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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 40 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BKSY BLACKSKY TECHNOLOGY INC Technology 6,119.0 $115K 0.00% NEW $18.75 +172.0%
782 CRNC CERENCE INC Technology 10,715.0 $115K 0.00% NEW $10.69 +9.1%
783 DOLE DOLE PLC Consumer Defensive 7,600.0 $114K 0.00% NEW $14.99 -3.4%
784 GSAT GLOBALSTAR INC Communication Services 1,866.0 $114K 0.00% NEW $61.02 +38.2%
785 CGNX COGNEX CORP Technology 3,162.0 $114K 0.00% NEW $35.98 +85.4%
786 VUZI CALL VUZIX CORP Technology 30,000.0 $113K 0.00% NEW $3.78 +25.1%
787 MKSI MKS INC. Technology 707.0 $113K 0.00% NEW $159.80 +105.3%
788 LBRDK LIBERTY BROADBAND CORP Communication Services 2,317.0 $113K 0.00% NEW $48.60 -29.2%
789 LPLA LPL FINL HLDGS INC Financial Services 312.0 $111K 0.00% NEW $357.17 -24.0%
790 LECO LINCOLN ELEC HLDGS INC Industrials 463.0 $111K 0.00% NEW $239.64 +9.7%
791 TPR TAPESTRY INC Consumer Cyclical 865.0 $111K 0.00% NEW $127.77 +8.7%
792 SHEL SHELL PLC Energy 1,500.0 $110K 0.00% NEW $73.48 +14.1%
793 HEICO CORP NEW 435.0 $110K 0.00% NEW $252.43
794 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 11,375.0 $110K 0.00% NEW $9.65 +35.1%
795 VAL VALARIS LTD Energy 2,162.0 $109K 0.00% NEW $50.40 +82.5%
796 MRSH MARSH & MCLENNAN COS INC Financial Services 582.0 $108K 0.00% NEW $185.52 -13.4%
797 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,392.0 $107K 0.00% NEW $76.67 +16.4%
798 BLSH BULLISH Technology 2,800.0 $106K 0.00% NEW $37.87 -9.4%
799 HSAI HESAI GROUP Consumer Cyclical 4,729.0 $106K 0.00% NEW $22.40 -7.9%
800 EEFT EURONET WORLDWIDE INC Technology 1,360.0 $104K 0.00% NEW $76.11 -9.0%
Page 40 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%