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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 10 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 OSK OSHKOSH CORP Industrials 3,657.0 $561K 0.02% +354.0 +10.7% $153.48 -3.8%
182 SYM SYMBOTIC INC CLASS A Industrials 12,420.0 $558K 0.02% +7K +125.5% $44.95 -10.0%
183 DBX DROPBOX INC Technology 20,254.0 $556K 0.02% +18K +712.1% $27.47 +23.3%
184 NTR NUTRIEN LTD Basic Materials 7,082.0 $552K 0.02% +1K +19.8% $77.94 -11.0%
185 LVS LAS VEGAS SANDS CORP Consumer Cyclical 11,909.0 $550K 0.02% +4K +43.7% $46.19 -1.6%
186 AA ALCOA CORP Basic Materials 10,527.0 $549K 0.02% +9K +456.4% $52.14 -4.1%
187 CGEM CULLINAN THERAPEUTICS INC Healthcare 30,000.0 $546K 0.02% +20K +200.0% $18.21 +14.4%
188 NYT NEW YORK TIMES CO MTN BE Communication Services 7,765.0 $543K 0.02% +1K +19.0% $69.98 -7.0%
189 WOLF WOLFSPEED INC Technology 11,258.0 $543K 0.02% +11K +10000.0% $48.25 -34.8%
190 RGLD ROYAL GOLD INC Basic Materials 2,699.0 $539K 0.02% +1K +119.1% $199.61 +15.4%
191 CME CME GROUP INC Financial Services 2,402.0 $530K 0.02% +527.0 +28.1% $220.83 +23.0%
192 CRITICAL METALS CORP PUBCO ORD 51,349.0 $526K 0.02% +47K +1183.7% $10.25
193 BHC BAUSCH HEALTH COS INC Healthcare 74,972.0 $524K 0.02% +25K +50.1% $6.98 -0.8%
194 CMCSA COMCAST CORP NEW Communication Services 21,231.0 $521K 0.02% +6K +41.7% $24.55 +6.7%
195 DVN DEVON ENERGY CORP NEW Energy 12,407.0 $513K 0.02% +4K +51.1% $41.32 +15.8%
196 AKAM AKAMAI TECHNOLOGIES INC Technology 4,336.0 $513K 0.02% +862.0 +24.8% $118.21 -2.5%
197 DG DOLLAR GEN CORP Consumer Defensive 4,402.0 $507K 0.02% +1K +34.3% $115.11 +5.0%
198 NDAQ NASDAQ INC Financial Services 6,398.0 $504K 0.02% +3K +66.7% $78.82 +22.7%
199 SBAC SBA COMMUNICATIONS CORP Real Estate 2,827.0 $499K 0.02% +2K +159.1% $176.46 +2.8%
200 IDXX IDEXX LABS INC Healthcare 945.0 $497K 0.02% +936.0 +10000.0% $526.44 +5.1%
Page 10 of 20  ·  393 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 47.4%
Consumer Cyclical 13.6%
Communication Services 11.1%
Financial Services 6.7%
Industrials 5.9%
Healthcare 4.7%
Basic Materials 4.7%
Consumer Defensive 2.3%
Energy 2.2%
Utilities 1.1%