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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 12 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MS MORGAN STANLEY Financial Services 9,919.0 $1.6M 0.06% -67K -87.1% $164.57 +22.6%
222 AMT AMERICAN TOWER CORP Real Estate 9,447.0 $1.6M 0.06% +3K +49.4% $172.58 +7.2%
223 KMB KIMBERLY-CLARK CORP Consumer Defensive 16,875.0 $1.6M 0.06% +3K +19.7% $96.47 +2.4%
224 T AT&T INC Communication Services 55,243.0 $1.6M 0.06% -165K -74.9% $28.99 -13.7%
225 TEAM ATLASSIAN CORPORATION Technology 23,438.0 $1.6M 0.06% +23K +7412.2% $68.25 +24.4%
226 BAX BAXTER INTL INC Healthcare 94,340.0 $1.6M 0.06% -152K -61.7% $16.80 +15.4%
227 GILD GILEAD SCIENCES INC Healthcare 11,318.0 $1.6M 0.06% -5K -29.7% $139.37 -4.0%
228 HWM HOWMET AEROSPACE INC Industrials 6,839.0 $1.6M 0.06% +403.0 +6.3% $230.46 +13.6%
229 ORLA ORLA MNG LTD NEW Basic Materials 96,159.0 $1.5M 0.06% +6K +6.5% $16.07 -21.7%
230 FOUR SHIFT4 PMTS INC Technology 34,547.0 $1.5M 0.06% +2K +5.8% $43.73 -2.1%
231 NET CLOUDFLARE INC CL A Technology 7,296.0 $1.5M 0.06% -876.0 -10.7% $206.34 +5.4%
232 V VISA INC COM Financial Services 4,920.0 $1.5M 0.06% -7K -58.7% $302.24 +8.0%
233 PGR PROGRESSIVE CORP Financial Services 7,470.0 $1.5M 0.06% +2K +48.6% $198.24 +0.3%
234 CVX CHEVRON CORPORATION Energy 7,146.0 $1.5M 0.06% -31K -81.5% $206.90 -10.7%
235 DECK DECKERS OUTDOOR CORP Consumer Cyclical 14,681.0 $1.5M 0.05% -4K -22.9% $100.09 +11.3%
236 SNAP SNAP INC Communication Services 318,755.0 $1.5M 0.05% +118K +58.8% $4.60 +25.0%
237 MOH MOLINA HEALTHCARE INC Healthcare 10,992.0 $1.5M 0.05% +10K +782.9% $133.30 +32.2%
238 UBER UBER TECHNOLOGIES INC Technology 20,059.0 $1.4M 0.05% -21K -51.5% $71.93 -2.5%
239 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 91,610.0 $1.4M 0.05% -30K -24.6% $15.72 -6.3%
240 HUM HUMANA INC Healthcare 8,196.0 $1.4M 0.05% +5K +185.8% $173.39 +74.0%
Page 12 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%