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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PBF PBF ENERGY INC Energy 700.0 $33K 0.00% NEW $47.62 -15.6%
82 ASM AVINO SILVER & GOLD MINES LT Basic Materials 3,650.0 $32K 0.00% NEW $8.83 -26.0%
83 MUX MCEWEN INC. Basic Materials 1,510.0 $31K 0.00% NEW $20.42 +3.5%
84 WLDN WILLDAN GROUP INC Industrials 382.0 $29K 0.00% NEW $76.56 +22.2%
85 ALMONTY INDS INC 2,000.0 $29K 0.00% NEW $14.48
86 MUR MURPHY OIL CORP Energy 691.0 $29K 0.00% NEW $41.25 -7.9%
87 VNET VNET GROUP INC Technology 3,000.0 $25K 0.00% NEW $8.39 +13.7%
88 Q QNITY ELECTRONICS INC Technology 200.0 $23K 0.00% NEW $115.38 +36.0%
89 ADEA ADEIA INC Technology 880.0 $21K 0.00% NEW $24.03 +11.8%
90 ICHR ICHOR HOLDINGS Technology 410.0 $19K 0.00% NEW $46.61 +48.0%
91 UCTT ULTRA CLEAN HLDGS INC Technology 300.0 $19K 0.00% NEW $62.18 +35.1%
92 FIGS FIGS INC Consumer Cyclical 1,000.0 $15K 0.00% NEW $14.77 -15.1%
93 NRGV ENERGY VAULT HOLDINGS INC Utilities 4,053.0 $13K NEW $3.30 +55.5%
94 EQH EQUITABLE HLDGS INC Financial Services 335.0 $12K NEW $37.11 +14.7%
95 ESE ESCO TECHNOLOGIES INC Technology 33.0 $9K NEW $281.36 +5.1%
96 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 94.0 $9K NEW $92.04 -11.1%
97 ACI ALBERTSONS COS INC Consumer Defensive 431.0 $7K NEW $17.04 -4.9%
98 VSNT VERSANT MEDIA GROUP INC COM Industrials 182.0 $7K NEW $37.02 +15.3%
99 PALLADYNE AI CORP 1,000.0 $6K NEW $6.07
100 USB US BANCORP Financial Services 95.0 $5K NEW $52.01 +5.4%
Page 5 of 6  ·  108 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%