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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 18 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SBLK STAR BULK CARRIERS CORP. Industrials 1,800.0 $45K 0.00% +600.0 +50.0% $24.97 +20.7%
342 THC TENET HEALTHCARE CORP Healthcare 236.0 $44K 0.00% +218.0 +1211.1% $187.08 +44.4%
343 NTSK NETSKOPE INC Technology 3,956.0 $43K 0.00% +3K +181.8% $10.94 +40.5%
344 ACI ALBERTSONS COMPANIES INC Consumer Defensive 3,082.0 $42K 0.00% +3K +615.1% $13.53 -9.8%
345 UHS UNIVERSAL HLTH SVCS INC Healthcare 280.0 $42K 0.00% +245.0 +700.0% $148.69 +16.4%
346 PBF PBF ENERGY INC Energy 877.0 $40K 0.00% +177.0 +25.3% $45.52 +65.2%
347 EXC EXELON CORP Utilities 831.0 $39K 0.00% +18.0 +2.2% $46.61 -2.8%
348 TRGP TARGA RES CORP Energy 144.0 $39K 0.00% +37.0 +34.6% $268.14 +11.1%
349 BEONE MEDICINES LTD 133.0 $38K 0.00% +31.0 +30.4% $284.97
350 SNY SANOFI SA Healthcare 835.0 $36K 0.00% +228.0 +37.6% $42.67 +5.4%
351 RNG RINGCENTRAL INC Technology 887.0 $35K 0.00% +16.0 +1.8% $38.98 +67.2%
352 CNI CANADIAN NATL RY CO Industrials 282.0 $34K 0.00% +70.0 +33.0% $121.73 +4.0%
353 POWI POWER INTEGRATIONS INC Technology 399.0 $33K 0.00% +354.0 +786.7% $83.76 -30.0%
354 FDP DEL MONTE CORP Consumer Defensive 1,137.0 $33K 0.00% +118.0 +11.6% $29.22 +0.0%
355 O REALTY INCOME CORP Real Estate 535.0 $33K 0.00% +106.0 +24.7% $61.96 +0.4%
356 SN SHARKNINJA INC COM Consumer Cyclical 215.0 $33K 0.00% +200.0 +1333.3% $152.27 +20.1%
357 AUPH AURINIA PHARMACEUTICALS INC Healthcare 1,891.0 $32K 0.00% +2K +3923.4% $16.97 -9.8%
358 CE CELANESE CORP DEL Basic Materials 695.0 $32K 0.00% +277.0 +66.3% $46.00 -2.9%
359 CAH CARDINAL HEALTH INC Healthcare 132.0 $31K 0.00% +80.0 +153.8% $237.56 -1.1%
360 LPLA LPL FINL HLDGS INC Financial Services 108.0 $30K 0.00% +56.0 +107.7% $281.68 +30.9%
Page 18 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%