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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 63 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 BC BRUNSWICK CORP Consumer Cyclical 2.0 $168.0 $84.00 -3.6%
1242 ATS CORPORATION 4.0 $164.0 $41.00
1243 INGN INOGEN INC Healthcare 25.0 $161.0 -2K -98.9% $6.44 -13.0%
1244 RHI ROBERT HALF INC. Industrials 5.0 $154.0 -217.0 -97.8% $30.80 +42.1%
1245 HHH HOWARD HUGHES HOLDINGS INC Real Estate 2.0 $143.0 $71.50 -8.0%
1246 LIFECORE BIOMEDICAL INC 26.0 $136.0 $5.23
1247 TDW TIDEWATER INC NEW Energy 2.0 $133.0 -74.0 -97.4% $66.50 +41.5%
1248 JACK JACK IN THE BOX INC Consumer Cyclical 8.0 $126.0 $15.75 +6.2%
1249 GAMESTOP CORP 5.0 $111.0 -784.0 -99.4% $22.20
1250 GPRO GOPRO INC Technology 133.0 $103.0 $0.77 -23.5%
1251 TE T1 ENERGY INC Industrials 10.0 $95.0 -898.0 -98.9% $9.50 -51.1%
1252 EVRG EVERGY INC Utilities 1.0 $86.0 $86.00 -3.0%
1253 SIX FLAGS ENTERTAINMENT CORP 4.0 $85.0 $21.25
1254 PLUS EPLUS INC Technology 1.0 $83.0 $83.00 +3.8%
1255 GRAL GRAIL INC Healthcare 1.0 $68.0 -500.0 -99.8% $68.00 +4.2%
1256 INVH INVITATION HOMES INC Real Estate 2.0 $60.0 $30.00 -0.9%
1257 FATE FATE THERAPEUTICS INC Healthcare 19.0 $51.0 $2.68 -4.6%
1258 HCAT HEALTH CATALYST INC Healthcare 23.0 $46.0 $2.00 -14.5%
1259 UAVS AGEAGLE AERIAL SYS INC NEW COM Technology 34.0 $30.0 $0.88 -3.1%
1260 UMC UNITED MICROELECTRONICS CORP Technology 1.0 $27.0 $27.00 -31.6%
Page 63 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%