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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 22 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FIX COMFORT SYS USA INC Industrials 9.0 $18K 0.00% -35.0 -79.5% $1982.00 -15.6%
422 SJM SMUCKER J M CO Consumer Defensive 155.0 $17K 0.00% -824.0 -84.2% $112.50 +9.4%
423 TOL TOLL BROTHERS INC Consumer Cyclical 104.0 $17K 0.00% -268.0 -72.0% $164.75 -12.0%
424 AUR AURORA INNOVATION INC CLASS A Technology 2,502.0 $17K 0.00% -26K -91.3% $6.81 -10.1%
425 ACHR ARCHER AVIATION INC COM Industrials 3,310.0 $16K 0.00% -5K -60.2% $4.73 +28.8%
426 VMI VALMONT INDS INC Industrials 27.0 $16K 0.00% -44.0 -62.0% $577.59 -16.6%
427 LYV LIVE NATION ENTERTAINMENT IN Communication Services 85.0 $16K 0.00% -21.0 -19.8% $183.11 -0.6%
428 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 263.0 $14K -1K -82.9% $54.90 -18.1%
429 FITB FIFTH THIRD BANCORP Financial Services 254.0 $14K -235.0 -48.1% $56.37 -3.3%
430 UCTT ULTRA CLEAN HLDGS INC Technology 100.0 $14K -200.0 -66.7% $142.59 -48.8%
431 BXP BXP INC Real Estate 213.0 $14K -2K -89.6% $66.31 +2.2%
432 BX BLACKSTONE INC Financial Services 120.0 $14K -39K -99.7% $117.67 +20.2%
433 NVR NVR INC Consumer Cyclical 2.0 $14K -1.0 -33.3% $6813.50 -7.5%
434 MP MP MATERIALS CORP COM Basic Materials 243.0 $14K -62K -99.6% $56.01 -1.7%
435 DKS DICKS SPORTING GOODS INC Consumer Cyclical 59.0 $13K -5K -98.8% $226.81 -20.9%
436 EH EHANG HLDGS LTD Industrials 2,000.0 $13K -2K -50.0% $6.55 -16.0%
437 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 153.0 $13K -2K -93.8% $83.48 +9.6%
438 LII LENNOX INTL INC Industrials 22.0 $13K -90.0 -80.4% $572.95 -29.1%
439 EQH EQUITABLE HLDGS INC Financial Services 287.0 $13K -48.0 -14.3% $43.88 +11.1%
440 NSC NORFOLK SOUTHN CORP Industrials 39.0 $12K -74.0 -65.5% $314.59 +10.2%
Page 22 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%