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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 55 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 NVR NVR INC Consumer Cyclical 3.0 $22K 0.00% NEW $7292.67 -17.2%
1082 LOPE GRAND CANYON ED INC Consumer Defensive 131.0 $22K 0.00% NEW $166.31 -7.0%
1083 CAH CARDINAL HEALTH INC Healthcare 105.0 $22K 0.00% NEW $205.50 -2.5%
1084 AOS SMITH A O CORP Industrials 322.0 $22K 0.00% NEW $66.88 -12.8%
1085 IAG IAMGOLD CORP Basic Materials 1,300.0 $21K 0.00% NEW $16.49 +4.9%
1086 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 860.0 $21K 0.00% NEW $24.83 -33.0%
1087 PAYO PAYONEER GLOBAL INC Technology 3,776.0 $21K 0.00% NEW $5.62 -11.9%
1088 WRB BERKLEY W R CORP Financial Services 300.0 $21K 0.00% NEW $70.12 -3.7%
1089 KOPN KOPIN CORP Technology 8,900.0 $21K 0.00% NEW $2.34 +139.7%
1090 NGNE NEUROGENE INC Healthcare 1,000.0 $21K 0.00% NEW $20.60 +31.6%
1091 O REALTY INCOME CORP Real Estate 363.0 $20K 0.00% NEW $56.37 +10.8%
1092 AMERICAN BITCOIN CORP. 12,000.0 $20K 0.00% NEW $1.70
1093 GDDY GODADDY INC Technology 164.0 $20K 0.00% NEW $124.08 -28.3%
1094 SIX FLAGS ENTERTAINMENT CORP 1,326.0 $20K 0.00% NEW $15.34
1095 HMY HARMONY GOLD MINING CO LTD Basic Materials 1,019.0 $20K 0.00% NEW $19.90 -9.4%
1096 GWW WW GRAINGER INC Industrials 20.0 $20K 0.00% NEW $1009.05 +23.8%
1097 YALA YALLA GROUP LTD Technology 2,900.0 $20K 0.00% NEW $6.94 -10.7%
1098 OSCR OSCAR HEALTH INC Healthcare 1,391.0 $20K 0.00% NEW $14.37 +52.3%
1099 AME AMETEK INC Industrials 97.0 $20K 0.00% NEW $205.31 +11.8%
1100 SOLV SOLVENTUM CORP Healthcare 249.0 $20K 0.00% NEW $79.24 -3.7%
Page 55 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%