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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 7 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EOG EOG RES INC Energy 25,426.0 $3.7M 0.14% +19K +310.4% $144.57 -2.3%
122 IONQ IONQ INC Technology 126,847.0 $3.7M 0.14% +84K +194.9% $28.83 +120.7%
123 U UNITY SOFTWARE INC Technology 164,537.0 $3.6M 0.13% +159K +3026.9% $21.94 +16.5%
124 MSTR CALL STRATEGY INC Technology 28,800.0 $3.6M 0.13% +6K +25.2% $124.80 +28.1%
125 PAAS CALL PAN AMERN SILVER CORP Basic Materials 65,200.0 $3.6M 0.13% NEW $54.63 -1.3%
126 ICICI BANK LIMITED 136,324.0 $3.5M 0.13% +6K +4.6% $25.90
127 NKE NIKE INC Consumer Cyclical 66,631.0 $3.5M 0.13% +51K +313.1% $52.82 -15.4%
128 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 187,511.0 $3.5M 0.13% +45K +31.2% $18.70 -12.8%
129 GEV PUT GE VERNOVA INC Utilities 4,000.0 $3.5M 0.13% $872.90 +19.0%
130 LMT LOCKHEED MARTIN CORP Industrials 5,719.0 $3.5M 0.13% +4K +330.3% $604.39 -11.8%
131 PFE PFIZER INC Healthcare 122,401.0 $3.4M 0.13% -633K -83.8% $28.08 -7.8%
132 ANET ARISTA NETWORKS INC COM Technology 27,980.0 $3.4M 0.13% -8K -22.5% $122.78 +25.5%
133 OWL BLUE OWL CAPITAL INC COM Financial Services 375,708.0 $3.4M 0.13% +336K +842.3% $9.13 +10.2%
134 LULU LULULEMON ATHLETICA INC Consumer Cyclical 22,137.0 $3.4M 0.12% +21K +1963.1% $153.10 -16.9%
135 SANDISK CORP 5,238.0 $3.3M 0.12% +4K +311.8% $635.34
136 DIS DISNEY WALT CO Communication Services 34,249.0 $3.3M 0.12% -40K -53.7% $96.38 +6.9%
137 GEV GE VERNOVA INC Utilities 3,707.0 $3.2M 0.12% -3K -45.9% $872.90 +19.0%
138 JD JD.COM INC SPON ADS Consumer Cyclical 108,830.0 $3.2M 0.12% +15K +16.2% $29.57 +3.2%
139 MA MASTERCARD INCORPORATED Financial Services 6,430.0 $3.2M 0.12% -1K -16.1% $499.66 -0.2%
140 YUMC YUM CHINA HLDGS INC Consumer Cyclical 8,314.0 $3.2M 0.12% +3K +56.4% $380.22 -88.2%
Page 7 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%