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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 36 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 2,461.0 $114K 0.00% +1K +146.6% $46.36 +28.5%
702 SA SEABRIDGE GOLD INC Basic Materials 4,000.0 $113K 0.00% $28.33 +14.1%
703 VMC VULCAN MATLS CO Basic Materials 416.0 $113K 0.00% +388.0 +1385.7% $272.30 +1.6%
704 WST WEST PHARMACEUTICAL SVSC INC Healthcare 449.0 $113K 0.00% +442.0 +6314.3% $250.64 +28.4%
705 GIS CALL GENERAL MILLS INC Consumer Defensive 3,000.0 $112K 0.00% $37.22 -9.0%
706 NTLA INTELLIA THERAPEUTICS INC Healthcare 8,666.0 $111K 0.00% -48K -84.7% $12.82 +6.7%
707 MTD METTLER TOLEDO INTERNATIONAL Healthcare 88.0 $111K 0.00% -66.0 -42.9% $1261.20 -7.7%
708 APA APA CORPORATION Energy 2,603.0 $110K 0.00% -7K -72.3% $42.44 -13.9%
709 ITW ILLINOIS TOOL WKS INC Industrials 424.0 $110K 0.00% -766.0 -64.4% $260.29 -4.1%
710 ULTA ULTA BEAUTY INC Consumer Cyclical 211.0 $110K 0.00% +102.0 +93.6% $522.71 -0.5%
711 SVM SILVERCORP METALS INC Basic Materials 7,350.0 $110K 0.00% NEW $15.00 -17.2%
712 KBR KBR INC Industrials 2,973.0 $110K 0.00% +827.0 +38.5% $36.86 -6.6%
713 GAP GAP INC Consumer Cyclical 4,513.0 $109K 0.00% +896.0 +24.8% $24.20 +3.3%
714 EPAM EPAM SYS INC Technology 804.0 $109K 0.00% +218.0 +37.2% $135.40 -25.0%
715 CRNC CERENCE INC Technology 17,223.0 $109K 0.00% +7K +60.7% $6.31 +88.1%
716 SIRIUSPOINT LTD 5,020.0 $108K 0.00% -1K -19.3% $21.54
717 BXP BXP INC Real Estate 2,055.0 $107K 0.00% +2K +860.3% $51.90 +16.8%
718 QLYS QUALYS INC Technology 1,204.0 $106K 0.00% -2K -58.0% $87.85 +14.3%
719 OMER OMEROS CORP Healthcare 10,000.0 $106K 0.00% NEW $10.56 +5.6%
720 BILL BILL HOLDINGS INC Technology 2,753.0 $105K 0.00% +551.0 +25.0% $38.30 -9.0%
Page 36 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%