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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 21 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MANH MANHATTAN ASSOCIATES INC Technology 538.0 $72K 0.00% +285.0 +112.7% $133.12 +4.9%
402 PODD INSULET CORP Healthcare 332.0 $70K 0.00% +130.0 +64.4% $209.84 -26.7%
403 MTN VAIL RESORTS INC Consumer Cyclical 540.0 $69K 0.00% +186.0 +52.5% $128.32 -1.3%
404 PCAR PACCAR INC Industrials 595.0 $69K 0.00% +164.0 +38.0% $115.50 -3.0%
405 HXL HEXCEL CORP NEW Industrials 840.0 $68K 0.00% +329.0 +64.4% $80.93 +8.7%
406 DOCS DOXIMITY INC Healthcare 2,912.0 $68K 0.00% +1K +65.6% $23.30 -16.2%
407 AFL AFLAC INC Financial Services 615.0 $67K 0.00% +216.0 +54.1% $109.71 +6.5%
408 LCID LUCID GROUP INC Consumer Cyclical 6,950.0 $66K 0.00% +574.0 +9.0% $9.53 -37.4%
409 AMKR AMKOR TECHNOLOGY INC Technology 1,422.0 $64K 0.00% +1K +1931.4% $45.03 +63.1%
410 TLRY TILRAY BRANDS INC Healthcare 9,737.0 $63K 0.00% +3K +45.6% $6.47 -15.8%
411 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 475.0 $63K 0.00% +69.0 +17.0% $131.74 +18.2%
412 CNQ CANADIAN NAT RES LTD MED TER Energy 1,274.0 $62K 0.00% +356.0 +38.8% $48.73 -3.9%
413 FIX COMFORT SYS USA INC Industrials 44.0 $61K 0.00% +38.0 +633.3% $1379.00 +36.6%
414 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1,541.0 $60K 0.00% +1K +728.5% $38.97 -1.5%
415 DLTR DOLLAR TREE INC Consumer Defensive 540.0 $59K 0.00% +235.0 +77.0% $109.51 -14.4%
416 QDEL QUIDELORTHO CORP Healthcare 3,466.0 $57K 0.00% +3K +555.2% $16.43 -27.0%
417 Z ZILLOW GROUP INC Communication Services 1,345.0 $56K 0.00% +1K +627.0% $41.38 -12.2%
418 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 1,077.0 $55K 0.00% +821.0 +320.7% $50.80 -4.9%
419 WK WORKIVA INC COM Technology 903.0 $54K 0.00% +593.0 +191.3% $59.63 -15.6%
420 UNILEVER PLC 942.0 $54K 0.00% +577.0 +158.1% $56.97
Page 21 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%