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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 31 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 POST POST HLDGS INC Consumer Defensive 1,941.0 $171K 0.01% +367.0 +23.3% $88.26 -8.8%
602 XP XP INC Financial Services 10,499.0 $171K 0.01% NEW $16.26 +3.4%
603 MSCI MSCI INC Financial Services 303.0 $170K 0.01% -414.0 -57.7% $560.04 +0.6%
604 CSWC CAPITAL SOUTHWEST CORP Financial Services 7,000.0 $166K 0.01% $23.77 +5.0%
605 SNDL INC 122,479.0 $165K 0.01% +24K +24.2% $1.35
606 DOCN DIGITALOCEAN HLDGS INC Technology 1,047.0 $164K 0.01% +846.0 +420.9% $157.03 -26.4%
607 CRS CARPENTER TECHNOLOGY CORP Industrials 266.0 $164K 0.01% NEW $616.84 -20.2%
608 HERTZ GLOBAL HLDGS INC 150,000.0 $164K 0.01% $1.09
609 LASR NLIGHT INC Technology 2,344.0 $163K 0.01% NEW $69.62 -31.9%
610 NOK NOKIA CORP Technology 12,265.0 $163K 0.01% +4K +41.5% $13.28 -23.2%
611 LMND LEMONADE INC Financial Services 2,495.0 $162K 0.01% +309.0 +14.1% $65.05 -18.0%
612 VSH VISHAY INTERTECHNOLOGY INC Technology 3,000.0 $161K 0.01% NEW $53.78 -41.2%
613 CRNC CERENCE INC Technology 14,150.0 $160K 0.01% -3K -17.8% $11.32 -28.8%
614 AUTL AUTOLUS THERAPEUTICS LTD Healthcare 100,000.0 $160K 0.01% $1.60 +50.6%
615 INSM CALL INSMED INC Healthcare 1,500.0 $160K 0.01% NEW $106.62 +18.0%
616 XPEV XPENG INC Consumer Cyclical 11,870.0 $157K 0.01% +6K +119.4% $13.24 -7.9%
617 CRM CALL SALESFORCE INC Technology 1,000.0 $157K 0.01% $156.66 +33.5%
618 WSM WILLIAMS SONOMA INC Consumer Cyclical 672.0 $157K 0.01% -1K -64.7% $233.10 +1.9%
619 LAD LITHIA MTRS INC Consumer Cyclical 537.0 $156K 0.01% -7K -92.7% $290.49 +27.6%
620 NVAX NOVAVAX INC Healthcare 16,464.0 $155K 0.01% -5K -24.5% $9.42 -5.1%
Page 31 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%