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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 50 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ZD ZIFF DAVIS INC Communication Services 300.0 $16K 0.00% NEW $52.37 +5.5%
982 ACHR ARCHER AVIATION INC COM Industrials 3,310.0 $16K 0.00% -5K -60.2% $4.73 +34.0%
983 VMI VALMONT INDS INC Industrials 27.0 $16K 0.00% -44.0 -62.0% $577.59 -16.3%
984 LYV LIVE NATION ENTERTAINMENT IN Communication Services 85.0 $16K 0.00% -21.0 -19.8% $183.11 +0.9%
985 SU SUNCOR ENERGY INC NEW Energy 289.0 $16K 0.00% +60.0 +26.2% $53.68 +28.2%
986 SMG SCOTTS MIRACLE-GRO CO Basic Materials 220.0 $15K 0.00% $68.11 -11.0%
987 AVEX AEVEX CORP COM Industrials 716.0 $15K 0.00% NEW $20.89 -12.3%
988 MPTI M-TRON INDS INC Technology 146.0 $14K NEW $98.92 -14.9%
989 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 263.0 $14K -1K -82.9% $54.90 -17.5%
990 FITB FIFTH THIRD BANCORP Financial Services 254.0 $14K -235.0 -48.1% $56.37 -3.3%
991 UCTT ULTRA CLEAN HLDGS INC Technology 100.0 $14K -200.0 -66.7% $142.59 -48.0%
992 BXP BXP INC Real Estate 213.0 $14K -2K -89.6% $66.31 +1.4%
993 BX BLACKSTONE INC Financial Services 120.0 $14K -39K -99.7% $117.67 +22.4%
994 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 184.0 $14K +11.0 +6.4% $76.43 -5.1%
995 PKE PARK AEROSPACE CORP Industrials 366.0 $14K NEW $38.16 -8.8%
996 NVR NVR INC Consumer Cyclical 2.0 $14K -1.0 -33.3% $6813.50 -6.9%
997 MP MP MATERIALS CORP COM Basic Materials 243.0 $14K -62K -99.6% $56.01 -3.5%
998 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 177.0 $14K +83.0 +88.3% $76.88 +0.1%
999 GLOBUS MED INC 171.0 $14K $79.01
1000 DKS DICKS SPORTING GOODS INC Consumer Cyclical 59.0 $13K -5K -98.8% $226.81 -18.6%
Page 50 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%