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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 6 of 25  ·  499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SATS ECHOSTAR CORP Technology 6,992.0 $819K 0.03% -219.0 -3.0% $117.07 +6.1%
102 NXT NEXTPOWER INC CLASS A Technology 6,684.0 $806K 0.03% -2K -26.9% $120.55 +8.3%
103 HEI HEICO CORP NEW Industrials 2,840.0 $779K 0.03% -211.0 -6.9% $274.20 +9.8%
104 EA ELECTRONIC ARTS INC Communication Services 3,642.0 $742K 0.03% -100.0 -2.7% $203.87 -1.4%
105 SEDG SOLAREDGE TECHNOLOGIES INC Energy 13,766.0 $703K 0.03% -11K -43.9% $51.05 +21.4%
106 DDOG DATADOG INC CL A Technology 5,841.0 $690K 0.03% -3K -34.2% $118.05 +88.3%
107 CW CURTISS WRIGHT CORP Industrials 970.0 $661K 0.02% -240.0 -19.8% $681.12 +7.4%
108 MO ALTRIA GROUP INC Consumer Defensive 10,005.0 $660K 0.02% -12K -53.7% $65.99 +12.0%
109 PSX PHILLIPS 66 Energy 3,611.0 $658K 0.02% -2K -29.7% $182.18 -2.5%
110 PH PARKER-HANNIFIN CORP Industrials 734.0 $657K 0.02% -10.0 -1.3% $895.24 -3.2%
111 PCG PG&E CORP Utilities 36,000.0 $633K 0.02% -7K -16.1% $17.57 -6.1%
112 PVH PVH CORPORATION Consumer Cyclical 8,952.0 $624K 0.02% -903.0 -9.2% $69.76 +27.5%
113 VRT VERTIV HOLDINGS CO COM Industrials 2,440.0 $611K 0.02% -13K -84.0% $250.58 +30.7%
114 ALAB ASTERA LABS INC Technology 5,565.0 $610K 0.02% -1K -15.9% $109.60 +180.0%
115 TDOC TELADOC HEALTH INC Healthcare 110,847.0 $604K 0.02% -22K -16.4% $5.45 +20.6%
116 CAG CONAGRA BRANDS INC Consumer Defensive 38,397.0 $604K 0.02% -101K -72.5% $15.72 -13.7%
117 ROKU ROKU INC COM Communication Services 6,236.0 $590K 0.02% -1K -15.9% $94.62 +32.7%
118 DE DEERE & CO Industrials 1,020.0 $575K 0.02% -2K -65.1% $563.30 -6.1%
119 CARR CARRIER GLOBAL CORPORATION Industrials 10,071.0 $567K 0.02% -5K -32.0% $56.31 +12.1%
120 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,585.0 $564K 0.02% -4K -55.2% $157.28 -2.7%
Page 6 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%