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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 59 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 PLMR PALOMAR HLDGS INC Financial Services 100.0 $13K NEW $134.76 -15.0%
1162 HQY HEALTHEQUITY INC Healthcare 147.0 $13K NEW $91.61 -4.8%
1163 CPA COPA HOLDINGS SA Industrials 110.0 $13K NEW $120.61 +18.0%
1164 SCI SERVICE CORP INTL Consumer Cyclical 169.0 $13K NEW $77.97 -1.7%
1165 SMG SCOTTS MIRACLE-GRO CO Basic Materials 220.0 $13K NEW $58.35 +0.9%
1166 IVZ INVESCO LTD Financial Services 486.0 $13K NEW $26.27 +5.4%
1167 CRUS CIRRUS LOGIC INC Technology 107.0 $13K NEW $118.50 +50.5%
1168 Z ZILLOW GROUP INC Communication Services 185.0 $13K NEW $68.22 -46.7%
1169 WY WEYERHAEUSER CO MTN BE Real Estate 531.0 $13K NEW $23.69 -0.1%
1170 GTX GARRETT MOTION INC Consumer Cyclical 718.0 $13K NEW $17.43 +94.5%
1171 KIM KIMCO RLTY CORP Real Estate 615.0 $12K NEW $20.27 +21.1%
1172 ACGL ARCH CAP GROUP LTD Financial Services 129.0 $12K NEW $95.92 -0.6%
1173 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 11,489.0 $12K NEW $1.07 -27.2%
1174 MKTX MARKETAXESS HLDGS INC Financial Services 67.0 $12K NEW $181.25 -27.6%
1175 WELL WELLTOWER INC Real Estate 65.0 $12K NEW $185.62 +16.5%
1176 LXP INDUSTRIAL TRUST 240.0 $12K NEW $49.58
1177 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 3,684.0 $12K NEW $3.21 +9.3%
1178 AWR AMER STATES WTR CO Utilities 160.0 $12K NEW $72.48 +5.1%
1179 MAS MASCO CORP Industrials 181.0 $11K NEW $63.46 +8.6%
1180 DEFI DEVELOPMENT CORP 2,249.0 $11K NEW $5.05
Page 59 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%