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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 24 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 OC OWENS CORNING NEW Industrials 51.0 $8K -141.0 -73.4% $158.96 -7.4%
462 BTDR BITDEER TECHNOLOGIES GROUP CL A ORD Technology 508.0 $8K -8K -93.9% $15.87 -34.3%
463 HMY HARMONY GOLD MNG LTD Basic Materials 519.0 $8K -500.0 -49.1% $15.21 +44.8%
464 JBHT HUNT J B TRANS SVCS INC Industrials 25.0 $7K -71.0 -74.0% $289.44 -5.2%
465 MTDR MATADOR RES CO Energy 137.0 $7K -116.0 -45.9% $49.78 +17.4%
466 PLAY DAVE & BUSTERS ENTMT INC Communication Services 590.0 $7K -1K -64.6% $11.40 -13.6%
467 BBY BEST BUY INC Consumer Cyclical 88.0 $7K -698.0 -88.8% $75.88 +13.0%
468 MSI MOTOROLA SOLUTIONS INC Technology 16.0 $7K -161.0 -91.0% $415.31 +14.0%
469 MTCH MATCH GROUP INC NEW Communication Services 169.0 $6K -20K -99.2% $38.05 +6.1%
470 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 77.0 $6K -300.0 -79.6% $82.40 -5.4%
471 VNO VORNADO RLTY TR Real Estate 161.0 $6K -18K -99.1% $39.30 -1.6%
472 MUR MURPHY OIL CORP Energy 189.0 $6K -502.0 -72.7% $32.56 +17.6%
473 BEN FRANKLIN RESOURCES INC Financial Services 176.0 $6K -8K -97.9% $33.27 +2.1%
474 HELE HELEN OF TROY LTD Consumer Defensive 201.0 $6K -11K -98.2% $29.07 -5.3%
475 EXP EAGLE MATLS INC Basic Materials 25.0 $6K -197.0 -88.7% $225.00 -9.8%
476 RBRK RUBRIK INC. Technology 70.0 $6K -2K -95.8% $80.29 +21.5%
477 MIDD MIDDLEBY CORP Industrials 31.0 $5K -54.0 -63.5% $172.00 -34.6%
478 ZION ZIONS BANCORPORATION NATL AS Financial Services 76.0 $5K -153.0 -66.8% $69.18 -1.9%
479 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 1,793.0 $5K -2K -56.4% $2.89 +6.6%
480 LNN LINDSAY CORP Industrials 41.0 $5K -18.0 -30.5% $123.80 -6.2%
Page 24 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%