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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 29 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AME AMETEK INC Industrials 882.0 $213K 0.01% $241.94 -1.0%
562 APA APA CORPORATION Energy 6,438.0 $210K 0.01% +4K +147.3% $32.57 +33.2%
563 QLYS QUALYS INC Technology 1,520.0 $209K 0.01% +316.0 +26.2% $137.49 +32.4%
564 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 3,598.0 $206K 0.01% +127.0 +3.7% $57.22 +16.6%
565 HUT 8 CORP 1,250.0 $205K 0.01% -7K -84.7% $163.82
566 VIR VIR BIOTECHNOLOGY INC Healthcare 20,000.0 $204K 0.01% NEW $10.19 -4.0%
567 VUZI CALL VUZIX CORP Technology 70,000.0 $203K 0.01% NEW $2.90 +1.4%
568 FMC FMC CORP Basic Materials 17,642.0 $203K 0.01% +9K +108.1% $11.50 -4.2%
569 ULTA ULTA BEAUTY INC Consumer Cyclical 448.0 $202K 0.01% +237.0 +112.3% $450.98 +15.6%
570 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 10,869.0 $202K 0.01% -594.0 -5.2% $18.57 -26.5%
571 CLX CLOROX CO DEL Consumer Defensive 2,097.0 $200K 0.01% -181.0 -8.0% $95.44 +11.8%
572 SKEENA RES LTD NEW 7,360.0 $196K 0.01% $26.66
573 FSLY FASTLY INC Technology 10,684.0 $196K 0.01% $18.36 +35.9%
574 KEYS KEYSIGHT TECHNOLOGIES INC Technology 559.0 $196K 0.01% -844.0 -60.2% $350.07 -9.7%
575 ALT ALTIMMUNE INC Healthcare 64,000.0 $195K 0.01% -1K -1.5% $3.04 +2.3%
576 SHEL SHELL PLC Energy 2,500.0 $194K 0.01% -4K -58.3% $77.54 +20.4%
577 RRX REGAL REXNORD CORPORATION Industrials 810.0 $193K 0.01% +156.0 +23.9% $238.19 -30.2%
578 FLY FIREFLY AEROSPACE INC Industrials 6,453.0 $190K 0.01% +6K +995.6% $29.40 -16.8%
579 BBB FOODS INC CL A 4,544.0 $189K 0.01% NEW $41.67
580 ALV AUTOLIV INC Consumer Cyclical 1,610.0 $187K 0.01% -5K -76.9% $116.17 +7.9%
Page 29 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%