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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 21 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SHW SHERWIN WILLIAMS CO Basic Materials 67.0 $23K 0.00% -826.0 -92.5% $344.31 +0.9%
402 BYND BEYOND MEAT INC Consumer Defensive 30,660.0 $23K 0.00% -1K -4.0% $0.75 +1941.3%
403 TNK TEEKAY TANKERS LTD Energy 343.0 $22K 0.00% -43.0 -11.1% $64.87 +43.5%
404 RPD RAPID7 INC Technology 2,746.0 $22K 0.00% -14K -83.3% $8.10 +43.2%
405 GTX GARRETT MOTION INC Consumer Cyclical 613.0 $22K 0.00% -283.0 -31.6% $36.23 -26.4%
406 PNC PNC FINL SVCS GROUP INC Financial Services 90.0 $22K 0.00% -402.0 -81.7% $246.22 -0.9%
407 WST WEST PHARMACEUTICAL SVSC INC Healthcare 60.0 $22K 0.00% -389.0 -86.6% $359.00 -1.8%
408 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 264.0 $21K 0.00% -551.0 -67.6% $79.22 +6.4%
409 H HYATT HOTELS CORP COM Consumer Cyclical 107.0 $21K 0.00% -125.0 -53.9% $193.84 -5.9%
410 AGCO AGCO CORP Industrials 171.0 $20K 0.00% -138.0 -44.7% $119.70 -12.9%
411 SPSC SPS COMM INC Technology 352.0 $20K 0.00% -1K -75.4% $57.17 +39.3%
412 NFE NEW FORTRESS ENERGY INC COM Utilities 54,874.0 $20K 0.00% -28K -33.4% $0.36 -18.2%
413 QSI QUANTUM SI INC COM Healthcare 22,500.0 $20K 0.00% -2K -10.0% $0.89 -4.0%
414 SRE SEMPRA Utilities 212.0 $20K 0.00% -598.0 -73.8% $92.71 -6.9%
415 SLG SL GREEN RLTY CORP Real Estate 378.0 $20K 0.00% -2K -82.4% $51.77 +12.7%
416 RH RH Consumer Cyclical 117.0 $19K 0.00% -939.0 -88.9% $164.73 -5.0%
417 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 307.0 $19K 0.00% -231.0 -42.9% $62.22 -31.3%
418 HIG HARTFORD INSURANCE GROUP INC Financial Services 144.0 $19K 0.00% -13.0 -8.3% $132.52 +3.9%
419 GWW WW GRAINGER INC Industrials 14.0 $19K 0.00% -1.0 -6.7% $1360.43 -4.0%
420 CHD CHURCH & DWIGHT CO INC Consumer Defensive 185.0 $18K 0.00% -300.0 -61.9% $96.88 +0.6%
Page 21 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%