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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 22 of 25  ·  499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TJX TJX COS INC NEW Consumer Cyclical 51.0 $8K -407.0 -88.9% $159.71 -0.5%
422 ODFL OLD DOMINION FREIGHT LINE IN Industrials 40.0 $8K -100.0 -71.4% $195.40 +10.9%
423 BDX BECTON DICKINSON & CO Healthcare 45.0 $7K -741.0 -94.3% $157.22 -6.0%
424 BRKR BRUKER CORP Healthcare 190.0 $7K -129.0 -40.4% $36.12 +29.9%
425 MKTX MARKETAXESS HLDGS INC Financial Services 39.0 $6K -28.0 -41.8% $164.97 -20.5%
426 GEVO GEVO INC Basic Materials 2,353.0 $6K -6K -70.8% $2.73 -35.2%
427 PCVX VAXCYTE INC Healthcare 110.0 $6K -5K -98.0% $58.11 -13.8%
428 TDW TIDEWATER INC NEW Energy 76.0 $6K -2K -95.8% $83.55 -5.8%
429 XPO XPO INC Industrials 32.0 $6K -478.0 -93.7% $194.56 +4.3%
430 AJG GALLAGHER ARTHUR J & CO Financial Services 28.0 $6K -519.0 -94.9% $216.57 -5.8%
431 LNTH LANTHEUS HLDGS INC Healthcare 79.0 $6K -192.0 -70.8% $75.85 +31.9%
432 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 3.0 $6K -1.0 -25.0% $1884.67 +6.0%
433 RHI ROBERT HALF INC. Industrials 222.0 $6K -3K -92.5% $25.40 +6.3%
434 RRC RANGE RES CORP Energy 124.0 $6K -378.0 -75.3% $45.18 -11.3%
435 HP HELMERICH & PAYNE INC Energy 154.0 $6K -770.0 -83.3% $36.03 +11.7%
436 RYANAIR HOLDINGS PLC 93.0 $5K -30.0 -24.4% $57.80
437 VISN VISTANCE NETWORKS INC Technology 293.0 $5K -4K -92.7% $18.20 -30.4%
438 EXPD EXPEDITORS INTL WASH INC Industrials 37.0 $5K -33.0 -47.1% $143.24 +12.2%
439 JBT MAREL CORPORATION 40.0 $5K -3.0 -7.0% $127.88
440 IDXX IDEXX LABS INC Healthcare 9.0 $5K -3.0 -25.0% $561.89 -0.8%
Page 22 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%