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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 56 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 RGEN REPLIGEN CORP Healthcare 32.0 $4K +26.0 +433.3% $136.44 +29.3%
1102 NOG NORTHERN OIL & GAS INC Energy 239.0 $4K -6K -95.8% $18.15 +43.6%
1103 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 53.0 $4K -190.0 -78.2% $81.51 +9.7%
1104 PRCT PROCEPT BIOROBOTICS CORP Healthcare 191.0 $4K $22.58 -3.0%
1105 AOS SMITH A O CORP Industrials 67.0 $4K -270.0 -80.1% $62.72 +1.7%
1106 AFG AMERICAN FINANCIAL GROUP INC Financial Services 30.0 $4K NEW $139.93 +2.4%
1107 AYI ACUITY INC Industrials 11.0 $4K -142.0 -92.8% $376.64 -7.4%
1108 XPO XPO INC Industrials 20.0 $4K -12.0 -37.5% $205.30 -3.8%
1109 ELBM ELECTRA BATTERY MATERIALS CO Basic Materials 4,702.0 $4K $0.87 -31.7%
1110 FLS FLOWSERVE CORP Industrials 55.0 $4K NEW $74.16 +5.0%
1111 INMB INMUNE BIO INC Healthcare 2,500.0 $4K $1.63 +36.8%
1112 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 76.0 $4K -596.0 -88.7% $52.37 -13.5%
1113 HUYA HUYA INC Communication Services 1,715.0 $4K $2.30 -3.9%
1114 PII POLARIS INC Consumer Cyclical 54.0 $4K -66.0 -55.0% $68.44 -3.6%
1115 SYF SYNCHRONY FINANCIAL Financial Services 47.0 $4K $76.04 +4.7%
1116 PSA PUBLIC STORAGE Real Estate 11.0 $4K $318.27 +2.2%
1117 CM CANADIAN IMPERIAL BANK OF CO Financial Services 30.0 $3K $116.60 +1.1%
1118 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 257.0 $3K NEW $13.43 -34.7%
1119 JOYY JOYY INC Communication Services 50.0 $3K $66.00 +13.5%
1120 CBT CABOT CORP Basic Materials 35.0 $3K NEW $90.83 -6.2%
Page 56 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%