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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 32 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 1,930.0 $154K 0.01% $80.04 -10.1%
622 GTLB GITLAB INC CLASS A Technology 5,046.0 $154K 0.01% -15K -75.3% $30.53 +36.5%
623 MKL MARKEL GROUP INC Financial Services 77.0 $150K 0.01% +14.0 +22.2% $1953.01 -8.1%
624 BOX BOX INC Technology 5,660.0 $150K 0.01% $26.54 +24.0%
625 DV DOUBLEVERIFY HLDGS INC Technology 13,713.0 $149K 0.01% -2K -15.0% $10.84 +22.8%
626 IRIDIUM COMMUNICATIONS INC 2,710.0 $149K 0.01% -8K -75.5% $54.85
627 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 484.0 $146K 0.01% +236.0 +95.2% $301.03 -21.5%
628 CAR AVIS BUDGET GROUP INC Industrials 981.0 $145K 0.01% +15.0 +1.6% $147.83 -0.8%
629 INSP INSPIRE MED SYS INC Healthcare 3,234.0 $144K 0.01% -20K -85.8% $44.61 +39.8%
630 AXTI AXT INC Technology 2,000.0 $144K 0.01% +1K +100.0% $72.08 -1.9%
631 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 8,371.0 $144K 0.01% +180.0 +2.2% $17.20 -6.0%
632 TFX TELEFLEX INCORPORATED Healthcare 1,135.0 $144K 0.01% -29.0 -2.5% $126.76 +9.5%
633 EPAM EPAM SYS INC Technology 1,804.0 $143K 0.01% +1K +124.4% $79.35 +39.1%
634 EEFT EURONET WORLDWIDE INC Technology 1,939.0 $142K 0.01% -308.0 -13.7% $73.19 -4.3%
635 GH GUARDANT HEALTH INC Healthcare 943.0 $141K 0.01% -317.0 -25.2% $150.03 +13.8%
636 EQNR EQUINOR ASA Energy 4,500.0 $141K 0.01% -3K -40.0% $31.40 +36.5%
637 VLTO VERALTO CORP COM Industrials 1,565.0 $139K 0.01% +87.0 +5.9% $88.68 +11.4%
638 CPA COPA HOLDINGS SA Industrials 892.0 $139K 0.01% -36.0 -3.9% $155.57 -16.5%
639 VFC V F CORP Consumer Cyclical 8,298.0 $138K 0.01% -19K -69.5% $16.68 -13.8%
640 TRMB TRIMBLE INC Technology 2,695.0 $138K 0.01% -977.0 -26.6% $51.18 +17.7%
Page 32 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%