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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 41 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 FCEL FUELCELL ENERGY INC Industrials 1,414.0 $51K 0.00% -1K -45.2% $36.01 -45.7%
802 AMERICAS GOLD AND SILVER COR 10,745.0 $51K 0.00% $4.72
803 QUANTINUUM INC CL A 620.0 $51K 0.00% NEW $81.74
804 PRGS PROGRESS SOFTWARE CORP Technology 1,500.0 $50K 0.00% -200.0 -11.8% $33.58 +32.1%
805 EW EDWARDS LIFESCIENCES CORP Healthcare 549.0 $50K 0.00% -1K -70.9% $90.46 -0.7%
806 COTY COTY INC COM Consumer Defensive 22,929.0 $50K 0.00% -349K -93.8% $2.16 +26.9%
807 STNG SCORPIO TANKERS INC Energy 714.0 $49K 0.00% +11.0 +1.6% $69.26 +13.3%
808 ESAB ESAB CORPORATION Industrials 501.0 $49K 0.00% -151.0 -23.2% $98.63 -17.5%
809 LUV SOUTHWEST AIRLS CO Industrials 960.0 $49K 0.00% -7K -88.3% $51.42 -21.5%
810 HALO HALOZYME THERAPEUTICS INC Healthcare 630.0 $49K 0.00% +280.0 +80.0% $78.27 +38.2%
811 YSS YORK SPACE SYSTEMS INC Technology 2,000.0 $49K 0.00% NEW $24.62 -62.1%
812 HLIT HARMONIC INC Technology 3,000.0 $49K 0.00% NEW $16.33 -23.6%
813 AVO MISSION PRODUCE INC Consumer Defensive 4,133.0 $49K 0.00% +980.0 +31.1% $11.79 +12.7%
814 SYY SYSCO CORP Consumer Defensive 583.0 $49K 0.00% -2K -74.1% $83.58 +0.6%
815 DHI D R HORTON INC Consumer Cyclical 298.0 $49K 0.00% -3K -92.0% $162.88 -8.9%
816 MRCY MERCURY SYS INC Industrials 393.0 $48K 0.00% +44.0 +12.6% $122.33 -25.3%
817 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 960.0 $48K 0.00% -1K -52.9% $50.03 -17.2%
818 EZPW EZCORP INC Financial Services 1,376.0 $48K 0.00% +1K +2050.0% $34.57 -6.8%
819 NXE NEXGEN ENERGY LTD Energy 4,509.0 $47K 0.00% +2K +92.5% $10.36 +4.8%
820 LCID LUCID GROUP INC Consumer Cyclical 6,950.0 $46K 0.00% $6.69 -17.6%
Page 41 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%