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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 11 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CRWD PUT CROWDSTRIKE HLDGS INC Technology 5,000.0 $2.0M 0.07% $390.41 +72.6%
202 LITE LUMENTUM HLDGS INC Technology 2,756.0 $1.9M 0.07% +2K +955.9% $702.76 +29.3%
203 AAL CALL AMERICAN AIRLINES GROUP INC Industrials 180,000.0 $1.9M 0.07% NEW $10.74 +38.3%
204 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,260.0 $1.9M 0.07% -766.0 -15.2% $446.54 -2.2%
205 ES EVERSOURCE ENERGY Utilities 27,447.0 $1.9M 0.07% +27K +10000.0% $69.28 +1.1%
206 DPZ DOMINOS PIZZA INC Consumer Cyclical 5,260.0 $1.9M 0.07% +2K +89.8% $358.79 -13.5%
207 CPB THE CAMPBELLS COMPANY Consumer Defensive 83,970.0 $1.9M 0.07% +23K +37.2% $22.27 -9.4%
208 WMT WALMART INC Consumer Defensive 14,977.0 $1.9M 0.07% +4K +33.4% $124.24 -4.6%
209 LAD LITHIA MTRS INC Consumer Cyclical 7,386.0 $1.8M 0.07% +6K +570.8% $249.72 +13.9%
210 GD GENERAL DYNAMICS CORP Industrials 5,360.0 $1.8M 0.07% +1K +35.4% $343.22 +0.4%
211 LRCX LAM RESEARCH CORP Technology 8,585.0 $1.8M 0.07% +8K +9131.2% $213.66 +51.1%
212 ZTS ZOETIS INC Healthcare 15,063.0 $1.8M 0.07% +8K +128.1% $118.21 -31.8%
213 MARA CALL MARA HOLDINGS INC Financial Services 214,000.0 $1.7M 0.07% -86K -28.7% $8.16 +73.7%
214 MET METLIFE INC Financial Services 24,502.0 $1.7M 0.06% +12K +90.6% $70.72 +17.8%
215 KLAC KLA CORP Technology 1,170.0 $1.7M 0.06% +612.0 +109.7% $1472.41 +36.7%
216 GOOG CALL ALPHABET INC CAP STK Communication Services 6,000.0 $1.7M 0.06% NEW $286.86 +34.0%
217 XOM EXXON MOBIL CORP Energy 10,135.0 $1.7M 0.06% +4K +73.3% $169.66 -11.6%
218 ABT ABBOTT LABORATORIES Healthcare 16,490.0 $1.7M 0.06% +16K +5789.3% $102.67 -15.6%
219 UBER CALL UBER TECHNOLOGIES INC Technology 23,500.0 $1.7M 0.06% -6K -21.7% $71.93 -2.4%
220 BKR BAKER HUGHES COMPANY Energy 27,154.0 $1.7M 0.06% -411.0 -1.5% $61.05 +9.9%
Page 11 of 64  ·  1,279 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%