATION SV Technology 21,800.0 $848K 0.03% +9K +73.9% $38.88 +4.6%
288 SATS ECHOSTAR CORP Technology 8,222.0 $835K 0.03% +1K +17.6% $101.50 -8.9%
289 NVTS NAVITAS SEMICONDUCTOR CORP Technology 46,504.0 $833K 0.03% -20K -29.7% $17.92 -28.4%
290 ENB ENBRIDGE INC Energy 14,478.0 $833K 0.03% +822.0 +6.0% $57.54 -12.7%
291 MARA MARA HOLDINGS INC Financial Services 58,945.0 $819K 0.03% -53K -47.5% $13.89 -30.5%
292 INGR INGREDION INC Consumer Defensive 8,583.0 $813K 0.03% -2K -18.5% $94.71 +13.1%
293 CLSK CLEANSPARK INC Technology 55,834.0 $812K 0.03% -25K -31.1% $14.55 -19.8%
294 CIEN CIENA CORP Technology 1,648.0 $808K 0.03% +529.0 +47.3% $490.56 -18.6%
295 VLO VALERO ENERGY CORP Energy 3,086.0 $804K 0.03% -802.0 -20.6% $260.44 +33.0%
296 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 857.0 $802K 0.03% +446.0 +108.5% $935.47 +2.3%
297 RKLB ROCKET LAB CORP Industrials 7,818.0 $795K 0.03% -5K -39.1% $101.65 -25.4%
298 AIG AMERICAN INTL GROUP INC Financial Services 10,576.0 $788K 0.03% -3K -24.5% $74.53 +1.6%
299 CAG CONAGRA BRANDS INC Consumer Defensive 58,288.0 $785K 0.03% +20K +51.8% $13.46 +20.5%
300 MS MORGAN STANLEY Financial Services 3,753.0 $785K 0.03% -6K -62.2% $209.04 +2.5%
Page 15 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%