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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 48 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 WRB BERKLEY W R CORP Financial Services 319.0 $22K 0.00% $70.53 -1.9%
942 TNK TEEKAY TANKERS LTD Energy 343.0 $22K 0.00% -43.0 -11.1% $64.87 +40.5%
943 RPD RAPID7 INC Technology 2,746.0 $22K 0.00% -14K -83.3% $8.10 +46.2%
944 GTX GARRETT MOTION INC Consumer Cyclical 613.0 $22K 0.00% -283.0 -31.6% $36.23 -27.1%
945 PNC PNC FINL SVCS GROUP INC Financial Services 90.0 $22K 0.00% -402.0 -81.7% $246.22 -1.9%
946 KALU KAISER ALUMINIUM CORPORATION Basic Materials 112.0 $22K 0.00% NEW $195.63 -22.7%
947 WST WEST PHARMACEUTICAL SVSC INC Healthcare 60.0 $22K 0.00% -389.0 -86.6% $359.00 -1.5%
948 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 264.0 $21K 0.00% -551.0 -67.6% $79.22 +5.3%
949 H HYATT HOTELS CORP COM Consumer Cyclical 107.0 $21K 0.00% -125.0 -53.9% $193.84 -7.4%
950 PAGS PAGSEGURO DIGITAL LTD COM Technology 2,289.0 $21K 0.00% +1K +77.6% $9.05 -6.7%
951 NAT NORDIC AMERICAN TANKERS LIMI Industrials 3,721.0 $21K 0.00% +270.0 +7.8% $5.54 +26.2%
952 AGCO AGCO CORP Industrials 171.0 $20K 0.00% -138.0 -44.7% $119.70 -13.1%
953 SPSC SPS COMM INC Technology 352.0 $20K 0.00% -1K -75.4% $57.17 +38.9%
954 OVV OVINTIV INC Energy 381.0 $20K 0.00% +190.0 +99.5% $52.65 +26.7%
955 NFE NEW FORTRESS ENERGY INC COM Utilities 54,874.0 $20K 0.00% -28K -33.4% $0.36 -17.4%
956 QSI QUANTUM SI INC COM Healthcare 22,500.0 $20K 0.00% -2K -10.0% $0.89 -11.9%
957 SRE SEMPRA Utilities 212.0 $20K 0.00% -598.0 -73.8% $92.71 -5.8%
958 SLG SL GREEN RLTY CORP Real Estate 378.0 $20K 0.00% -2K -82.4% $51.77 +12.2%
959 RH RH Consumer Cyclical 117.0 $19K 0.00% -939.0 -88.9% $164.73 -5.0%
960 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 307.0 $19K 0.00% -231.0 -42.9% $62.22 -31.9%
Page 48 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 47.4%
Consumer Cyclical 13.6%
Communication Services 11.1%
Financial Services 6.7%
Industrials 5.9%
Healthcare 4.7%
Basic Materials 4.7%
Consumer Defensive 2.3%
Energy 2.2%
Utilities 1.1%