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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 20 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DBX DROPBOX INC Technology 20,254.0 $556K 0.02% +18K +712.1% $27.47 +23.8%
382 AXS AXIS CAP HLDGS LTD Financial Services 5,161.0 $554K 0.02% $107.44 -8.2%
383 HONEYWELL AEROSPACE INC 2,507.0 $554K 0.02% NEW $221.08
384 NTR NUTRIEN LTD Basic Materials 7,082.0 $552K 0.02% +1K +19.8% $77.94 -6.2%
385 LNG CHENIERE ENERGY INC Energy 2,302.0 $550K 0.02% -2K -51.5% $239.01 +16.8%
386 LVS LAS VEGAS SANDS CORP Consumer Cyclical 11,909.0 $550K 0.02% +4K +43.7% $46.19 -0.5%
387 AA ALCOA CORP Basic Materials 10,527.0 $549K 0.02% +9K +456.4% $52.14 -3.0%
388 WMB WILLIAMS COS INC Energy 7,365.0 $548K 0.02% -5K -40.8% $74.34 -3.6%
389 CGEM CULLINAN THERAPEUTICS INC Healthcare 30,000.0 $546K 0.02% +20K +200.0% $18.21 +17.4%
390 PGR PROGRESSIVE CORP Financial Services 2,497.0 $545K 0.02% -5K -66.6% $218.45 +0.9%
391 NYT NEW YORK TIMES CO MTN BE Communication Services 7,765.0 $543K 0.02% +1K +19.0% $69.98 -6.7%
392 WOLF WOLFSPEED INC Technology 11,258.0 $543K 0.02% +11K +10000.0% $48.25 -45.4%
393 AXP AMERICAN EXPRESS CO Financial Services 1,595.0 $540K 0.02% -5K -75.7% $338.25 -2.1%
394 RGLD ROYAL GOLD INC Basic Materials 2,699.0 $539K 0.02% +1K +119.1% $199.61 +26.4%
395 WMG WARNER MUSIC GROUP CORP COM Communication Services 19,611.0 $531K 0.02% -6K -23.9% $27.07 +0.1%
396 CME CME GROUP INC Financial Services 2,402.0 $530K 0.02% +527.0 +28.1% $220.83 +22.7%
397 CRITICAL METALS CORP PUBCO ORD 51,349.0 $526K 0.02% +47K +1183.7% $10.25
398 EOG EOG RES INC Energy 4,050.0 $525K 0.02% -21K -84.1% $129.73 +17.3%
399 BHC BAUSCH HEALTH COS INC Healthcare 74,972.0 $524K 0.02% +25K +50.1% $6.98 -2.5%
400 CMCSA COMCAST CORP NEW Communication Services 21,231.0 $521K 0.02% +6K +41.7% $24.55 +7.6%
Page 20 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%