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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 17 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TGT TARGET CORP Consumer Defensive 10,423.0 $1.0M 0.03% NEW $97.75 +28.3%
322 MET METLIFE INC Financial Services 12,855.0 $1.0M 0.03% NEW $78.94 +5.5%
323 CNC CENTENE CORP DEL Healthcare 24,351.0 $1.0M 0.03% NEW $41.15 +39.1%
324 COF CAPITAL ONE FINL CORP Financial Services 4,075.0 $988K 0.03% NEW $242.36 -23.1%
325 HEI HEICO CORP NEW Industrials 3,051.0 $987K 0.03% NEW $323.59 -4.6%
326 KMI KINDER MORGAN INC DEL Energy 35,835.0 $985K 0.03% NEW $27.49 +19.6%
327 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,696.0 $985K 0.03% NEW $580.71 -8.8%
328 MCHP MICROCHIP TECHNOLOGY INC. Technology 15,397.0 $981K 0.03% NEW $63.72 +53.9%
329 DKNG DRAFTKINGS INC NEW Consumer Cyclical 28,395.0 $978K 0.03% NEW $34.46 -30.9%
330 AKAM AKAMAI TECHNOLOGIES INC Technology 11,175.0 $975K 0.03% NEW $87.25 +69.9%
331 MKC MCCORMICK & CO INC Consumer Defensive 14,212.0 $968K 0.03% NEW $68.11 -31.3%
332 DLR DIGITAL RLTY TR INC Real Estate 6,241.0 $966K 0.03% NEW $154.71 +25.2%
333 PINS CALL PINTEREST INC Communication Services 37,000.0 $958K 0.03% NEW $25.89 -25.3%
334 CROX CROCS INC Consumer Cyclical 11,184.0 $956K 0.03% NEW $85.52 +35.7%
335 GNRC GENERAC HLDGS INC Industrials 6,955.0 $948K 0.03% NEW $136.37 +101.5%
336 AVAV AEROVIRONMENT INC Industrials 3,898.0 $943K 0.03% NEW $241.89 -24.7%
337 TDG TRANSDIGM GROUP INC Industrials 703.0 $935K 0.03% NEW $1329.85 -7.8%
338 RGTI RIGETTI COMPUTING INC Technology 42,176.0 $934K 0.03% NEW $22.15 +13.2%
339 TDOC TELADOC HEALTH INC Healthcare 132,512.0 $928K 0.03% NEW $7.00 -5.9%
340 LEIDOS HOLDINGS INC 5,102.0 $920K 0.03% NEW $180.40
Page 17 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%