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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 46 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 AMR ALPHA METALLURGICAL RESOUR I Energy 181.0 $37K 0.00% NEW $205.27 -1.4%
902 LBRDK LIBERTY BROADBAND CORP Communication Services 738.0 $37K 0.00% -2K -68.2% $50.30 -31.4%
903 NG NOVAGOLD RESOURCES INC Basic Materials 4,082.0 $37K 0.00% $8.98 -9.0%
904 CWST CASELLA WASTE SYS INC Industrials 461.0 $37K 0.00% -263.0 -36.3% $79.34 +9.0%
905 GWRE GUIDEWIRE SOFTWARE INC Technology 242.0 $36K 0.00% NEW $149.56 -10.5%
906 CENCORA INC 115.0 $36K 0.00% -58.0 -33.5% $314.14
907 JOBY JOBY AVIATION INC Industrials 4,351.0 $36K 0.00% +3K +295.2% $8.26 +37.7%
908 TMQ TRILOGY METALS INC NEW Basic Materials 10,000.0 $36K 0.00% $3.59 +22.4%
909 AGCO AGCO CORP Industrials 309.0 $36K 0.00% -244.0 -44.1% $115.87 -1.6%
910 ATRO ASTRONICS CORP Industrials 528.0 $35K 0.00% -87.0 -14.2% $66.73 +27.6%
911 VEEV CALL VEEVA SYS INC CL A Healthcare 200.0 $35K 0.00% $175.66 -9.5%
912 FOLD AMICUS THERAPEUTIC Healthcare 2,404.0 $35K 0.00% -353.0 -12.8% $14.46 +0.2%
913 LEU CENTRUS ENERGY CORP Energy 200.0 $35K 0.00% NEW $173.45 +4.6%
914 ACAD ACADIA PHARMACEUTICALS INC Healthcare 1,539.0 $34K 0.00% -417.0 -21.3% $22.26 -4.5%
915 MTZ MASTEC INC Industrials 106.0 $34K 0.00% -277.0 -72.3% $321.74 +21.5%
916 HUBB HUBBELL INC Industrials 68.0 $33K 0.00% NEW $490.74 -1.1%
917 H HYATT HOTELS CORP COM Consumer Cyclical 232.0 $33K 0.00% -205.0 -46.9% $143.79 +25.8%
918 PBF PBF ENERGY INC Energy 700.0 $33K 0.00% NEW $47.62 -17.8%
919 WRD WERIDE INC Technology 4,112.0 $33K 0.00% $8.09 -10.4%
920 PAYX PAYCHEX INC Industrials 360.0 $33K 0.00% +347.0 +2669.2% $92.12 +2.3%
Page 46 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%