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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 56 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 UHS UNIVERSAL HLTH SVCS INC Healthcare 35.0 $6K +9.0 +34.6% $178.97 -12.5%
1102 XPO XPO INC Industrials 32.0 $6K -478.0 -93.7% $194.56 +4.3%
1103 BHF BRIGHTHOUSE FINL INC Financial Services 102.0 $6K $59.88 +4.7%
1104 PALLADYNE AI CORP 1,000.0 $6K NEW $6.07
1105 AJG GALLAGHER ARTHUR J & CO Financial Services 28.0 $6K -519.0 -94.9% $216.57 -5.8%
1106 NVST ENVISTA HOLDINGS CORPORATION Healthcare 239.0 $6K $25.37 -7.4%
1107 EXPO EXPONENT INC Industrials 92.0 $6K +30.0 +48.4% $65.25 -11.8%
1108 LNTH LANTHEUS HLDGS INC Healthcare 79.0 $6K -192.0 -70.8% $75.85 +31.9%
1109 GOGO GOGO INC Communication Services 1,443.0 $6K +660.0 +84.3% $4.02 +10.4%
1110 HUYA HUYA INC Communication Services 1,715.0 $6K $3.30 -23.9%
1111 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 3.0 $6K -1.0 -25.0% $1884.67 +6.0%
1112 RHI ROBERT HALF INC. Industrials 222.0 $6K -3K -92.5% $25.40 +6.3%
1113 RRC RANGE RES CORP Energy 124.0 $6K -378.0 -75.3% $45.18 -11.3%
1114 HP HELMERICH & PAYNE INC Energy 154.0 $6K -770.0 -83.3% $36.03 +11.7%
1115 IONS IONIS PHARMACEUTICALS INC Healthcare 73.0 $5K +10.0 +15.9% $75.10 +1.3%
1116 RYANAIR HOLDINGS PLC 93.0 $5K -30.0 -24.4% $57.80
1117 VISN VISTANCE NETWORKS INC Technology 293.0 $5K -4K -92.7% $18.20 -30.4%
1118 EXPD EXPEDITORS INTL WASH INC Industrials 37.0 $5K -33.0 -47.1% $143.24 +12.2%
1119 ERII ENERGY RECOVERY INC Industrials 514.0 $5K +50.0 +10.8% $10.07 -12.9%
1120 JBT MAREL CORPORATION 40.0 $5K -3.0 -7.0% $127.88
Page 56 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%