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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 46 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 NDSN NORDSON CORP Industrials 100.0 $30K 0.00% NEW $301.69 +10.1%
902 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 800.0 $30K 0.00% NEW $37.05 -23.7%
903 CVE CENOVUS ENERGY INC Energy 1,194.0 $30K 0.00% +21.0 +1.8% $24.81 +32.0%
904 PPTA PERPETUA RESOURCES CORP Basic Materials 1,000.0 $29K 0.00% -10K -90.9% $29.44 -12.8%
905 HAS HASBRO INC Consumer Cyclical 356.0 $29K 0.00% +74.0 +26.2% $82.59 +13.7%
906 DEFI DEVELOPMENT CORP 10,000.0 $29K 0.00% +5K +100.0% $2.94
907 FANG DIAMONDBACK ENERGY INC Energy 167.0 $29K 0.00% -1K -89.2% $175.78 +19.6%
908 KIM KIMCO REALTY CORP Real Estate 1,156.0 $29K 0.00% +247.0 +27.2% $25.35 -5.2%
909 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 800.0 $29K 0.00% $36.41 +4.9%
910 UMAC UNUSUAL MACHS INC COM Financial Services 1,298.0 $29K 0.00% -5K -79.7% $22.29 +23.3%
911 SST SYSTEM1 INC CL A Industrials 12,500.0 $29K 0.00% NEW $2.31 -14.9%
912 CBRE CBRE GROUP INC Real Estate 211.0 $28K 0.00% -331.0 -61.1% $134.69 +12.5%
913 GIB CGI INC Technology 309.0 $28K 0.00% -666.0 -68.3% $91.67 -18.6%
914 VCYT VERACYTE INC Healthcare 481.0 $28K 0.00% -4K -89.4% $58.73 -28.3%
915 FLNC FLUENCE ENERGY INC COM Utilities 1,405.0 $28K 0.00% NEW $19.88 -42.8%
916 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 318.0 $28K 0.00% +137.0 +75.7% $87.22 +9.0%
917 MUX MCEWEN INC. Basic Materials 1,510.0 $27K 0.00% $18.13 +15.8%
918 KOPN KOPIN CORP Technology 6,000.0 $27K 0.00% -3K -32.6% $4.48 +12.8%
919 HRB BLOCK H & R INC Consumer Cyclical 700.0 $27K 0.00% -2K -74.2% $38.08 +40.7%
920 NWL NEWELL BRANDS INC Consumer Defensive 4,351.0 $27K 0.00% +4K +1139.6% $6.12 -1.1%
Page 46 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%