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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 55 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 EFX EQUIFAX INC Industrials 35.0 $6K $158.71 +21.0%
1082 MIDD MIDDLEBY CORP Industrials 31.0 $5K -54.0 -63.5% $172.00 -34.6%
1083 TREX TREX INC Industrials 106.0 $5K $50.04 -3.5%
1084 ZION ZIONS BANCORPORATION NATL AS Financial Services 76.0 $5K -153.0 -66.8% $69.18 -1.3%
1085 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 1,793.0 $5K -2K -56.4% $2.89 +11.1%
1086 LNN LINDSAY CORP Industrials 41.0 $5K -18.0 -30.5% $123.80 -7.6%
1087 AVPT AVEPOINT INC COM Technology 452.0 $5K $11.21 +18.5%
1088 CNM CORE & MAIN INC Industrials 105.0 $5K -562.0 -84.3% $48.25 -6.1%
1089 SLAB SILICON LABORATORIES INC Technology 23.0 $5K $218.57 +0.2%
1090 WSO WATSCO INC Industrials 12.0 $5K $416.75 -23.3%
1091 LNTH LANTHEUS HLDGS INC Healthcare 45.0 $5K -34.0 -43.0% $110.93 -9.4%
1092 STAA STAAR SURGICAL CO Healthcare 174.0 $5K $28.69 -14.0%
1093 ONDS ONDAS INC Technology 594.0 $5K -19K -97.0% $8.24 +8.0%
1094 FLYW FLYWIRE CORPORATION Technology 271.0 $5K -3K -92.3% $17.57 +7.2%
1095 NWS NEWS CORP NEW Communication Services 168.0 $5K $28.06 +19.5%
1096 OSCR OSCAR HEALTH INC Healthcare 163.0 $5K -9K -98.2% $28.52 +13.2%
1097 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 50.0 $5K -150.0 -75.0% $92.08 -1.0%
1098 EDIT EDITAS MEDICINE INC Healthcare 1,409.0 $5K $3.24 +0.3%
1099 GSK GSK PLC Healthcare 86.0 $5K $52.42 +0.9%
1100 FE FIRSTENERGY CORP Utilities 93.0 $4K -652.0 -87.5% $47.54 -0.6%
Page 55 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%