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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 3 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BA CALL BOEING CO Industrials 37,500.0 $7.5M 0.28% +33K +697.9% $199.03 +10.0%
42 MELI MERCADOLIBRE INC Consumer Cyclical 4,269.0 $7.4M 0.27% +3K +269.3% $1729.02 -3.7%
43 SE SEA LTD Consumer Cyclical 88,429.0 $7.3M 0.27% +61K +224.2% $82.81 +5.4%
44 ALB ALBEMARLE CORP Basic Materials 39,648.0 $7.1M 0.26% +3K +8.4% $179.53 -4.4%
45 QCOM QUALCOMM INC Technology 55,075.0 $7.1M 0.26% +22K +67.6% $128.78 +84.9%
46 AAL AMERICAN AIRLINES GROUP INC Industrials 652,275.0 $7.0M 0.26% +111K +20.5% $10.74 +29.0%
47 SMCI SUPER MICRO COMPUTER INC Technology 302,300.0 $6.9M 0.26% +67K +28.3% $22.77 +56.3%
48 BMY BRISTOL-MYERS SQUIBB CO Healthcare 112,665.0 $6.8M 0.25% +52K +85.2% $60.65 -2.0%
49 BIDU BAIDU INC Communication Services 61,032.0 $6.8M 0.25% +33K +114.0% $111.42 +14.7%
50 INTC CALL INTEL CORP Technology 150,000.0 $6.6M 0.24% +100K +200.0% $44.13 +171.6%
51 BSX BOSTON SCIENTIFIC CORP Healthcare 99,255.0 $6.2M 0.23% +80K +424.6% $62.75 -7.9%
52 CEG CONSTELLATION ENERGY CORP Utilities 21,394.0 $6.0M 0.22% +11K +110.8% $279.25 +5.3%
53 UAL UNITED AIRLS HLDGS INC Industrials 63,972.0 $5.9M 0.22% +13K +25.8% $92.08 +8.6%
54 ZS ZSCALER INC Technology 38,465.0 $5.4M 0.20% +18K +89.3% $140.29 +21.9%
55 HDB HDFC BANK LTD Financial Services 216,879.0 $5.4M 0.20% +175K +419.5% $24.88 -0.6%
56 AMAT APPLIED MATLS INC Technology 14,532.0 $5.0M 0.18% +2K +12.6% $341.79 +26.4%
57 GIS GENERAL MILLS INC Consumer Defensive 132,658.0 $4.9M 0.18% +128K +2515.5% $37.22 -9.5%
58 HOOD ROBINHOOD MKTS INC COM Financial Services 65,907.0 $4.6M 0.17% +8K +14.6% $69.30 +6.3%
59 BX BLACKSTONE INC Financial Services 38,686.0 $4.4M 0.17% +32K +470.5% $114.99 +3.1%
60 INTU INTUIT Technology 10,251.0 $4.4M 0.16% +7K +177.2% $432.38 -26.0%
Page 3 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%