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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 37 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HLNE HAMILTON LANE INC Financial Services 1,004.0 $79K 0.00% $78.83 +33.6%
722 HCA HCA HEALTHCARE INC Healthcare 202.0 $79K 0.00% +195.0 +2785.7% $389.89 +10.1%
723 QDEL QUIDELORTHO CORP Healthcare 4,487.0 $79K 0.00% +1K +29.5% $17.52 -15.8%
724 ELTX ELICIO THERAPEUTICS INC Healthcare 20,000.0 $78K 0.00% NEW $3.91 -22.3%
725 VSEC VSE CORP Industrials 341.0 $78K 0.00% NEW $228.50 -4.8%
726 MAIN MAIN STR CAP CORP Financial Services 1,500.0 $78K 0.00% $51.88 +12.4%
727 ENS ENERSYS Industrials 332.0 $78K 0.00% +39.0 +13.3% $233.82 -18.8%
728 VAL VALARIS LTD Energy 1,068.0 $78K 0.00% +791.0 +285.6% $72.60 +20.9%
729 BROS DUTCH BROS INC Consumer Cyclical 1,078.0 $77K 0.00% NEW $71.81 -30.6%
730 MKTX MARKETAXESS HLDGS INC Financial Services 679.0 $77K 0.00% +640.0 +1641.0% $113.49 +42.8%
731 BRO BROWN & BROWN INC Financial Services 1,200.0 $77K 0.00% -5K -79.5% $64.15 +13.7%
732 VRSK VERISK ANALYTICS INC Industrials 425.0 $76K 0.00% -345.0 -44.8% $179.53 +4.4%
733 PG PROCTER & GAMBLE CO Consumer Defensive 519.0 $76K 0.00% -6K -92.1% $146.64 -1.3%
734 EXEL EXELIXIS INC Healthcare 1,378.0 $75K 0.00% +196.0 +16.6% $54.41 -0.6%
735 MAR MARRIOTT INTL INC NEW Consumer Cyclical 202.0 $75K 0.00% -112.0 -35.7% $370.59 -3.8%
736 HUM HUMANA INC Healthcare 188.0 $75K 0.00% -8K -97.7% $397.22 -4.6%
737 ITW ILLINOIS TOOL WKS INC Industrials 275.0 $74K 0.00% -149.0 -35.1% $270.47 +4.4%
738 ATI ATI INC Industrials 377.0 $74K 0.00% +376.0 +10000.0% $197.10 +5.0%
739 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 183.0 $74K 0.00% -20.0 -9.8% $401.84 +1.1%
740 MOD MODINE MFG CO Consumer Cyclical 273.0 $73K 0.00% +210.0 +333.3% $267.02 -26.0%
Page 37 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%