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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 15 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AIG AMERICAN INTL GROUP INC Financial Services 14,000.0 $1.1M 0.04% +9K +196.2% $75.25 +0.0%
282 LEN LENNAR CORP Consumer Cyclical 12,087.0 $1.0M 0.04% -3K -22.4% $86.84 +4.7%
283 AMBA AMBARELLA INC Technology 20,349.0 $1.0M 0.04% -7K -24.3% $51.48 +76.0%
284 SWK STANLEY BLACK & DECKER INC Industrials 14,699.0 $1.0M 0.04% +9K +180.0% $71.06 +11.8%
285 EME EMCOR GROUP INC Industrials 1,400.0 $1.0M 0.04% -300.0 -17.6% $738.31 +15.8%
286 NTES NETEASE COM INC Technology 9,155.0 $1.0M 0.04% +4K +91.1% $111.94 +10.7%
287 CLS CELESTICA INC Technology 3,629.0 $1.0M 0.04% +746.0 +25.9% $281.68 +27.0%
288 DKS DICKS SPORTING GOODS INC Consumer Cyclical 5,150.0 $1.0M 0.04% +5K +1291.9% $198.29 +10.6%
289 PEP PEPSICO INC Consumer Defensive 6,444.0 $1.0M 0.04% NEW $155.29 -4.9%
290 RGTI RIGETTI COMPUTING INC Technology 70,983.0 $997K 0.04% +29K +68.3% $14.04 +75.4%
291 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 12,636.0 $986K 0.04% -8K -39.1% $78.03 +3.8%
292 TSCO TRACTOR SUPPLY CO Consumer Cyclical 21,728.0 $984K 0.04% +11K +99.5% $45.30 -32.3%
293 WAL WESTERN ALLIANCE BANCORP Financial Services 13,843.0 $981K 0.04% +13K +2531.8% $70.85 +10.7%
294 DXCM DEXCOM INC Healthcare 15,574.0 $978K 0.04% -16K -51.3% $62.80 +11.9%
295 ADSK AUTODESK INC Technology 4,083.0 $977K 0.04% +2K +59.4% $239.40 -1.0%
296 COHR COHERENT CORP Technology 4,080.0 $972K 0.04% +4K +7900.0% $238.21 +59.6%
297 ENPH ENPHASE ENERGY INC Energy 25,685.0 $971K 0.04% -94K -78.5% $37.81 +85.9%
298 WPM WHEATON PRECIOUS METALS CORP Basic Materials 7,373.0 $966K 0.04% +7K +2154.7% $131.01 -0.6%
299 AGI ALAMOS GOLD INC COM Basic Materials 21,628.0 $961K 0.04% +11K +95.6% $44.43 -13.4%
300 VLO VALERO ENERGY CORP Energy 3,888.0 $961K 0.04% -12K -75.7% $247.08 -2.7%
Page 15 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%