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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 61 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 HAE HAEMONETICS CORP MASS Healthcare 9.0 $675.0 -360.0 -97.6% $75.00 +39.5%
1202 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 20.0 $620.0 $31.00 -10.2%
1203 ARI APOLLO COML REAL ESTATE FIN Real Estate 58.0 $619.0 $10.67 -36.1%
1204 SUI SUN CMNTYS INC Real Estate 5.0 $600.0 $120.00 +0.1%
1205 EXPO EXPONENT INC Industrials 10.0 $588.0 -82.0 -89.1% $58.80 +14.8%
1206 NBR NABORS INDUSTRIES LTD Energy 7.0 $588.0 $84.00 +11.7%
1207 NIU NIU TECHNOLOGIES Consumer Cyclical 282.0 $567.0 $2.01 +1.0%
1208 TRULIEVE CANNABIS CORP SUB VTG 56.0 $550.0 NEW $9.82
1209 AZTA AZENTA INC Healthcare 21.0 $536.0 $25.52 +29.2%
1210 UPWK UPWORK INC Industrials 64.0 $535.0 -25K -99.7% $8.36 +1.6%
1211 ATO ATMOS ENERGY CORP Utilities 3.0 $517.0 $172.33 -1.1%
1212 ABR ARBOR REALTY TRUST INC Real Estate 95.0 $515.0 -8K -98.8% $5.42 -9.6%
1213 STWD STARWOOD PPTY TR INC Real Estate 31.0 $508.0 $16.39 -0.9%
1214 IRM IRON MTN INC DEL Real Estate 4.0 $505.0 -3K -99.9% $126.25 +0.3%
1215 PINNACLE FINL PARTNERS INC 5.0 $504.0 -435.0 -98.9% $100.80
1216 BSY BENTLEY SYS INC COM Technology 16.0 $478.0 $29.88 +15.9%
1217 WMS ADVANCED DRAIN SYS INC DEL Industrials 3.0 $471.0 -746.0 -99.6% $157.00 -8.2%
1218 TECH BIO-TECHNE CORP Healthcare 6.0 $424.0 $70.67 +2.2%
1219 PCTY PAYLOCITY HLDG CORP Technology 4.0 $418.0 $104.50 +41.0%
1220 TDC TERADATA CORP DEL Technology 12.0 $416.0 $34.67 -17.9%
Page 61 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%