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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 19 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CVE CENOVUS ENERGY INC Energy 1,194.0 $30K 0.00% +21.0 +1.8% $24.81 +30.9%
362 HAS HASBRO INC Consumer Cyclical 356.0 $29K 0.00% +74.0 +26.2% $82.59 +14.7%
363 DEFI DEVELOPMENT CORP 10,000.0 $29K 0.00% +5K +100.0% $2.94
364 KIM KIMCO REALTY CORP Real Estate 1,156.0 $29K 0.00% +247.0 +27.2% $25.35 -4.3%
365 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 318.0 $28K 0.00% +137.0 +75.7% $87.22 +6.3%
366 NWL NEWELL BRANDS INC Consumer Defensive 4,351.0 $27K 0.00% +4K +1139.6% $6.12 -2.3%
367 W WAYFAIR INC Consumer Cyclical 284.0 $26K 0.00% +15.0 +5.6% $92.42 +10.4%
368 DINO HF SINCLAIR CORP Energy 366.0 $25K 0.00% +357.0 +3966.7% $69.65 +36.8%
369 NRGV ENERGY VAULT HOLDINGS INC Utilities 5,333.0 $25K 0.00% +1K +31.6% $4.71 -22.4%
370 OTLY OATLY GROUP AB Consumer Defensive 2,630.0 $25K 0.00% +530.0 +25.2% $9.35 +48.6%
371 PALLADYNE AI CORP 4,000.0 $24K 0.00% +3K +300.0% $6.08
372 PAGS PAGSEGURO DIGITAL LTD COM Technology 2,289.0 $21K 0.00% +1K +77.6% $9.05 -6.2%
373 NAT NORDIC AMERICAN TANKERS LIMI Industrials 3,721.0 $21K 0.00% +270.0 +7.8% $5.54 +24.1%
374 OVV OVINTIV INC Energy 381.0 $20K 0.00% +190.0 +99.5% $52.65 +24.1%
375 PONY AI INC 2,690.0 $19K 0.00% +100.0 +3.9% $6.95
376 CFG CITIZENS FINL GROUP INC Financial Services 264.0 $18K 0.00% +26.0 +10.9% $70.07 +5.2%
377 EMN EASTMAN CHEM CO Basic Materials 275.0 $18K 0.00% +111.0 +67.7% $66.98 +9.3%
378 CHRW C H ROBINSON WORLDWIDE IN Industrials 95.0 $18K 0.00% +77.0 +427.8% $188.34 -22.9%
379 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 30.0 $16K 0.00% +14.0 +87.5% $536.97 -2.5%
380 INGERSOLL RAND INC 195.0 $16K 0.00% +9.0 +4.8% $81.99
Page 19 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%