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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 22 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ENS ENERSYS Industrials 293.0 $51K 0.00% +42.0 +16.7% $173.72 +40.1%
422 BBY BEST BUY INC Consumer Cyclical 786.0 $50K 0.00% +113.0 +16.8% $64.20 -1.5%
423 STN STANTEC INC Industrials 414.0 $50K 0.00% +23.0 +5.9% $120.26 -36.0%
424 NFE NEW FORTRESS ENERGY INC COM Utilities 82,447.0 $49K 0.00% +50K +151.7% $0.59 +5.0%
425 FRSH FRESHWORKS INC CLASS A Technology 6,000.0 $48K 0.00% +96.0 +1.6% $8.03 +12.6%
426 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 592.0 $47K 0.00% +21.0 +3.7% $79.33 -4.6%
427 LMNR LIMONEIRA CO Consumer Defensive 3,386.0 $45K 0.00% +2K +88.8% $13.42 -4.6%
428 FLR FLUOR CORP Industrials 968.0 $45K 0.00% +514.0 +113.2% $46.65 +0.5%
429 SFM SPROUTS FMRS MKT INC Consumer Defensive 568.0 $44K 0.00% +492.0 +647.4% $77.13 +11.0%
430 AVO MISSION PRODUCE INC Consumer Defensive 3,153.0 $43K 0.00% +449.0 +16.6% $13.76 -15.3%
431 ACHR ARCHER AVIATION INC COM Industrials 8,310.0 $43K 0.00% +210.0 +2.6% $5.17 +25.9%
432 AYI ACUITY INC Industrials 153.0 $43K 0.00% +144.0 +1600.0% $280.22 +6.2%
433 FLYW FLYWIRE CORPORATION Technology 3,540.0 $41K 0.00% +3K +267.6% $11.64 +37.5%
434 BL BLACKLINE INC Technology 1,086.0 $40K 0.00% +989.0 +1019.6% $37.00 -22.0%
435 EXC EXELON CORP Utilities 813.0 $40K 0.00% +209.0 +34.6% $49.02 -6.1%
436 EH EHANG HLDGS LTD Industrials 4,000.0 $39K 0.00% +2K +100.0% $9.71 -2.1%
437 CVNA CARVANA CO Consumer Cyclical 122.0 $38K 0.00% +112.0 +1120.0% $314.38 -77.7%
438 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 1,795.0 $38K 0.00% +1K +288.5% $20.95 +10.5%
439 JOBY JOBY AVIATION INC Industrials 4,351.0 $36K 0.00% +3K +295.2% $8.26 +39.5%
440 PAYX PAYCHEX INC Industrials 360.0 $33K 0.00% +347.0 +2669.2% $92.12 +2.9%
Page 22 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%