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Portfolio (Quarterly) Guide ↗

Leonteq Securities AG

· CIK 0001535950
13F Portfolio $2.7B AUM 1,305 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 498 Added 499 Reduced 258 Exited
Page 32 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ONDS ONDAS INC Technology 20,000.0 $181K 0.01% NEW $9.04 -15.1%
622 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 2,928.0 $180K 0.01% -2K -38.3% $61.35 -36.2%
623 TFC TRUIST FINL CORP Financial Services 3,899.0 $179K 0.01% +4K +10000.0% $45.97 +10.2%
624 SBSW SIBANYE STILLWATER LTD Basic Materials 14,548.0 $179K 0.01% $12.32 -28.6%
625 MPWR MONOLITHIC PWR SYS INC Technology 163.0 $178K 0.01% -69.0 -29.7% $1093.35 +31.5%
626 NVAX NOVAVAX INC Healthcare 21,815.0 $178K 0.01% -11K -32.5% $8.14 +5.2%
627 RDW REDWIRE CORPORATION Industrials 20,670.0 $176K 0.01% -12K -37.2% $8.50 +27.1%
628 INFY INFOSYS LTD Technology 12,772.0 $173K 0.01% -121K -90.5% $13.51 -21.8%
629 RIVN RIVIAN AUTOMOTIVE INC COM Consumer Cyclical 11,297.0 $170K 0.01% -2K -14.3% $15.05 -1.3%
630 NOG NORTHERN OIL & GAS INC Energy 5,744.0 $168K 0.01% -20K -77.5% $29.23 -32.5%
631 CF CF INDUSTRIES HOLD Basic Materials 1,288.0 $167K 0.01% -22K -94.6% $129.84 -18.8%
632 AVTR AVANTOR INC Healthcare 21,242.0 $167K 0.01% +15K +255.6% $7.84 +28.6%
633 NOV NOV INC Energy 8,781.0 $165K 0.01% -3K -26.6% $18.81 +0.7%
634 PEN PENUMBRA INC Healthcare 500.0 $164K 0.01% $328.37 -3.3%
635 PAAS PUT PAN AMERN SILVER CORP Basic Materials 3,000.0 $164K 0.01% NEW $54.63 -17.6%
636 LPX LOUISIANA PAC CORP Basic Materials 2,211.0 $161K 0.01% -589.0 -21.0% $72.75 +12.2%
637 SYY SYSCO CORP Consumer Defensive 2,252.0 $161K 0.01% -197.0 -8.0% $71.33 +13.3%
638 HELE HELEN OF TROY LTD Consumer Defensive 11,088.0 $160K 0.01% +7K +166.6% $14.42 +93.0%
639 ASAN ASANA INC Technology 24,678.0 $158K 0.01% +18K +246.1% $6.40 -0.2%
640 WING WINGSTOP INC Consumer Cyclical 1,005.0 $156K 0.01% +906.0 +915.1% $154.97 +6.7%
Page 32 of 64  ·  1,279 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 37.9%
Consumer Cyclical 13.9%
Communication Services 10.6%
Financial Services 8.5%
Healthcare 7.5%
Industrials 7.2%
Basic Materials 5.5%
Consumer Defensive 3.9%
Energy 2.7%
Utilities 1.9%