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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 51 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 QSI QUANTUM SI INC COM Healthcare 25,000.0 $19K 0.00% $0.77 +39.5%
1002 AES AES CORP Utilities 1,365.0 $19K 0.00% -233.0 -14.6% $14.09 +4.1%
1003 ICHR ICHOR HOLDINGS Technology 410.0 $19K 0.00% NEW $46.61 +56.0%
1004 PLAB PHOTRONICS INC Technology 470.0 $19K 0.00% $40.44 +34.6%
1005 GDDY GODADDY INC Technology 229.0 $19K 0.00% +65.0 +39.6% $82.67 +7.6%
1006 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 860.0 $19K 0.00% $21.89 -24.0%
1007 UCTT ULTRA CLEAN HLDGS INC Technology 300.0 $19K 0.00% NEW $62.18 +40.7%
1008 ENTERGY CORP NEW 166.0 $19K 0.00% -18.0 -9.8% $112.36
1009 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 200.0 $18K 0.00% -215.0 -51.8% $92.31 -2.6%
1010 BMI BADGER METER INC Technology 121.0 $18K 0.00% +19.0 +18.6% $152.35 -16.5%
1011 GAMESTOP CORP 789.0 $18K 0.00% +734.0 +1334.5% $23.04
1012 IVZ INVESCO LTD Financial Services 748.0 $18K 0.00% +262.0 +53.9% $24.29 +14.0%
1013 YALA YALLA GROUP LTD Technology 2,900.0 $18K 0.00% $6.23 -0.5%
1014 PLAY DAVE & BUSTERS ENTMT INC Communication Services 1,665.0 $18K 0.00% -935.0 -36.0% $10.83 +14.2%
1015 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 181.0 $18K 0.00% -299.0 -62.3% $98.42 -13.7%
1016 KMX CARMAX INC Consumer Cyclical 422.0 $18K 0.00% -2K -81.9% $41.58 -2.3%
1017 FRMI FERMI INC Utilities 3,000.0 $18K 0.00% -750.0 -20.0% $5.84 +10.1%
1018 DOCN DIGITALOCEAN HLDGS INC Technology 201.0 $17K 0.00% -2K -89.2% $85.78 +87.4%
1019 ISRG INTUITIVE SURGICAL INC Healthcare 37.0 $17K 0.00% -6K -99.4% $461.00 -5.3%
1020 FMS FRESENIUS MEDICAL CARE AG Healthcare 750.0 $17K 0.00% $22.56 -4.3%
Page 51 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%