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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 57 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ERII ENERGY RECOVERY INC Industrials 352.0 $3K -162.0 -31.5% $9.02 -12.3%
1122 MFC MANULIFE FINL CORP Financial Services 78.0 $3K -53.0 -40.5% $40.51 +7.2%
1123 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 8.0 $3K NEW $380.38 -29.0%
1124 WSC WILLSCOT HLDGS CORP COM Industrials 105.0 $3K -4K -97.7% $28.91 -21.8%
1125 MAN MANPOWERGROUP INC WIS Industrials 88.0 $3K $33.77 +75.9%
1126 DGX QUEST DIAGNOSTICS INC Healthcare 14.0 $3K -37.0 -72.5% $211.93 +14.1%
1127 BDX BECTON DICKINSON & CO Healthcare 19.0 $3K -26.0 -57.8% $151.32 +24.0%
1128 BZUN BAOZUN INC Consumer Cyclical 1,008.0 $3K $2.83 -0.5%
1129 BRKR BRUKER CORP Healthcare 47.0 $3K -143.0 -75.3% $60.17 -2.5%
1130 RDNT RADNET INC Healthcare 43.0 $3K -2K -97.9% $61.67 +22.5%
1131 NOVT NOVANTA INC Technology 16.0 $3K $162.25 -10.1%
1132 IRTC IRHYTHM HOLDINGS INC Healthcare 21.0 $2K $118.95 +4.9%
1133 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 186.0 $2K -2K -91.9% $13.28 -13.8%
1134 J JACOBS SOLUTIONS INC Industrials 19.0 $2K $126.00 +17.0%
1135 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 96.0 $2K -1K -91.3% $24.83 -11.4%
1136 OLED UNIVERSAL DISPLAY CORP Technology 27.0 $2K -4K -99.3% $86.56 -0.0%
1137 MRVI MARAVAI LIFESCIENCES HLDGS I COM Healthcare 361.0 $2K -678.0 -65.3% $6.24 +15.7%
1138 EHC ENCOMPASS HEALTH CORP Healthcare 22.0 $2K $101.09 +20.4%
1139 KVUE KENVUE INC Consumer Defensive 116.0 $2K -412.0 -78.0% $19.11 +0.1%
1140 ELAN ELANCO ANIMAL HEALTH INC Healthcare 88.0 $2K $24.61 -0.5%
Page 57 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%