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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 12 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BBWI BATH & BODY WORKS INC Consumer Cyclical 10,685.0 $247K 0.01% -6K -36.1% $23.13 -15.0%
222 EXK ENDEAVOUR SILVER CORP Basic Materials 22,919.0 $246K 0.01% -9K -27.9% $10.74 +2.4%
223 PRLB PROTO LABS INC Industrials 3,000.0 $245K 0.01% -2K -40.0% $81.51 +0.7%
224 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 23,109.0 $244K 0.01% -378.0 -1.6% $10.57 +7.9%
225 CROX CROCS INC Consumer Cyclical 2,013.0 $243K 0.01% -4K -68.4% $120.64 +4.2%
226 MOH MOLINA HEALTHCARE INC Healthcare 1,061.0 $243K 0.01% -10K -90.3% $228.70 -12.0%
227 ELF E L F BEAUTY INC Consumer Defensive 3,245.0 $240K 0.01% -3K -46.6% $74.00 +34.7%
228 TWLO TWILIO INC Communication Services 1,157.0 $239K 0.01% -8K -87.8% $206.33 +7.5%
229 MSM MSC INDL DIRECT INC Industrials 1,990.0 $237K 0.01% -10.0 -0.5% $118.95 +1.2%
230 AMER SPORTS INC COM 6,992.0 $237K 0.01% -5K -40.1% $33.84
231 MKSI MKS INC. Technology 530.0 $236K 0.01% -649.0 -55.0% $444.80 -36.7%
232 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,132.0 $234K 0.01% -15K -87.4% $109.77 +0.1%
233 GEN GEN DIGITAL INC Technology 9,343.0 $233K 0.01% -4K -31.2% $24.89 +10.6%
234 PSKY PARAMOUNT SKYDANCE CORP COM Communication Services 23,354.0 $230K 0.01% -21K -47.3% $9.86 +7.5%
235 IQVIA HLDGS INC 1,188.0 $230K 0.01% -2K -61.9% $193.22
236 TRP TC ENERGY CORP Energy 2,400.0 $225K 0.01% -300.0 -11.1% $93.92 -33.6%
237 CI THE CIGNA GROUP Healthcare 802.0 $221K 0.01% -2K -68.9% $275.68 +0.6%
238 AMBA AMBARELLA INC Technology 2,546.0 $218K 0.01% -18K -87.5% $85.80 -13.1%
239 ADI ANALOG DEVICES INC Technology 546.0 $217K 0.01% -369.0 -40.3% $397.17 -6.0%
240 YUM YUM BRANDS INC Consumer Cyclical 1,350.0 $216K 0.01% -6K -82.2% $159.86 -8.7%
Page 12 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%