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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 51 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 ABVX ABIVAX SA Healthcare 100.0 $13K NEW $133.26 -9.5%
1002 EH EHANG HLDGS LTD Industrials 2,000.0 $13K -2K -50.0% $6.55 -12.1%
1003 FFIV F5 INC Technology 31.0 $13K +23.0 +287.5% $415.97 -8.0%
1004 NICE NICE LTD Technology 141.0 $13K NEW $90.85 +11.1%
1005 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 153.0 $13K -2K -93.8% $83.48 +9.6%
1006 PLMR PALOMAR HLDGS INC Financial Services 100.0 $13K $126.39 +0.4%
1007 LII LENNOX INTL INC Industrials 22.0 $13K -90.0 -80.4% $572.95 -26.8%
1008 EQH EQUITABLE HLDGS INC Financial Services 287.0 $13K -48.0 -14.3% $43.88 +13.9%
1009 NSC NORFOLK SOUTHN CORP Industrials 39.0 $12K -74.0 -65.5% $314.59 +9.9%
1010 SMTC SEMTECH CORP Technology 75.0 $12K -1K -93.6% $161.85 -22.5%
1011 IVZ INVESCO LTD Financial Services 460.0 $12K -288.0 -38.5% $26.39 +22.1%
1012 KMX CARMAX INC Consumer Cyclical 221.0 $12K -201.0 -47.6% $52.89 +11.5%
1013 SPT SPROUT SOCIAL INC COM Technology 1,548.0 $12K -23K -93.8% $7.55 +32.9%
1014 SRFM SURF AIR MOBILITY INC Industrials 10,000.0 $12K $1.16 -40.3%
1015 SPIRE GLOBAL INC COM 612.0 $11K +600.0 +5000.0% $18.60
1016 RRC RANGE RES CORP Energy 304.0 $11K +180.0 +145.2% $37.19 +8.4%
1017 SOLV SOLVENTUM CORP COM Healthcare 144.0 $11K $77.15 +13.8%
1018 AES AES CORP Utilities 756.0 $11K -609.0 -44.6% $14.66 +0.3%
1019 WCC WESCO INTL INC Industrials 32.0 $11K -16.0 -33.3% $345.44 -0.5%
1020 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 211.0 $11K +210.0 +10000.0% $52.17 +3.4%
Page 51 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%