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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 18 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MGA MAGNA INTL INC Consumer Cyclical 9,996.0 $656K 0.02% +10K +10000.0% $65.66 +7.0%
342 SCHW SCHWAB CHARLES CORP Financial Services 7,109.0 $656K 0.02% +611.0 +9.4% $92.27 +20.2%
343 SAP SAP SE Technology 4,236.0 $653K 0.02% +343.0 +8.8% $154.11 +40.7%
344 AMGN AMGEN INC Healthcare 1,789.0 $648K 0.02% +314.0 +21.3% $362.12 +20.5%
345 MRK PUT MERCK & CO INC Healthcare 5,000.0 $642K 0.02% NEW $128.50 +18.2%
346 LEIDOS HOLDINGS INC 6,237.0 $642K 0.02% +879.0 +16.4% $102.97
347 APH AMPHENOL CORP Technology 3,640.0 $642K 0.02% -2K -34.4% $176.32 -12.6%
348 AXSM AXSOME THERAPEUTICS INC. Healthcare 2,616.0 $640K 0.02% -28.0 -1.1% $244.77 -14.4%
349 POR PORTLAND GEN ELEC CO Utilities 12,247.0 $635K 0.02% +959.0 +8.5% $51.83 -2.2%
350 RIOT RIOT PLATFORMS INC Financial Services 23,152.0 $634K 0.02% -43K -65.1% $27.38 -26.7%
351 SHAK SHAKE SHACK INC Consumer Cyclical 11,296.0 $633K 0.02% +7K +152.8% $56.02 +30.4%
352 UNP UNION PAC CORP Industrials 2,326.0 $633K 0.02% +934.0 +67.1% $272.00 +12.8%
353 CMI CUMMINS INC Industrials 884.0 $630K 0.02% -131.0 -12.9% $713.21 -16.2%
354 MCK MCKESSON CORP Healthcare 834.0 $630K 0.02% +471.0 +129.8% $755.60 +12.6%
355 CR CRANE COMPANY Industrials 2,820.0 $629K 0.02% -654.0 -18.8% $223.07 -6.9%
356 IT GARTNER INC Technology 4,836.0 $627K 0.02% +272.0 +6.0% $129.62 +50.9%
357 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 150,000.0 $624K 0.02% -10K -6.2% $4.16 +108.8%
358 CELH CELSIUS HLDGS INC Consumer Defensive 21,248.0 $622K 0.02% +5K +31.4% $29.28 +10.3%
359 NU NU HLDGS LTD ORD Financial Services 46,551.0 $622K 0.02% +11K +32.3% $13.36 +5.9%
360 BLOCK INC 8,119.0 $617K 0.02% -24K -75.0% $76.00
Page 18 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%