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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 22 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TSN TYSON FOODS INC Consumer Defensive 8,162.0 $467K 0.02% +727.0 +9.8% $57.25 +2.0%
422 ROP ROPER TECHNOLOGIES INC Industrials 1,380.0 $467K 0.02% +996.0 +259.4% $338.39 +21.3%
423 MET METLIFE INC Financial Services 5,502.0 $466K 0.02% -19K -77.5% $84.61 +10.5%
424 CANADIAN PACIFIC KANSAS CITY 5,363.0 $465K 0.02% -192.0 -3.5% $86.72
425 BBAI BIGBEAR AI HLDGS INC Technology 126,249.0 $463K 0.02% +98K +350.9% $3.67 -16.3%
426 UEC URANIUM ENERGY CORP Energy 43,000.0 $458K 0.02% NEW $10.66 +4.6%
427 MO ALTRIA GROUP INC Consumer Defensive 6,351.0 $457K 0.02% -4K -36.5% $71.95 -7.0%
428 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,962.0 $453K 0.02% -2K -24.9% $91.20 -16.9%
429 EQX EQUINOX GOLD CORP Basic Materials 46,125.0 $452K 0.02% NEW $9.81 +31.4%
430 LOW LOWES COS INC Consumer Cyclical 2,032.0 $448K 0.01% +316.0 +18.4% $220.49 -1.4%
431 EA ELECTRONIC ARTS INC Communication Services 2,158.0 $442K 0.01% -1K -40.8% $205.04 +2.3%
432 ARES ARES MANAGEMENT CORPORATION Financial Services 3,947.0 $439K 0.01% +1K +48.7% $111.31 +26.0%
433 BHP BHP BILLITON LIMITED Basic Materials 5,268.0 $439K 0.01% +2K +67.9% $83.31 +12.4%
434 INFQ INFLEQTION INC COM Technology 32,832.0 $437K 0.01% -4K -11.3% $13.32 -5.8%
435 ROK ROCKWELL AUTOMATION INC Industrials 874.0 $433K 0.01% -426.0 -32.8% $495.08 -12.9%
436 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,639.0 $431K 0.01% +4K +176.6% $76.40 +6.9%
437 SONY SONY GROUP CORP Technology 21,298.0 $427K 0.01% +5K +30.7% $20.06 +17.5%
438 GFL GFL ENVIRONMENTAL INC SUB VTG Industrials 8,553.0 $426K 0.01% +113.0 +1.3% $49.85 -17.4%
439 MRK MERCK & CO INC Healthcare 3,246.0 $417K 0.01% -117K -97.3% $128.50 +16.1%
440 KASPI KZ JSC 4,800.0 $416K 0.01% NEW $86.64
Page 22 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%