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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 48 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ALMONTY INDS INC 2,000.0 $29K 0.00% NEW $14.48
942 INCY INCYTE CORP Healthcare 307.0 $29K 0.00% -49.0 -13.8% $94.12 +4.0%
943 MUR MURPHY OIL CORP Energy 691.0 $29K 0.00% NEW $41.25 -12.9%
944 CTRA COTERRA ENERGY INC Energy 810.0 $28K 0.00% -10K -92.2% $35.14 -7.3%
945 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 538.0 $28K 0.00% -874.0 -61.9% $52.75 +8.0%
946 VMI VALMONT INDS INC Industrials 71.0 $28K 0.00% -3.0 -4.0% $399.56 +31.7%
947 TNK TEEKAY TANKERS LTD Energy 386.0 $28K 0.00% -259.0 -40.2% $73.32 +1.8%
948 STNE STONECO LTD COM Technology 1,971.0 $28K 0.00% -31K -94.0% $14.12 -18.8%
949 FSM FORTUNA MNG CORP Basic Materials 2,000.0 $28K 0.00% $13.80 -30.6%
950 SBLK STAR BULK CARRIERS CORP. Industrials 1,200.0 $28K 0.00% -760.0 -38.8% $22.97 +20.1%
951 NXE NEXGEN ENERGY LTD Energy 2,343.0 $28K 0.00% +1K +88.2% $11.75 -4.5%
952 CE CELANESE CORP DEL Basic Materials 418.0 $27K 0.00% +154.0 +58.3% $65.77 -20.7%
953 BTU PEABODY ENGR CORP Energy 829.0 $27K 0.00% -2K -72.4% $32.95 -20.5%
954 VAL VALARIS LTD Energy 277.0 $27K 0.00% -2K -87.2% $98.04 -5.3%
955 APLS APELLIS PHARMACEUTICALS INC Healthcare 671.0 $27K 0.00% -224.0 -25.0% $40.23 +2.0%
956 TRGP TARGA RES CORP Energy 107.0 $27K 0.00% -59.0 -35.5% $250.73 +6.9%
957 HAS HASBRO INC Consumer Cyclical 282.0 $26K 0.00% -316.0 -52.8% $93.60 -5.3%
958 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 672.0 $26K 0.00% +440.0 +189.7% $39.12 +29.7%
959 O REALTY INCOME CORP Real Estate 429.0 $26K 0.00% +66.0 +18.2% $61.18 +2.3%
960 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 377.0 $26K 0.00% -365.0 -49.2% $69.37 +21.1%
Page 48 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%