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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 52 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 FCEL FUELCELL ENERGY INC Industrials 2,581.0 $17K 0.00% +454.0 +21.3% $6.53 +273.7%
1022 FLY FIREFLY AEROSPACE INC Industrials 589.0 $17K 0.00% -105.0 -15.1% $28.47 +106.6%
1023 DEFI DEVELOPMENT CORP 5,000.0 $16K 0.00% +3K +122.3% $3.29
1024 GWW WW GRAINGER INC Industrials 15.0 $16K 0.00% -5.0 -25.0% $1090.80 +14.5%
1025 GTX GARRETT MOTION INC Consumer Cyclical 896.0 $16K 0.00% +178.0 +24.8% $18.17 +86.6%
1026 LYV LIVE NATION ENTERTAINMENT IN Communication Services 106.0 $16K 0.00% -67.0 -38.7% $152.51 +9.2%
1027 MTDR MATADOR RES CO Energy 253.0 $16K 0.00% -2K -87.5% $63.18 -14.9%
1028 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 244.0 $16K 0.00% -363.0 -59.8% $65.12 +22.5%
1029 HMY HARMONY GOLD MNG LTD Basic Materials 1,019.0 $16K 0.00% $15.37 +17.3%
1030 LPLA LPL FINL HLDGS INC Financial Services 52.0 $16K 0.00% -260.0 -83.3% $300.83 -6.1%
1031 FELE FRANKLIN ELEC INC Industrials 166.0 $15K 0.00% +12.0 +7.8% $92.17 +9.2%
1032 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 243.0 $15K 0.00% +202.0 +492.7% $62.70 +25.5%
1033 SU SUNCOR ENERGY INC NEW Energy 229.0 $15K 0.00% +165.0 +257.8% $66.11 -0.8%
1034 BP BP PLC Energy 320.0 $15K 0.00% -237.0 -42.5% $47.00 -9.3%
1035 INGERSOLL RAND INC 186.0 $15K 0.00% +174.0 +1450.0% $80.12
1036 ACGL ARCH CAP GROUP LTD Financial Services 155.0 $15K 0.00% +26.0 +20.2% $95.99 -0.6%
1037 FIGS FIGS INC Consumer Cyclical 1,000.0 $15K 0.00% NEW $14.77 -13.3%
1038 GLOBUS MED INC 171.0 $15K 0.00% $86.16
1039 CFG CITIZENS FINL GROUP INC Financial Services 238.0 $14K 0.00% +157.0 +193.8% $59.97 +6.1%
1040 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 313.0 $14K 0.00% -23.0 -6.8% $44.84 +7.0%
Page 52 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%