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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  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMO BANK MONTREAL MEDIUM Financial Services 12.0 $2K NEW $176.67 +3.3%
122 FEDEX FGHT HLDG CO INC 13.0 $2K NEW $151.00
123 TRULIEVE CANNABIS CORP SUB VTG 56.0 $550.0 NEW $9.82
124 WGO WINNEBAGO INDS INC Consumer Cyclical 9.0 $281.0 NEW $31.22 +0.3%
125 JAGX JAGUAR HEALTH INC Healthcare 5.0 $15.0 NEW $3.00 -67.5%
126 ITRI ITRON INC Technology $1.0 NEW
127 CNX CNX RES CORP Energy NEW
Page 7 of 7  ·  127 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%