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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 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 85 $3K SOLD
122 ASH ASHLAND INC Basic Materials 36 $2K SOLD
123 MDLZ MONDELEZ INTL INC Consumer Defensive 28 $2K SOLD
124 HOLOGIC INC 21 $2K SOLD
125 MASI MASIMO CORP Healthcare 6 $1K SOLD
126 STKL SUNOPTA INC Consumer Defensive 96 $867.0 SOLD
127 SGMO SANGAMO THERAPEUTICS INC Healthcare 2,262 $558.0 SOLD
128 AIR LEASE CORP 6 $390.0 SOLD
129 MAS MASCO CORP Industrials 5 $302.0 SOLD
130 CLEARWAY ENERGY INC 6 $235.0 SOLD
131 JAGUAR HEALTH INC 188 $70.0 SOLD
Page 7 of 7  ·  131 positions
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%