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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 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BAX BAXTER INTL INC Healthcare 18,168.0 $387K 0.01% -76K -80.7% $21.32 +25.0%
182 MTA METALLA RTY & STREAMING LTD Basic Materials 50,000.0 $380K 0.01% -15K -23.1% $7.61 +43.1%
183 RIO RIO TINTO PLC Basic Materials 3,999.0 $380K 0.01% -548.0 -12.1% $94.93 +5.8%
184 LI LI AUTO INC Consumer Cyclical 31,693.0 $372K 0.01% -6K -16.3% $11.74 +8.3%
185 TECK TECK RESOURCES LTD Basic Materials 6,255.0 $372K 0.01% -2K -23.8% $59.46 +10.9%
186 DUK DUKE ENERGY CORP NEW Utilities 2,908.0 $368K 0.01% -6K -68.8% $126.58 -2.4%
187 QQQ PUT INVESCO QQQ TR Financial Services 500.0 $368K 0.01% -2K -78.3% $735.59 -2.7%
188 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG 8,167.0 $366K 0.01% -3K -27.8% $44.85
189 S SENTINELONE INC Technology 20,950.0 $356K 0.01% -76K -78.3% $16.97 +25.6%
190 UAA UNDER ARMOUR INC Consumer Cyclical 54,734.0 $350K 0.01% -20K -26.4% $6.39 -17.8%
191 MEDP MEDPACE HLDGS INC Healthcare 652.0 $345K 0.01% -12.0 -1.8% $529.59 +14.9%
192 LUNR INTUITIVE MACHINES INC CLASS A Industrials 15,613.0 $334K 0.01% -5K -25.9% $21.39 -13.4%
193 KNSL KINSALE CAP GROUP INC Financial Services 991.0 $327K 0.01% -356.0 -26.4% $329.81 +15.0%
194 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 835.0 $323K 0.01% -3K -77.4% $386.73 +3.0%
195 CCK CROWN HLDGS INC Consumer Cyclical 2,824.0 $316K 0.01% -79.0 -2.7% $111.82 +4.6%
196 APLD APPLIED DIGITAL CORP Technology 8,412.0 $314K 0.01% -978.0 -10.4% $37.30 -24.3%
197 PCG PG&E CORP Utilities 18,604.0 $313K 0.01% -17K -48.3% $16.82 +4.9%
198 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 32,215.0 $312K 0.01% -33K -50.4% $9.68 -6.0%
199 FICO FAIR ISAAC CORP Technology 259.0 $309K 0.01% -11.0 -4.1% $1194.78 -2.8%
200 CRON CRONOS GROUP INC Healthcare 79,369.0 $308K 0.01% -10K -11.3% $3.88 -15.2%
Page 10 of 28  ·  546 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%