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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 36 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 IGV CALL ISHARES TR 1,000.0 $91K 0.00% $90.56 +14.1%
702 MPT MEDICAL PROPERTIES TRUST INC Financial Services 19,126.0 $88K 0.00% +1K +7.8% $4.62 -10.8%
703 DLTR DOLLAR TREE INC Consumer Defensive 727.0 $88K 0.00% +187.0 +34.6% $120.95 +8.7%
704 ORCL CALL ORACLE CORP Technology 600.0 $88K 0.00% $146.55 -0.1%
705 BKSY BLACKSKY TECHNOLOGY INC Technology 3,146.0 $88K 0.00% -19K -85.7% $27.92 -0.6%
706 SATL SATELLOGIC INC COM Technology 15,264.0 $87K 0.00% NEW $5.72 +0.0%
707 XMTR XOMETRY INC CLASS A Industrials 900.0 $87K 0.00% -100.0 -10.0% $96.52 -13.4%
708 CACI CACI INTL INC Technology 183.0 $85K 0.00% +51.0 +38.6% $463.26 +39.7%
709 AMPX AMPRIUS TECHNOLOGIES INC Industrials 6,016.0 $83K 0.00% $13.86 -25.4%
710 RKT ROCKET COS INC COM Financial Services 5,217.0 $82K 0.00% -4K -42.8% $15.75 -11.6%
711 FDX FEDEX CORP Industrials 262.0 $82K 0.00% NEW $313.13 +3.8%
712 LECO LINCOLN ELEC HLDGS INC Industrials 306.0 $81K 0.00% -31.0 -9.2% $265.51 +6.1%
713 OUSTER INC 1,298.0 $81K 0.00% -7K -84.0% $62.52
714 TPG TPG INC COM Financial Services 2,000.0 $81K 0.00% $40.55 +29.2%
715 EXTR EXTREME NETWORKS INC Technology 2,500.0 $81K 0.00% NEW $32.37 -28.9%
716 AEIS ADVANCED ENERGY INDS Industrials 217.0 $81K 0.00% $372.87 -23.3%
717 BTG B2GOLD CORP Basic Materials 15,053.0 $80K 0.00% $5.33 +3.7%
718 SCCO SOUTHERN COPPER CORP Basic Materials 459.0 $80K 0.00% -101.0 -18.0% $174.26 +24.0%
719 STRL STERLING INFRASTRUCTURE INC Industrials 95.0 $80K 0.00% NEW $839.36 -38.4%
720 SLDE SLIDE INS HLDGS INC Financial Services 4,093.0 $79K 0.00% NEW $19.37 +17.4%
Page 36 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%