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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 9 of 25  ·  499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MSCI MSCI INC Financial Services 717.0 $386K 0.01% -179.0 -20.0% $539.01 +9.2%
162 BRO BROWN & BROWN INC Financial Services 5,866.0 $383K 0.01% -1K -18.5% $65.21 -12.6%
163 EQIX EQUINIX INC Real Estate 382.0 $374K 0.01% -782.0 -67.2% $980.24 +9.9%
164 SIRI SIRIUSXM HOLDINGS INC Communication Services 16,094.0 $371K 0.01% -4K -19.9% $23.08 +28.4%
165 ON ON SEMICONDUCTOR CORP Technology 5,747.0 $356K 0.01% -21K -78.2% $61.92 +105.1%
166 IRM IRON MTN INC DEL Real Estate 3,364.0 $344K 0.01% -7K -67.9% $102.14 +25.7%
167 GFI GOLD FIELDS LTD Basic Materials 7,472.0 $339K 0.01% -13K -63.5% $45.40 -9.4%
168 FIVN FIVE9 INC Technology 21,925.0 $333K 0.01% -2K -8.8% $15.17 +50.2%
169 NDAQ NASDAQ INC Financial Services 3,838.0 $326K 0.01% -4K -52.4% $84.89 +7.1%
170 GOOG ALPHABET INC CAP STK Communication Services 1,129.0 $324K 0.01% -30K -96.4% $286.86 +34.2%
171 ILMN ILLUMINA INC Healthcare 2,604.0 $321K 0.01% -2K -47.3% $123.26 +17.8%
172 WAB WABTEC Industrials 1,281.0 $320K 0.01% -1K -49.3% $249.91 +2.6%
173 MEDP MEDPACE HLDGS INC Healthcare 664.0 $319K 0.01% -251.0 -27.4% $480.19 -10.6%
174 CAVA CAVA GROUP INC Consumer Cyclical 3,937.0 $319K 0.01% -11K -73.1% $80.90 -0.7%
175 CRON CRONOS GROUP INC Healthcare 89,469.0 $315K 0.01% -18K -16.6% $3.52 -22.4%
176 PKG PACKAGING CORP AMER Consumer Cyclical 1,481.0 $314K 0.01% -146.0 -9.0% $212.22 +2.9%
177 MCK MCKESSON CORP Healthcare 363.0 $314K 0.01% -1K -79.2% $865.36 -12.8%
178 RGLD ROYAL GOLD INC Basic Materials 1,232.0 $314K 0.01% -7K -85.5% $254.49 -11.2%
179 BBWI BATH & BODY WORKS INC Consumer Cyclical 16,734.0 $312K 0.01% -20K -54.0% $18.67 -5.0%
180 YPF YPF SOCIEDAD ANONIMA SPON ADR Energy 6,741.0 $312K 0.01% -16K -70.6% $46.22 +3.8%
Page 9 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%