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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 21 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VEEV VEEVA SYS INC CL A Healthcare 2,896.0 $514K 0.02% -1K -29.5% $177.47 +41.2%
402 DVN DEVON ENERGY CORP NEW Energy 12,407.0 $513K 0.02% +4K +51.1% $41.32 +19.3%
403 AKAM AKAMAI TECHNOLOGIES INC Technology 4,336.0 $513K 0.02% +862.0 +24.8% $118.21 -6.9%
404 ADBE PUT ADOBE INC Technology 2,500.0 $513K 0.02% NEW $205.02 +32.8%
405 JXN JACKSON FINANCIAL INC COM Financial Services 5,000.0 $512K 0.02% $102.39 +26.1%
406 SEDG SOLAREDGE TECHNOLOGIES INC Energy 8,730.0 $510K 0.02% -5K -36.6% $58.44 -47.1%
407 PURR HYPERLIQUID STRATEGIES INC Basic Materials 64,498.0 $508K 0.02% NEW $7.87 +28.1%
408 DG DOLLAR GEN CORP Consumer Defensive 4,402.0 $507K 0.02% +1K +34.3% $115.11 +4.8%
409 NTES NETEASE COM INC Technology 3,939.0 $505K 0.02% -5K -57.0% $128.14 -6.5%
410 UPST UPSTART HLDGS INC Financial Services 14,240.0 $505K 0.02% -5K -27.0% $35.43 -18.5%
411 NDAQ NASDAQ INC Financial Services 6,398.0 $504K 0.02% +3K +66.7% $78.82 +23.8%
412 SBAC SBA COMMUNICATIONS CORP Real Estate 2,827.0 $499K 0.02% +2K +159.1% $176.46 +2.3%
413 IDXX IDEXX LABS INC Healthcare 945.0 $497K 0.02% +936.0 +10000.0% $526.44 +3.7%
414 HII HUNTINGTON INGALLS INDS INC Industrials 1,770.0 $495K 0.02% +609.0 +52.5% $279.89 +7.7%
415 WCN WASTE CONNECTIONS INC Industrials 2,196.0 $494K 0.02% +41.0 +1.9% $224.83 -25.1%
416 EDAP EDAP TMS S A Healthcare 94,990.0 $492K 0.02% $5.18 -0.6%
417 SLB PUT SLB LIMITED Energy 10,500.0 $488K 0.02% -150K -93.5% $46.49 +15.2%
418 YPF YPF SOCIEDAD ANONIMA SPON ADR Energy 10,727.0 $488K 0.02% +4K +59.1% $45.47 +12.0%
419 TER TERADYNE INC Technology 1,004.0 $486K 0.02% $483.84 -20.8%
420 TDY TELEDYNE TECHNOLOGIES INC Technology 715.0 $477K 0.02% +48.0 +7.2% $666.90 -4.9%
Page 21 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%