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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 28 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MXL MAXLINEAR INC Technology 1,827.0 $234K 0.01% NEW $128.14 -48.0%
542 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,132.0 $234K 0.01% -15K -87.4% $109.77 -0.4%
543 GEN GEN DIGITAL INC Technology 9,343.0 $233K 0.01% -4K -31.2% $24.89 +16.2%
544 GAP GAP INC Consumer Cyclical 12,449.0 $233K 0.01% +8K +175.8% $18.68 +6.0%
545 MGNX MACROGENICS INC Healthcare 50,000.0 $231K 0.01% $4.62 -11.3%
546 PSKY PARAMOUNT SKYDANCE CORP COM Communication Services 23,354.0 $230K 0.01% -21K -47.3% $9.86 +5.0%
547 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,667.0 $230K 0.01% +946.0 +55.0% $86.20 -5.6%
548 IQVIA HLDGS INC 1,188.0 $230K 0.01% -2K -61.9% $193.22
549 TRP TC ENERGY CORP Energy 2,400.0 $225K 0.01% -300.0 -11.1% $93.92 -34.0%
550 FPS FORGENT POWER SOLUTIONS INC COM Industrials 4,000.0 $223K 0.01% NEW $55.86 -40.6%
551 RIVN RIVIAN AUTOMOTIVE INC COM Consumer Cyclical 12,801.0 $222K 0.01% +2K +13.3% $17.35 -2.2%
552 CI THE CIGNA GROUP Healthcare 802.0 $221K 0.01% -2K -68.9% $275.68 +0.7%
553 AMKR AMKOR TECHNOLOGY INC Technology 2,545.0 $219K 0.01% +1K +79.0% $86.23 -41.7%
554 AMBA AMBARELLA INC Technology 2,546.0 $218K 0.01% -18K -87.5% $85.80 -14.1%
555 ADI ANALOG DEVICES INC Technology 546.0 $217K 0.01% -369.0 -40.3% $397.17 -6.1%
556 YUM YUM BRANDS INC Consumer Cyclical 1,350.0 $216K 0.01% -6K -82.2% $159.86 -4.3%
557 AFL AFLAC INC Financial Services 1,832.0 $215K 0.01% +1K +197.9% $117.25 -1.0%
558 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 21,618.0 $214K 0.01% -8K -27.2% $9.90 -28.3%
559 THRM GENTHERM INC Consumer Cyclical 6,260.0 $214K 0.01% +971.0 +18.4% $34.11 +18.6%
560 CTAS CINTAS CORP Industrials 1,255.0 $213K 0.01% +669.0 +114.2% $170.08 +19.8%
Page 28 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 48.1%
Consumer Cyclical 13.8%
Communication Services 10.7%
Industrials 6.0%
Financial Services 5.9%
Healthcare 4.8%
Basic Materials 4.7%
Consumer Defensive 2.4%
Energy 2.2%
Utilities 1.2%