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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 18 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RH RH Consumer Cyclical 1,056.0 $148K 0.01% +40.0 +3.9% $139.82 -1.0%
342 THRM GENTHERM INC Consumer Cyclical 5,289.0 $147K 0.01% +621.0 +13.3% $27.78 +21.6%
343 VCYT VERACYTE INC Healthcare 4,533.0 $146K 0.01% +3K +211.3% $32.21 +37.3%
344 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 1,721.0 $146K 0.01% +2K +747.8% $84.64 -0.7%
345 ALTO ALTO INGREDIENTS INC Basic Materials 30,000.0 $145K 0.01% +15K +94.8% $4.84 +7.9%
346 TRV TRAVELERS COMPANIES INC Financial Services 490.0 $143K 0.01% +264.0 +116.8% $291.68 +4.5%
347 WAT WATERS CORP Healthcare 469.0 $140K 0.01% +277.0 +144.3% $297.80 +15.0%
348 MAT MATTEL INC Consumer Cyclical 9,604.0 $140K 0.01% +4K +63.5% $14.53 +3.7%
349 TFX TELEFLEX INCORPORATED Healthcare 1,164.0 $139K 0.01% +139.0 +13.6% $119.61 +10.3%
350 GLNG GOLAR LNG LTD Energy 2,532.0 $137K 0.01% +3K +10000.0% $54.11 -4.2%
351 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 8,191.0 $137K 0.01% +8K +9768.7% $16.70 +2.6%
352 ROP ROPER TECHNOLOGIES INC Industrials 384.0 $136K 0.01% +213.0 +124.6% $353.86 -9.5%
353 BOX BOX INC Technology 5,660.0 $134K 0.01% +6K +10000.0% $23.64 +8.5%
354 BTBT BIT DIGITAL INC Financial Services 99,997.0 $131K 0.01% +50K +100.0% $1.31 +51.9%
355 VLTO VERALTO CORP COM Industrials 1,478.0 $131K 0.01% +223.0 +17.8% $88.42 -2.7%
356 SNDL INC 98,629.0 $130K 0.01% +10K +10.7% $1.32
357 RKT ROCKET COS INC COM Financial Services 9,118.0 $130K 0.01% +5K +146.9% $14.25 -1.5%
358 SSRM SSR MINING IN Basic Materials 4,327.0 $127K 0.01% +3K +292.6% $29.41 +5.1%
359 YETI YETI HLDGS INC Consumer Cyclical 3,344.0 $122K 0.01% +3K +948.3% $36.59 +23.6%
360 AUR AURORA INNOVATION INC CLASS A Technology 28,919.0 $119K 0.00% +13K +76.3% $4.11 +70.3%
Page 18 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%