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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 43 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ROST ROSS STORES INC Consumer Cyclical 194.0 $41K 0.00% -113.0 -36.8% $212.85 +12.3%
842 CSGP COSTAR GROUP INC Real Estate 1,457.0 $41K 0.00% -3K -69.3% $28.32 +13.9%
843 VRSN VERISIGN INC Technology 162.0 $41K 0.00% -683.0 -80.8% $251.56 +12.0%
844 CWST CASELLA WASTE SYS INC Industrials 419.0 $41K 0.00% -42.0 -9.1% $96.97 -5.1%
845 WAB WABTEC Industrials 150.0 $40K 0.00% -1K -88.3% $269.60 +10.4%
846 PAYO PAYONEER GLOBAL INC Technology 5,647.0 $40K 0.00% -849.0 -13.1% $7.12 -0.1%
847 PBF PBF ENERGY INC Energy 877.0 $40K 0.00% +177.0 +25.3% $45.52 +61.5%
848 INSW INTERNATIONAL SEAWAYS INC Energy 521.0 $40K 0.00% -19.0 -3.5% $76.59 +29.9%
849 EMBJ EMBRAER S.A. Industrials 621.0 $40K 0.00% -680.0 -52.3% $63.80 +19.0%
850 XEL XCEL ENERGY INC Utilities 493.0 $40K 0.00% -432.0 -46.7% $80.20 -4.9%
851 ROL ROLLINS INC Consumer Cyclical 943.0 $39K 0.00% NEW $41.74 -11.6%
852 BR BROADRIDGE FINL SOLUTIONS IN Technology 285.0 $39K 0.00% -330.0 -53.7% $136.95 +33.0%
853 RJF RAYMOND JAMES FINL INC Financial Services 256.0 $39K 0.00% -351.0 -57.8% $152.03 +15.2%
854 CARR CARRIER GLOBAL CORPORATION Industrials 528.0 $39K 0.00% -10K -94.8% $73.35 -17.7%
855 EXC EXELON CORP Utilities 831.0 $39K 0.00% +18.0 +2.2% $46.61 -6.1%
856 TRGP TARGA RES CORP Energy 144.0 $39K 0.00% +37.0 +34.6% $268.14 +11.5%
857 FNV FRANCO NEV CORP Basic Materials 182.0 $38K 0.00% -82.0 -31.1% $208.44 +27.5%
858 BEONE MEDICINES LTD 133.0 $38K 0.00% +31.0 +30.4% $284.97
859 ATRO ASTRONICS CORP Industrials 461.0 $37K 0.00% -67.0 -12.7% $81.26 -4.0%
860 DAR DARLING INGREDIENTS INC Consumer Defensive 682.0 $37K 0.00% -51.0 -7.0% $54.62 +20.4%
Page 43 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%