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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 20 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 2,036.0 $95K 0.00% +2K +563.2% $46.71 -1.7%
382 CNR CORE NATURAL RESOURCES INC COM Energy 902.0 $94K 0.00% +110.0 +13.9% $104.73 -15.8%
383 SJM SMUCKER J M CO Consumer Defensive 979.0 $94K 0.00% +160.0 +19.5% $96.44 +6.1%
384 XPEV XPENG INC Consumer Cyclical 5,410.0 $93K 0.00% +627.0 +13.1% $17.11 -8.9%
385 LRN STRIDE INC Consumer Defensive 1,046.0 $92K 0.00% +503.0 +92.6% $88.17 +1.5%
386 SMTC SEMTECH CORP Technology 1,171.0 $90K 0.00% +118.0 +11.2% $76.89 +113.9%
387 ORCL CALL ORACLE CORP Technology 600.0 $88K 0.00% +300.0 +100.0% $147.11 +31.2%
388 RUN SUNRUN INC Energy 6,281.0 $85K 0.00% +1K +26.8% $13.56 +8.0%
389 BROWN FORMAN CORP 3,187.0 $84K 0.00% +1K +48.5% $26.44
390 FIVE FIVE BELOW INC Consumer Cyclical 365.0 $83K 0.00% +356.0 +3955.6% $228.48 -3.2%
391 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 248.0 $82K 0.00% +143.0 +136.2% $330.87 -10.7%
392 SPSC SPS COMM INC Technology 1,431.0 $80K 0.00% +842.0 +142.9% $55.67 -3.8%
393 SLG SL GREEN RLTY CORP Real Estate 2,147.0 $79K 0.00% +2K +4194.0% $36.94 +19.4%
394 WSC WILLSCOT HLDGS CORP COM Industrials 4,476.0 $78K 0.00% +841.0 +23.1% $17.37 +42.7%
395 SRPT SAREPTA THERAPEUTICS INC Healthcare 3,563.0 $78K 0.00% +37.0 +1.1% $21.76 -23.4%
396 EMBJ EMBRAER S.A. Industrials 1,301.0 $77K 0.00% +870.0 +201.9% $59.34 -2.4%
397 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 934.0 $76K 0.00% +86.0 +10.1% $80.94 -0.6%
398 CBRE CBRE GROUP INC Real Estate 542.0 $73K 0.00% +60.0 +12.4% $135.46 -4.2%
399 CWEN CLEARWAY ENERGY INC Utilities 1,868.0 $73K 0.00% +2K +10000.0% $39.29 +2.3%
400 CACI CACI INTL INC Technology 132.0 $72K 0.00% +18.0 +15.8% $543.87 -7.9%
Page 20 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%