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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 50 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AOS SMITH A O CORP Industrials 337.0 $22K 0.00% +15.0 +4.7% $65.94 -11.6%
982 IEX IDEX CORP Industrials 117.0 $22K 0.00% -18.0 -13.3% $189.55 +11.4%
983 MWA MUELLER WTR PRODS INC Industrials 800.0 $22K 0.00% +98.0 +14.0% $27.49 -6.9%
984 BURL BURLINGTON STORES INC Consumer Cyclical 66.0 $21K 0.00% $325.38 +1.3%
985 OTLY OATLY GROUP AB Consumer Defensive 2,100.0 $21K 0.00% +749.0 +55.4% $10.14 +0.0%
986 HIG HARTFORD INSURANCE GROUP INC Financial Services 157.0 $21K 0.00% -2.0 -1.3% $135.23 -1.7%
987 ADEA ADEIA INC Technology 880.0 $21K 0.00% NEW $24.03 +15.7%
988 WRB BERKLEY W R CORP Financial Services 319.0 $21K 0.00% +19.0 +6.3% $66.28 -0.5%
989 WTRG ESSENTIAL UTILS INC Utilities 521.0 $21K 0.00% +7.0 +1.4% $40.27 -7.4%
990 HAE HAEMONETICS CORP MASS Healthcare 369.0 $21K 0.00% $56.36 +17.5%
991 OC OWENS CORNING NEW Industrials 192.0 $21K 0.00% +26.0 +15.7% $108.22 +13.4%
992 KIM KIMCO REALTY CORP Real Estate 909.0 $20K 0.00% +294.0 +47.8% $22.47 +9.3%
993 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,101.0 $20K 0.00% +1K +1259.3% $18.49 +29.2%
994 JBHT HUNT J B TRANS SVCS INC Industrials 96.0 $20K 0.00% -313.0 -76.5% $211.90 +27.6%
995 W WAYFAIR INC Consumer Cyclical 269.0 $20K 0.00% +46.0 +20.6% $75.21 -0.9%
996 NAT NORDIC AMERICAN TANKERS LIMI Industrials 3,451.0 $20K 0.00% -1K -23.8% $5.86 -10.7%
997 KOPN KOPIN CORP Technology 8,900.0 $20K 0.00% $2.25 +153.5%
998 RF REGIONS FINANCIAL CORP NEW Financial Services 764.0 $20K 0.00% -455.0 -37.3% $26.12 +8.1%
999 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 269.0 $20K 0.00% -7K -96.3% $73.90 +2.2%
1000 NVR NVR INC Consumer Cyclical 3.0 $20K 0.00% $6589.67 -7.3%
Page 50 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%