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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 49 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 HIG HARTFORD INSURANCE GROUP INC Financial Services 144.0 $19K 0.00% -13.0 -8.3% $132.52 +3.6%
962 GWW WW GRAINGER INC Industrials 14.0 $19K 0.00% -1.0 -6.7% $1360.43 -4.6%
963 OGN ORGANON & CO Healthcare 1,390.0 $19K 0.00% NEW $13.54 +1.4%
964 PONY AI INC 2,690.0 $19K 0.00% +100.0 +3.9% $6.95
965 CFG CITIZENS FINL GROUP INC Financial Services 264.0 $18K 0.00% +26.0 +10.9% $70.07 -0.3%
966 EMN EASTMAN CHEM CO Basic Materials 275.0 $18K 0.00% +111.0 +67.7% $66.98 +10.5%
967 CHD CHURCH & DWIGHT CO INC Consumer Defensive 185.0 $18K 0.00% -300.0 -61.9% $96.88 +0.6%
968 CHRW C H ROBINSON WORLDWIDE IN Industrials 95.0 $18K 0.00% +77.0 +427.8% $188.34 -23.2%
969 FIX COMFORT SYS USA INC Industrials 9.0 $18K 0.00% -35.0 -79.5% $1982.00 -15.7%
970 CAI CARIS LIFE SCIENCES INC Healthcare 1,000.0 $18K 0.00% NEW $17.82 +37.0%
971 SKM SK TELECOM CO LTD Communication Services 546.0 $18K 0.00% NEW $32.16 +18.5%
972 SJM SMUCKER J M CO Consumer Defensive 155.0 $17K 0.00% -824.0 -84.2% $112.50 +10.4%
973 MEG ONTERRIS INC Industrials 860.0 $17K 0.00% $20.21 -22.6%
974 TOL TOLL BROTHERS INC Consumer Cyclical 104.0 $17K 0.00% -268.0 -72.0% $164.75 -12.2%
975 AUR AURORA INNOVATION INC CLASS A Technology 2,502.0 $17K 0.00% -26K -91.3% $6.81 -10.9%
976 FMS FRESENIUS MEDICAL CARE AG Healthcare 750.0 $17K 0.00% $22.61 +5.4%
977 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 30.0 $16K 0.00% +14.0 +87.5% $536.97 -1.5%
978 DRS LEONARDO DRS INC Industrials 375.0 $16K 0.00% NEW $42.67 -3.2%
979 INGERSOLL RAND INC 195.0 $16K 0.00% +9.0 +4.8% $81.99
980 YALA YALLA GROUP LTD Technology 2,900.0 $16K 0.00% $5.49 +0.3%
Page 49 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%