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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 34 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CWEN CLEARWAY ENERGY INC Utilities 3,516.0 $120K 0.00% +2K +88.2% $34.18 -4.7%
662 TFC TRUIST FINL CORP Financial Services 2,407.0 $120K 0.00% -1K -38.3% $49.82 +1.2%
663 RVMD REVOLUTION MEDICINES INC Healthcare 637.0 $119K 0.00% NEW $187.28 +11.8%
664 MAT MATTEL INC Consumer Cyclical 8,582.0 $119K 0.00% -1K -10.6% $13.88 +4.5%
665 CNP CENTERPOINT ENERGY INC Utilities 2,700.0 $119K 0.00% NEW $44.04 -12.0%
666 TRU TRANSUNION Industrials 1,633.0 $118K 0.00% -1K -42.6% $72.14 +17.3%
667 MTZ MASTEC INC Industrials 283.0 $118K 0.00% +177.0 +167.0% $416.06 -36.0%
668 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 354.0 $117K 0.00% -1K -80.6% $330.46 -1.2%
669 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,187.0 $114K 0.00% -4K -75.1% $96.12 -50.3%
670 PODD INSULET CORP Healthcare 749.0 $114K 0.00% +417.0 +125.6% $152.25 -2.7%
671 ENTG ENTEGRIS INC Technology 634.0 $114K 0.00% -535.0 -45.8% $179.86 -20.1%
672 INVA INNOVIVA INC Healthcare 5,000.0 $114K 0.00% NEW $22.71 -7.2%
673 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 2,473.0 $114K 0.00% +963.0 +63.8% $45.91 +21.5%
674 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,391.0 $113K 0.00% -357.0 -20.4% $81.16 -10.5%
675 GLNG GOLAR LNG LTD Energy 2,264.0 $113K 0.00% -268.0 -10.6% $49.84 +4.3%
676 HXL HEXCEL CORP NEW Industrials 1,106.0 $111K 0.00% +266.0 +31.7% $100.06 -6.2%
677 RUN SUNRUN INC Energy 8,269.0 $111K 0.00% +2K +31.6% $13.38 -31.5%
678 TJX TJX COS INC NEW Consumer Cyclical 704.0 $107K 0.00% +653.0 +1280.4% $151.50 -7.3%
679 SRPT SAREPTA THERAPEUTICS INC Healthcare 5,845.0 $105K 0.00% +2K +64.0% $17.97 +4.6%
680 GIS CALL GENERAL MILLS INC Consumer Defensive 3,000.0 $104K 0.00% $34.80 +14.9%
Page 34 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%