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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 54 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 BBY BEST BUY INC Consumer Cyclical 88.0 $7K -698.0 -88.8% $75.88 +17.6%
1062 MSI MOTOROLA SOLUTIONS INC Technology 16.0 $7K -161.0 -91.0% $415.31 +15.8%
1063 CRC CALIFORNIA RES CORP Energy 125.0 $7K +92.0 +278.8% $52.87 +1.7%
1064 MTCH MATCH GROUP INC NEW Communication Services 169.0 $6K -20K -99.2% $38.05 +4.3%
1065 AJG GALLAGHER ARTHUR J & CO Financial Services 28.0 $6K $229.57 +12.1%
1066 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 77.0 $6K -300.0 -79.6% $82.40 -5.2%
1067 VNO VORNADO RLTY TR Real Estate 161.0 $6K -18K -99.1% $39.30 -2.3%
1068 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 3.0 $6K $2080.67 +4.3%
1069 MILLROSE PPTYS INC COM 206.0 $6K NEW $30.05
1070 MUR MURPHY OIL CORP Energy 189.0 $6K -502.0 -72.7% $32.56 +13.2%
1071 EXPD EXPEDITORS INTL WASH INC Industrials 37.0 $6K $162.97 +14.4%
1072 BEN FRANKLIN RESOURCES INC Financial Services 176.0 $6K -8K -97.9% $33.27 +2.1%
1073 CALY CALLAWAY GOLF CO Consumer Cyclical 311.0 $6K $18.79 -14.1%
1074 HELE HELEN OF TROY LTD Consumer Defensive 201.0 $6K -11K -98.2% $29.07 -2.3%
1075 CODA CODA OCTOPUS GROUP INC Industrials 598.0 $6K NEW $9.77 +3.3%
1076 JBT MAREL CORPORATION 40.0 $6K $145.00
1077 IONS IONIS PHARMACEUTICALS INC Healthcare 73.0 $6K $79.29 -23.3%
1078 EXP EAGLE MATLS INC Basic Materials 25.0 $6K -197.0 -88.7% $225.00 -8.3%
1079 RBRK RUBRIK INC. Technology 70.0 $6K -2K -95.8% $80.29 +24.3%
1080 NTRS NORTHERN TR CORP Financial Services 32.0 $6K $173.84 +6.6%
Page 54 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%