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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 20 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RMBS RAMBUS INC DEL Technology 6,749.0 $581K 0.02% +7K +10000.0% $86.03 +72.8%
382 NVTS NAVITAS SEMICONDUCTOR CORP Technology 66,115.0 $580K 0.02% +56K +561.1% $8.77 +229.3%
383 DE DEERE & CO Industrials 1,020.0 $575K 0.02% -2K -65.1% $563.30 -6.0%
384 CELH CELSIUS HLDGS INC Consumer Defensive 16,165.0 $574K 0.02% +12K +317.2% $35.48 -10.8%
385 CARR CARRIER GLOBAL CORPORATION Industrials 10,071.0 $567K 0.02% -5K -32.0% $56.31 +14.6%
386 FIG FIGMA INC Technology 26,802.0 $567K 0.02% +8K +43.6% $21.14 +0.9%
387 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,585.0 $564K 0.02% -4K -55.2% $157.28 -4.8%
388 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 160,000.0 $562K 0.02% -35K -17.9% $3.51 +24.5%
389 SHEL SHELL PLC Energy 6,000.0 $558K 0.02% +4K +300.0% $93.00 -9.9%
390 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,825.0 $555K 0.02% -310.0 -14.5% $304.08 +10.8%
391 BKSY BLACKSKY TECHNOLOGY INC Technology 22,027.0 $554K 0.02% +16K +260.0% $25.16 +102.7%
392 CME CME GROUP INC Financial Services 1,875.0 $554K 0.02% -2K -54.7% $295.35 -5.5%
393 AEP AMERICAN ELEC PWR CO INC Utilities 4,218.0 $553K 0.02% -1K -20.7% $131.03 -1.1%
394 NYT NEW YORK TIMES CO MTN BE Communication Services 6,525.0 $546K 0.02% NEW $83.73 -10.7%
395 CMI CUMMINS INC Industrials 1,015.0 $546K 0.02% +51.0 +5.3% $538.02 +24.1%
396 MCD MCDONALDS CORP Consumer Cyclical 1,749.0 $544K 0.02% -359.0 -17.0% $310.79 -9.6%
397 ASX ASE TECHNOLOGY HLDG CO LTD Technology 25,000.0 $542K 0.02% NEW $21.68 +80.2%
398 RNR RENAISSANCERE HLDGS LTD Financial Services 1,802.0 $536K 0.02% +483.0 +36.6% $297.23 -2.5%
399 MRSH MARSH & MCLENNAN COS INC Financial Services 3,082.0 $535K 0.02% +2K +429.6% $173.45 -7.4%
400 EVEREST GROUP LTD 1,635.0 $534K 0.02% +965.0 +144.0% $326.85
Page 20 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%