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Portfolio (Quarterly) Guide ↗

Leonteq Securities AG

· CIK 0001535950
13F Portfolio $2.7B AUM 1,305 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 498 Added 499 Reduced 258 Exited
Page 13 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VFC V F CORP Consumer Cyclical 27,247.0 $463K 0.02% +11K +69.7% $16.99 -1.6%
242 WCN WASTE CONNECTIONS INC Industrials 2,155.0 $462K 0.02% +199.0 +10.2% $214.51 -27.4%
243 KNSL KINSALE CAP GROUP INC Financial Services 1,347.0 $460K 0.02% +68.0 +5.3% $341.66 -8.7%
244 LVS LAS VEGAS SANDS CORP Consumer Cyclical 8,290.0 $447K 0.02% +7K +507.8% $53.88 -7.7%
245 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 64,986.0 $446K 0.02% +62K +1946.2% $6.87 +45.6%
246 NTR NUTRIEN LTD Basic Materials 5,912.0 $446K 0.02% +3K +84.4% $75.46 -7.3%
247 ABNB AIRBNB INC COM Consumer Cyclical 3,521.0 $445K 0.02% +2K +88.4% $126.28 +5.1%
248 CIEN CIENA CORP Technology 1,119.0 $434K 0.02% +340.0 +43.6% $388.23 +55.2%
249 PATH UIPATH INC Technology 38,987.0 $433K 0.02% +15K +62.7% $11.10 -0.1%
250 HUT 8 CORP 8,192.0 $419K 0.02% +3K +47.6% $51.21
251 SMR NUSCALE PWR CORP CL A Utilities 38,282.0 $415K 0.01% +14K +56.3% $10.84 +12.7%
252 TDY TELEDYNE TECHNOLOGIES INC Technology 667.0 $404K 0.01% +12.0 +1.8% $605.01 +3.8%
253 PSKY PARAMOUNT SKYDANCE CORP COM Communication Services 44,315.0 $400K 0.01% +6K +14.7% $9.02 +15.0%
254 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,403.0 $396K 0.01% +420.0 +42.7% $282.37 +26.0%
255 RSG REPUBLIC SVCS INC Industrials 1,788.0 $392K 0.01% +145.0 +8.8% $219.02 -5.5%
256 DG DOLLAR GEN CORP Consumer Defensive 3,277.0 $389K 0.01% +859.0 +35.5% $118.73 -12.7%
257 CCI CROWN CASTLE INC Real Estate 4,757.0 $387K 0.01% +2K +86.3% $81.31 +11.5%
258 AMER SPORTS INC COM 11,678.0 $384K 0.01% +2K +15.6% $32.92
259 QUBT QUANTUM COMPUTING INC Technology 55,155.0 $378K 0.01% +7K +14.9% $6.85 +70.5%
260 BHC BAUSCH HEALTH COS INC Healthcare 49,951.0 $375K 0.01% +30K +150.1% $7.51 -28.1%
Page 13 of 25  ·  498 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 37.9%
Consumer Cyclical 13.9%
Communication Services 10.6%
Financial Services 8.5%
Healthcare 7.5%
Industrials 7.2%
Basic Materials 5.5%
Consumer Defensive 3.9%
Energy 2.7%
Utilities 1.9%