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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 39 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 MRSH MARSH & MCLENNAN COS INC Financial Services 383.0 $64K 0.00% -3K -87.6% $166.67 +15.2%
762 VSNT VERSANT MEDIA GROUP INC COM Industrials 1,769.0 $64K 0.00% +2K +872.0% $36.01 +7.6%
763 JKS JINKOSOLAR HLDG CO LTD Energy 3,791.0 $64K 0.00% $16.80 -5.2%
764 MTN VAIL RESORTS INC Consumer Cyclical 462.0 $63K 0.00% -78.0 -14.4% $136.15 +12.2%
765 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 865.0 $63K 0.00% +596.0 +221.6% $72.51 +11.5%
766 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 1,302.0 $62K 0.00% -4K -76.0% $47.81 -8.5%
767 GSAT GLOBALSTAR INC Communication Services 762.0 $62K 0.00% +89.0 +13.2% $81.30 +1.3%
768 SOLS SOLSTICE ADVANCED MATLS INC COM Basic Materials 698.0 $62K 0.00% +22.0 +3.2% $88.60 -36.6%
769 CMS CMS ENERGY CORP Utilities 805.0 $62K 0.00% NEW $76.50 -10.8%
770 GGG GRACO INC Industrials 804.0 $61K 0.00% +803.0 +10000.0% $75.61 +6.7%
771 TENB TENABLE HLDGS INC Technology 1,636.0 $60K 0.00% -719.0 -30.5% $36.88 -6.8%
772 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1,912.0 $60K 0.00% -2K -51.8% $31.43 +0.2%
773 DEO DIAGEO PLC Consumer Defensive 745.0 $60K 0.00% -3K -77.4% $80.38 +17.7%
774 APG API GROUP CORP Industrials 1,404.0 $59K 0.00% NEW $42.35 -2.8%
775 GWRE GUIDEWIRE SOFTWARE INC Technology 483.0 $59K 0.00% +241.0 +99.6% $123.05 +53.8%
776 A AGILENT TECHNOLOGIES INC Healthcare 445.0 $59K 0.00% -322.0 -42.0% $132.83 +19.6%
777 RDW REDWIRE CORPORATION Industrials 4,792.0 $59K 0.00% -16K -76.8% $12.23 -1.7%
778 CENCORA INC 205.0 $58K 0.00% +90.0 +78.3% $282.98
779 CGAU CENTERRA GOLD INC Basic Materials 2,547.0 $57K 0.00% -1K -28.2% $22.49 +5.6%
780 GRAB GRAB HOLDINGS LIMITED CLASS A Technology 15,146.0 $57K 0.00% $3.77 -7.7%
Page 39 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%