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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 33 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AURORA CANNABIS INC 34,576.0 $137K 0.01% -8K -19.3% $3.96
642 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 2,699.0 $135K 0.01% -5K -66.8% $49.98 +4.7%
643 CHWY CHEWY INC Consumer Cyclical 6,829.0 $134K 0.01% -711.0 -9.4% $19.65 +22.2%
644 PHM PULTE GROUP INC Consumer Cyclical 975.0 $134K 0.01% -1K -58.5% $137.21 -6.0%
645 AEHR AEHR TEST SYS Technology 1,385.0 $133K 0.01% -1K -44.6% $96.06 +5.9%
646 RYANAIR HOLDINGS PLC 2,032.0 $132K 0.01% +2K +2084.9% $64.75
647 AZO AUTOZONE INC Consumer Cyclical 41.0 $131K 0.01% +3.0 +7.9% $3195.95 -7.4%
648 BILL BILL HOLDINGS INC Technology 3,616.0 $131K 0.00% +863.0 +31.4% $36.16 +32.2%
649 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 11,673.0 $130K 0.00% +3K +28.4% $11.15 -8.3%
650 RL RALPH LAUREN CORP Consumer Cyclical 324.0 $130K 0.00% -294.0 -47.6% $401.41 -7.2%
651 IOT SAMSARA INC COM Technology 4,005.0 $130K 0.00% +974.0 +32.1% $32.43 +23.2%
652 STXS STEREOTAXIS INC Healthcare 74,994.0 $129K 0.00% $1.72 -17.4%
653 FRSH FRESHWORKS INC CLASS A Technology 12,704.0 $129K 0.00% +7K +111.7% $10.12 +28.3%
654 CANOPY GROWTH CORPORATION 92,447.0 $129K 0.00% +17K +23.1% $1.39
655 TARS TARSUS PHARMACEUTICALS INC Healthcare 2,000.0 $126K 0.00% $62.94 +15.5%
656 POET POET TECHNOLOGIES INC Technology 12,152.0 $125K 0.00% NEW $10.28 -19.7%
657 SBSW SIBANYE STILLWATER LTD Basic Materials 14,548.0 $124K 0.00% $8.49 +48.2%
658 HIMS HIMS & HERS HEALTH INC COM Healthcare 3,539.0 $123K 0.00% -5K -60.0% $34.67 -2.6%
659 SSRM SSR MINING IN Basic Materials 4,327.0 $122K 0.00% $28.29 +33.5%
660 BL BLACKLINE INC Technology 4,348.0 $122K 0.00% +3K +300.4% $28.07 +13.4%
Page 33 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%