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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 13 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 21,618.0 $214K 0.01% -8K -27.2% $9.90 -25.7%
242 HUT 8 CORP 1,250.0 $205K 0.01% -7K -84.7% $163.82
243 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 10,869.0 $202K 0.01% -594.0 -5.2% $18.57 -26.0%
244 CLX CLOROX CO DEL Consumer Defensive 2,097.0 $200K 0.01% -181.0 -8.0% $95.44 +11.9%
245 KEYS KEYSIGHT TECHNOLOGIES INC Technology 559.0 $196K 0.01% -844.0 -60.2% $350.07 -9.4%
246 ALT ALTIMMUNE INC Healthcare 64,000.0 $195K 0.01% -1K -1.5% $3.04 -1.5%
247 SHEL SHELL PLC Energy 2,500.0 $194K 0.01% -4K -58.3% $77.54 +21.6%
248 ALV AUTOLIV INC Consumer Cyclical 1,610.0 $187K 0.01% -5K -76.9% $116.17 +4.4%
249 EBAY EBAY INC. Consumer Cyclical 1,655.0 $185K 0.01% -909.0 -35.5% $111.75 -6.8%
250 OKE ONEOK INC NEW Energy 2,121.0 $184K 0.01% -577.0 -21.4% $86.94 +10.6%
251 AG FIRST MAJESTIC SILVER CORP Basic Materials 10,863.0 $184K 0.01% -20K -64.8% $16.96 +27.5%
252 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 45,344.0 $184K 0.01% -5K -10.6% $4.05 -22.6%
253 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,829.0 $181K 0.01% -806.0 -22.2% $64.01 +17.6%
254 ALLY ALLY FINL INC Financial Services 3,927.0 $180K 0.01% -2K -33.4% $45.95 -7.4%
255 OGI ORGANIGRAM GLOBAL INC Healthcare 124,849.0 $180K 0.01% -14K -9.9% $1.45 -18.3%
256 BWA BORGWARNER INC Consumer Cyclical 2,630.0 $175K 0.01% -1K -33.1% $66.40 -1.7%
257 MSCI MSCI INC Financial Services 303.0 $170K 0.01% -414.0 -57.7% $560.04 +1.6%
258 CRNC CERENCE INC Technology 14,150.0 $160K 0.01% -3K -17.8% $11.32 -30.1%
259 WSM WILLIAMS SONOMA INC Consumer Cyclical 672.0 $157K 0.01% -1K -64.7% $233.10 +1.7%
260 LAD LITHIA MTRS INC Consumer Cyclical 537.0 $156K 0.01% -7K -92.7% $290.49 +28.3%
Page 13 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%