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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 49 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 PCAR PACCAR INC Industrials 431.0 $47K 0.00% NEW $109.51 +2.7%
962 MTN VAIL RESORTS INC Consumer Cyclical 354.0 $47K 0.00% NEW $132.80 -1.9%
963 DYNAVAX TECHNOLOGIES CORP 3,026.0 $47K 0.00% NEW $15.38
964 MAN MANPOWERGROUP INC WIS Industrials 1,537.0 $46K 0.00% NEW $29.73 -1.9%
965 AEIS ADVANCED ENERGY INDS Industrials 217.0 $45K 0.00% NEW $209.37 +57.2%
966 KVUE KENVUE INC Consumer Defensive 2,617.0 $45K 0.00% NEW $17.25 +2.1%
967 BBY BEST BUY INC Consumer Cyclical 673.0 $45K 0.00% NEW $66.93 -4.6%
968 S CALL SENTINELONE INC Technology 3,000.0 $45K 0.00% NEW $15.00 +19.5%
969 PCTY PAYLOCITY HLDG CORP Technology 294.0 $45K 0.00% NEW $152.50 -28.8%
970 VEEV CALL VEEVA SYS INC Healthcare 200.0 $45K 0.00% NEW $223.23 -28.8%
971 ALTO ALTO INGREDIENTS INC Basic Materials 15,399.0 $44K 0.00% NEW $2.88 +86.6%
972 WAL WESTERN ALLIANCE BANCORP Financial Services 526.0 $44K 0.00% NEW $84.07 -6.5%
973 INSW INTERNATIONAL SEAWAYS INC Energy 910.0 $44K 0.00% NEW $48.55 +65.4%
974 WHR WHIRLPOOL CORP Consumer Cyclical 611.0 $44K 0.00% NEW $72.14 -38.6%
975 AFL AFLAC INC Financial Services 399.0 $44K 0.00% NEW $110.27 +4.0%
976 MANH MANHATTAN ASSOCIATES INC Technology 253.0 $44K 0.00% NEW $173.31 -20.1%
977 CNI CANADIAN NATL RY CO Industrials 390.0 $44K 0.00% NEW $112.32 +5.7%
978 SPIRE GLOBAL INC 5,826.0 $44K 0.00% NEW $7.50
979 KB KB FINL GROUP INC Financial Services 504.0 $43K 0.00% NEW $86.04 +19.1%
980 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 480.0 $43K 0.00% NEW $90.03 -6.7%
Page 49 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%