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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 52 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SPG SIMON PPTY GROUP INC NEW Real Estate 49.0 $11K $223.65 -0.9%
1022 SYNA SYNAPTICS INC Technology 86.0 $11K +38.0 +79.2% $124.23 -20.3%
1023 ACGL ARCH CAP GROUP LTD Financial Services 110.0 $11K -45.0 -29.0% $97.06 +2.0%
1024 MLM MARTIN MARIETTA MATLS INC Basic Materials 18.0 $10K NEW $576.72 -8.2%
1025 CVS PUT CVS HEALTH CORP Healthcare 100.0 $10K $103.45 -9.1%
1026 WELL WELLTOWER INC Real Estate 45.0 $10K -80.0 -64.0% $226.98 +4.6%
1027 CELC CELCUITY INC Healthcare 94.0 $10K NEW $104.62 -12.5%
1028 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 292.0 $10K -2K -83.7% $33.39 -22.8%
1029 MOOG INC 23.0 $10K NEW $423.83
1030 KDP KEURIG DR PEPPER INC Consumer Defensive 294.0 $10K -2K -87.8% $32.73 -2.6%
1031 VICI VICI PPTYS INC Real Estate 360.0 $10K NEW $26.55 +0.3%
1032 RXRX RECURSION PHARMACEUTICALS IN Healthcare 2,560.0 $9K -20K -88.7% $3.67 -8.6%
1033 CSV CARRIAGE SVCS INC Consumer Cyclical 245.0 $9K $38.34 -9.9%
1034 WHR WHIRLPOOL CORP Consumer Cyclical 233.0 $9K $39.42 +1.6%
1035 SCI SERVICE CORP INTL Consumer Cyclical 120.0 $9K $75.96 +10.5%
1036 ELMT ELMET GROUP CO (THE) Industrials 458.0 $9K NEW $19.74 -14.6%
1037 HRL HORMEL FOODS CORP Consumer Defensive 363.0 $9K -697.0 -65.8% $24.82 -2.7%
1038 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 150.0 $9K -927.0 -86.1% $59.36 -6.4%
1039 POOL POOL CORP Industrials 41.0 $9K -1K -97.0% $214.90 -10.5%
1040 DOV DOVER CORP Industrials 39.0 $9K -12.0 -23.5% $224.28 -9.7%
Page 52 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%