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Portfolio (Quarterly) Guide ↗

Leonteq Securities AG

· CIK 0001535950
13F Portfolio $3.3B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1432 New
Page 12 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FERG FERGUSON ENTERPRISES INC Industrials 118.0 $2.0M 0.06% NEW $16680.00 -98.6%
222 BE BLOOM ENERGY CORP Industrials 22,502.0 $2.0M 0.06% NEW $86.89 +248.0%
223 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,315.0 $1.9M 0.06% NEW $366.85 -87.9%
224 WFC WELLS FARGO CO NEW Financial Services 20,840.0 $1.9M 0.06% NEW $93.20 -18.0%
225 IONQ IONQ INC Technology 43,013.0 $1.9M 0.06% NEW $44.87 +41.8%
226 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 7,483.0 $1.9M 0.06% NEW $256.03 -13.8%
227 AMBA AMBARELLA INC Technology 26,870.0 $1.9M 0.06% NEW $70.84 +32.1%
228 SMCI PUT SUPER MICRO COMPUTER INC Technology 65,000.0 $1.9M 0.06% NEW $29.27 +26.8%
229 WBD WARNER BROS DISCOVERY INC Communication Services 65,621.0 $1.9M 0.06% NEW $28.82 -6.2%
230 RGLD ROYAL GOLD INC Basic Materials 8,485.0 $1.9M 0.06% NEW $222.29 +1.6%
231 LIN LINDE PLC Basic Materials 4,381.0 $1.9M 0.06% NEW $426.39 +20.8%
232 INTC CALL INTEL CORP Technology 50,000.0 $1.8M 0.06% NEW $36.90 +234.7%
233 CF CF INDS HLDGS INC Basic Materials 23,762.0 $1.8M 0.06% NEW $77.34 +54.1%
234 LKQ LKQ CORP Consumer Cyclical 60,248.0 $1.8M 0.06% NEW $30.20 -9.8%
235 BSX BOSTON SCIENTIFIC CORP Healthcare 18,922.0 $1.8M 0.06% NEW $95.35 -39.5%
236 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 20,748.0 $1.8M 0.05% NEW $84.36 -5.3%
237 AMCOR PLC 209,796.0 $1.7M 0.05% NEW $8.34
238 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 27,138.0 $1.7M 0.05% NEW $64.32 +28.9%
239 WDC WESTERN DIGITAL CORP Technology 10,076.0 $1.7M 0.05% NEW $172.27 +181.1%
240 CPB THE CAMPBELLS COMPANY Consumer Defensive 61,216.0 $1.7M 0.05% NEW $27.87 -27.8%
Page 12 of 72  ·  1,432 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 30.9%
Communication Services 18.0%
Consumer Cyclical 18.0%
Financial Services 9.9%
Healthcare 6.7%
Industrials 5.5%
Basic Materials 4.3%
Energy 2.4%
Consumer Defensive 2.3%
Utilities 1.5%