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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 55 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PCOR PROCORE TECHNOLOGIES INC Technology 147.0 $8K +142.0 +2840.0% $57.00 -16.6%
1082 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 16.0 $8K -13.0 -44.8% $523.50 +0.1%
1083 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 95.0 $8K $86.44 +35.2%
1084 TJX TJX COS INC NEW Consumer Cyclical 51.0 $8K -407.0 -88.9% $159.71 -0.5%
1085 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 11,489.0 $8K $0.70 +11.7%
1086 ODFL OLD DOMINION FREIGHT LINE IN Industrials 40.0 $8K -100.0 -71.4% $195.40 +10.9%
1087 ACI ALBERTSONS COS INC Consumer Defensive 431.0 $7K NEW $17.04 -7.7%
1088 CVS PUT CVS HEALTH CORP Healthcare 100.0 $7K $71.82 +26.3%
1089 BDX BECTON DICKINSON & CO Healthcare 45.0 $7K -741.0 -94.3% $157.22 -6.0%
1090 LNN LINDSAY CORP Industrials 59.0 $7K +5.0 +9.3% $119.07 -7.0%
1091 BRKR BRUKER CORP Healthcare 190.0 $7K -129.0 -40.4% $36.12 +29.9%
1092 TKO TKO GROUP HOLDINGS INC Communication Services 34.0 $7K $201.65 -6.7%
1093 PTCT PTC THERAPEUTICS INC Healthcare 100.0 $7K $68.13 -0.7%
1094 VSNT VERSANT MEDIA GROUP INC COM Industrials 182.0 $7K NEW $37.02 +15.3%
1095 PII POLARIS INC Consumer Cyclical 120.0 $7K +24.0 +25.0% $54.50 +26.1%
1096 MKTX MARKETAXESS HLDGS INC Financial Services 39.0 $6K -28.0 -41.8% $164.97 -20.5%
1097 GEVO GEVO INC Basic Materials 2,353.0 $6K -6K -70.8% $2.73 -35.2%
1098 PCVX VAXCYTE INC Healthcare 110.0 $6K -5K -98.0% $58.11 -13.8%
1099 TDW TIDEWATER INC NEW Energy 76.0 $6K -2K -95.8% $83.55 -5.8%
1100 EFX EQUIFAX INC Industrials 35.0 $6K +12.0 +52.2% $180.06 -9.6%
Page 55 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%