BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Leonteq Securities AG

· CIK 0001535950
13F Portfolio $2.9B AUM 1,308 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 127 New 393 Added 546 Reduced 131 Exited
Page 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 93.0 $33K 0.00% NEW $352.68 -6.1%
82 CORT CORCEPT THERAPEUTICS INC Healthcare 375.0 $33K 0.00% NEW $86.95 +35.9%
83 DLO DLOCAL LTD CLASS A Technology 2,500.0 $32K 0.00% NEW $13.00 +16.7%
84 RELY REMITLY GLOBAL INC Technology 1,435.0 $32K 0.00% NEW $22.41 +17.4%
85 ADUS ADDUS HOMECARE CORP Healthcare 314.0 $32K 0.00% NEW $100.47 +18.1%
86 NDSN NORDSON CORP Industrials 100.0 $30K 0.00% NEW $301.69 +11.1%
87 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 800.0 $30K 0.00% NEW $37.05 -20.5%
88 SST SYSTEM1 INC CL A Industrials 12,500.0 $29K 0.00% NEW $2.31 -18.2%
89 FLNC FLUENCE ENERGY INC COM Utilities 1,405.0 $28K 0.00% NEW $19.88 -43.0%
90 LSCC LATTICE SEMICONDUCTOR CORP Technology 159.0 $24K 0.00% NEW $152.96 -21.1%
91 APPF APPFOLIO INC COM Technology 150.0 $24K 0.00% NEW $160.35 +43.3%
92 LIFTOFF MOBILE INC 1,000.0 $24K 0.00% NEW $24.02
93 KYMR KYMERA THERAPEUTICS INC Healthcare 200.0 $23K 0.00% NEW $114.67 +7.4%
94 ERO ERO COPPER CORP Basic Materials 719.0 $23K 0.00% NEW $31.79 +25.3%
95 KALU KAISER ALUMINIUM CORPORATION Basic Materials 112.0 $22K 0.00% NEW $195.63 -19.1%
96 OGN ORGANON & CO Healthcare 1,390.0 $19K 0.00% NEW $13.54 +1.6%
97 CAI CARIS LIFE SCIENCES INC Healthcare 1,000.0 $18K 0.00% NEW $17.82 +52.6%
98 SKM SK TELECOM CO LTD Communication Services 546.0 $18K 0.00% NEW $32.16 +23.4%
99 DRS LEONARDO DRS INC Industrials 375.0 $16K 0.00% NEW $42.67 -9.4%
100 ZD ZIFF DAVIS INC Communication Services 300.0 $16K 0.00% NEW $52.37 +7.1%
Page 5 of 7  ·  127 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 48.1%
Consumer Cyclical 13.8%
Communication Services 10.7%
Industrials 6.0%
Financial Services 5.9%
Healthcare 4.8%
Basic Materials 4.7%
Consumer Defensive 2.4%
Energy 2.2%
Utilities 1.2%