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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 42 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CALM CAL MAINE FOODS INC Consumer Defensive 822.0 $65K 0.00% -170.0 -17.1% $79.15 -3.9%
822 QCOM CALL QUALCOMM INC Technology 500.0 $64K 0.00% $128.78 +81.2%
823 AMKR AMKOR TECHNOLOGY INC Technology 1,422.0 $64K 0.00% +1K +1931.4% $45.03 +60.3%
824 KDP KEURIG DR PEPPER INC Consumer Defensive 2,414.0 $64K 0.00% -227.0 -8.6% $26.33 +14.3%
825 HYCROFT MINING HOLDING CORP 1,800.0 $63K 0.00% NEW $35.20
826 ESAB ESAB CORPORATION Industrials 652.0 $63K 0.00% -381.0 -36.9% $96.66 -2.9%
827 TLRY TILRAY BRANDS INC Healthcare 9,737.0 $63K 0.00% +3K +45.6% $6.47 -14.3%
828 OKTA CALL OKTA INC Technology 800.0 $63K 0.00% $78.71 +13.7%
829 JKHY HENRY JACK & ASSOC INC Technology 398.0 $63K 0.00% -38.0 -8.7% $158.04 -13.8%
830 JFIN JIAYIN GROUP INC Communication Services 15,000.0 $63K 0.00% NEW $4.19 +6.4%
831 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 475.0 $63K 0.00% +69.0 +17.0% $131.74 +18.3%
832 CNQ CANADIAN NAT RES LTD MED TER Energy 1,274.0 $62K 0.00% +356.0 +38.8% $48.73 -6.1%
833 ABR ARBOR REALTY TRUST INC Real Estate 8,000.0 $62K 0.00% -2K -20.0% $7.71 -28.7%
834 FIX COMFORT SYS USA INC Industrials 44.0 $61K 0.00% +38.0 +633.3% $1379.00 +35.4%
835 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1,541.0 $60K 0.00% +1K +728.5% $38.97 +1.2%
836 JD CALL JD.COM INC SPON ADS Consumer Cyclical 2,000.0 $59K 0.00% NEW $29.57 +0.9%
837 DLTR DOLLAR TREE INC Consumer Defensive 540.0 $59K 0.00% +235.0 +77.0% $109.51 -12.5%
838 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 815.0 $59K 0.00% -1K -62.5% $72.55 +6.1%
839 BB BLACKBERRY LTD Technology 12,969.0 $58K 0.00% -22K -62.5% $4.51 +92.2%
840 AXTI AXT INC Technology 1,000.0 $57K 0.00% NEW $56.98 +115.5%
Page 42 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%