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Portfolio (Quarterly) Guide ↗

Leonteq Securities AG

· CIK 0001535950
13F Portfolio $2.9B AUM 1,308 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 127 New 393 Added 546 Reduced 131 Exited
Page 7 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WFC WELLS FARGO & CO Financial Services 43,594.0 $3.6M 0.12% +30K +223.3% $82.64 +2.8%
122 HOOD ROBINHOOD MKTS INC COM Financial Services 35,624.0 $3.6M 0.12% -30K -46.0% $100.28 +11.4%
123 NFLX PUT NETFLIX INC. Communication Services 50,000.0 $3.6M 0.12% $71.40 +11.7%
124 COP CONOCOPHILLIPS Energy 33,835.0 $3.5M 0.12% +10K +43.4% $103.96 +23.6%
125 NIO NIO INC Consumer Cyclical 693,140.0 $3.5M 0.12% +315K +83.3% $5.06 -14.1%
126 TMUS T-MOBILE US INC Communication Services 20,530.0 $3.4M 0.12% +14K +222.6% $167.73 +6.6%
127 U UNITY SOFTWARE INC Technology 120,341.0 $3.4M 0.12% -44K -26.9% $28.58 +53.8%
128 YUMC YUM CHINA HLDGS INC Consumer Cyclical 10,710.0 $3.3M 0.12% +2K +28.8% $312.47 -85.6%
129 EMR EMERSON ELEC CO Industrials 23,150.0 $3.3M 0.11% -552.0 -2.3% $143.15 +10.6%
130 PANW PALO ALTO NETWORKS INC Technology 9,604.0 $3.3M 0.11% +8K +401.2% $341.02 +10.4%
131 V VISA INC COM Financial Services 9,415.0 $3.2M 0.11% +4K +91.4% $343.09 +11.1%
132 GIS GENERAL MILLS INC Consumer Defensive 90,519.0 $3.2M 0.11% -42K -31.8% $34.80 +15.8%
133 CRCL CIRCLE INTERNET GROUP INC COM Financial Services 49,042.0 $3.1M 0.10% +8K +19.8% $62.63 +53.3%
134 RMBS RAMBUS INC DEL Technology 23,043.0 $3.1M 0.10% +16K +241.4% $132.74 -32.0%
135 BE CALL BLOOM ENERGY CORP COM Industrials 10,000.0 $3.0M 0.10% NEW $302.70 -28.0%
136 SE SEA LTD Consumer Cyclical 31,258.0 $3.0M 0.10% -57K -64.7% $95.83 +22.9%
137 ABNB AIRBNB INC COM Consumer Cyclical 20,136.0 $2.9M 0.10% +17K +471.9% $143.10 +30.5%
138 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 436,286.0 $2.9M 0.10% +21K +5.1% $6.60 -5.9%
139 MA MASTERCARD INCORPORATED Financial Services 5,593.0 $2.9M 0.10% -837.0 -13.0% $513.60 +15.5%
140 SYK STRYKER CORPORATION Healthcare 8,948.0 $2.8M 0.10% +3K +43.4% $314.84 +4.1%
Page 7 of 64  ·  1,273 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 48.1%
Consumer Cyclical 13.8%
Communication Services 10.7%
Industrials 6.0%
Financial Services 5.9%
Healthcare 4.8%
Basic Materials 4.7%
Consumer Defensive 2.4%
Energy 2.2%
Utilities 1.2%