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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 5 of 25  ·  499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,126.0 $1.1M 0.04% -925.0 -22.8% $345.15 -9.6%
82 WFC WELLS FARGO & CO Financial Services 13,483.0 $1.1M 0.04% -7K -35.3% $79.61 -4.0%
83 LEN LENNAR CORP Consumer Cyclical 12,087.0 $1.0M 0.04% -3K -22.4% $86.84 +2.3%
84 AMBA AMBARELLA INC Technology 20,349.0 $1.0M 0.04% -7K -24.3% $51.48 +70.1%
85 EME EMCOR GROUP INC Industrials 1,400.0 $1.0M 0.04% -300.0 -17.6% $738.31 +15.0%
86 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 12,636.0 $986K 0.04% -8K -39.1% $78.03 +0.8%
87 DXCM DEXCOM INC Healthcare 15,574.0 $978K 0.04% -16K -51.3% $62.80 +14.8%
88 ENPH ENPHASE ENERGY INC Energy 25,685.0 $971K 0.04% -94K -78.5% $37.81 +69.3%
89 VLO VALERO ENERGY CORP Energy 3,888.0 $961K 0.04% -12K -75.7% $247.08 -0.0%
90 CTVA CORTEVA INC Basic Materials 11,443.0 $958K 0.04% -24K -67.4% $83.71 -5.0%
91 REGN REGENERON PHARMACEUTICALS Healthcare 1,212.0 $936K 0.04% -130.0 -9.7% $772.64 -17.3%
92 GNRC GENERAC HLDGS INC Industrials 4,744.0 $927K 0.03% -2K -31.8% $195.33 +38.3%
93 PWR QUANTA SVCS INC Industrials 1,673.0 $919K 0.03% -792.0 -32.1% $549.02 +31.8%
94 HOOD CALL ROBINHOOD MKTS INC COM Financial Services 13,000.0 $901K 0.03% -8K -38.1% $69.30 +6.3%
95 HON HONEYWELL INTL INC Industrials 3,966.0 $896K 0.03% -2K -31.2% $226.03 +0.8%
96 WBD WARNER BROS DISCOVERY INC Communication Services 31,732.0 $871K 0.03% -34K -51.6% $27.46 -1.6%
97 ALGN ALIGN TECHNOLOGY INC Healthcare 5,052.0 $866K 0.03% -4K -45.2% $171.43 -4.6%
98 DLR DIGITAL RLTY TR INC Real Estate 4,587.0 $827K 0.03% -2K -26.5% $180.21 +6.6%
99 OXY OCCIDENTAL PETE CORP Energy 12,626.0 $821K 0.03% -57K -81.9% $65.00 -9.5%
100 RIOT RIOT PLATFORMS INC Financial Services 66,343.0 $820K 0.03% -2K -3.5% $12.36 +98.1%
Page 5 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%