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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 60 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 HSIC SCHEIN HENRY INC Healthcare 12.0 $1K $83.50 +6.9%
1182 MHO M/I HOMES INC Consumer Cyclical 6.0 $965.0 $160.83 -7.6%
1183 DVA DAVITA INC Healthcare 4.0 $890.0 -342.0 -98.8% $222.50 -20.0%
1184 FLGT FULGENT GENETICS INC Healthcare 43.0 $882.0 $20.51 -9.5%
1185 PTON PELOTON INTERACTIVE INC CL A Consumer Cyclical 146.0 $863.0 $5.91 -10.2%
1186 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 46.0 $826.0 $17.96 -2.3%
1187 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4.0 $824.0 $206.00 +6.2%
1188 SNX TD SYNNEX CORPORATION Technology 3.0 $802.0 -1.0 -25.0% $267.33 -2.8%
1189 CYRX CRYOPORT INC Industrials 51.0 $801.0 $15.71 -3.9%
1190 OPRX OPTIMIZERX CORP Healthcare 139.0 $795.0 $5.72 +43.9%
1191 BXMT BLACKSTONE MORTGAGE TRUST IN COM Real Estate 46.0 $780.0 $16.96 -16.4%
1192 EC ECOPETROL S A Energy 53.0 $755.0 $14.25 +24.1%
1193 ATR APTARGROUP INC Healthcare 6.0 $751.0 $125.17 +5.2%
1194 BMI BADGER METER INC Technology 5.0 $742.0 -116.0 -95.9% $148.40 -15.2%
1195 ALLO ALLOGENE THERAPEUTICS INC Healthcare 351.0 $730.0 $2.08 -2.4%
1196 MHK MOHAWK INDS INC Consumer Cyclical 6.0 $728.0 $121.33 +9.5%
1197 GL GLOBE LIFE INC Financial Services 4.0 $715.0 $178.75 -0.4%
1198 ALL ALLSTATE CORP Financial Services 3.0 $714.0 -204.0 -98.5% $238.00 +9.7%
1199 LTBR LIGHTBRIDGE CORP Industrials 80.0 $703.0 -750.0 -90.4% $8.79 -9.2%
1200 WB WEIBO CORP Communication Services 94.0 $682.0 $7.26 +4.6%
Page 60 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%