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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 16 of 25  ·  499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RITM RITHM CAPITAL CORP Real Estate 7,000.0 $66K 0.00% -4K -39.1% $9.48 -2.2%
302 OTIS OTIS WORLDWIDE CORP Industrials 855.0 $66K 0.00% -577.0 -40.3% $77.08 -5.6%
303 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 203.0 $65K 0.00% -163.0 -44.5% $321.40 +14.0%
304 FNV FRANCO NEV CORP Basic Materials 264.0 $65K 0.00% -127.0 -32.5% $247.05 -7.2%
305 CALM CAL MAINE FOODS INC Consumer Defensive 822.0 $65K 0.00% -170.0 -17.1% $79.15 -4.0%
306 KDP KEURIG DR PEPPER INC Consumer Defensive 2,414.0 $64K 0.00% -227.0 -8.6% $26.33 +12.2%
307 ESAB ESAB CORPORATION Industrials 652.0 $63K 0.00% -381.0 -36.9% $96.66 -2.2%
308 JKHY HENRY JACK & ASSOC INC Technology 398.0 $63K 0.00% -38.0 -8.7% $158.04 -13.1%
309 ABR ARBOR REALTY TRUST INC Real Estate 8,000.0 $62K 0.00% -2K -20.0% $7.71 -29.6%
310 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 815.0 $59K 0.00% -1K -62.5% $72.55 +4.6%
311 BB BLACKBERRY LTD Technology 12,969.0 $58K 0.00% -22K -62.5% $4.51 +86.7%
312 DBX DROPBOX INC Technology 2,494.0 $57K 0.00% -4K -62.4% $22.72 +16.6%
313 PYPL PUT PAYPAL HLDGS INC Financial Services 1,200.0 $54K 0.00% -174K -99.3% $45.23 -2.4%
314 CHYM CHIME FINL INC COM Financial Services 2,857.0 $54K 0.00% -828.0 -22.5% $18.73 -5.9%
315 DVA DAVITA INC Healthcare 346.0 $53K 0.00% -2K -87.8% $153.69 +27.2%
316 STNG SCORPIO TANKERS INC Energy 703.0 $52K 0.00% -777.0 -52.5% $74.66 +7.6%
317 TOL TOLL BROTHERS INC Consumer Cyclical 372.0 $51K 0.00% -29.0 -7.2% $136.47 +1.0%
318 EXEL EXELIXIS INC Healthcare 1,182.0 $51K 0.00% -47.0 -3.8% $42.89 +16.5%
319 DHT DHT HOLDINGS INC Energy 2,735.0 $50K 0.00% -2K -43.6% $18.27 -4.8%
320 VRNS VARONIS SYS INC Technology 2,190.0 $47K 0.00% -5K -70.1% $21.47 +44.6%
Page 16 of 25  ·  499 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%