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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 4 of 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LMT LOCKHEED MARTIN CORP Industrials 3,675.0 $1.9M 0.06% -2K -35.7% $509.46 +19.2%
62 STZ CONSTELLATION BRANDS INC Consumer Defensive 13,167.0 $1.8M 0.06% -19K -59.0% $139.09 -5.8%
63 HWM HOWMET AEROSPACE INC Industrials 6,794.0 $1.8M 0.06% -45.0 -0.7% $268.86 +8.8%
64 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,709.0 $1.8M 0.06% -22K -76.8% $271.95 -9.6%
65 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 18,000.0 $1.7M 0.06% -82K -82.0% $95.98 +33.6%
66 DKNG DRAFTKINGS INC NEW COM Consumer Cyclical 67,874.0 $1.7M 0.06% -28K -29.2% $25.26 -4.8%
67 LKQ LKQ CORP Consumer Cyclical 62,486.0 $1.6M 0.06% -10K -13.7% $26.33 -4.5%
68 COF CAPITAL ONE FINL CORP Financial Services 8,146.0 $1.6M 0.06% -7K -46.8% $200.62 +10.4%
69 PFE PFIZER INC Healthcare 67,691.0 $1.6M 0.06% -55K -44.7% $24.08 +13.2%
70 VST VISTRA CORP Utilities 10,268.0 $1.6M 0.06% -27K -72.5% $158.63 -11.4%
71 APOS APOLLO GLOBAL MGMT INC Financial Services 13,590.0 $1.6M 0.06% -4K -24.8% $118.31 -78.5%
72 NET CLOUDFLARE INC CL A Technology 6,458.0 $1.6M 0.05% -838.0 -11.5% $245.28 +22.9%
73 MSTR CALL STRATEGY INC Technology 18,100.0 $1.6M 0.05% -11K -37.1% $86.93 +6.4%
74 WEN WENDYS CO Consumer Cyclical 182,872.0 $1.5M 0.05% -18K -8.8% $8.29 +1.8%
75 GD GENERAL DYNAMICS CORP Industrials 4,273.0 $1.5M 0.05% -1K -20.3% $354.24 +11.1%
76 C CITIGROUP INC Financial Services 10,449.0 $1.5M 0.05% -117K -91.8% $139.96 -1.6%
77 CAT CATERPILLAR INC Industrials 1,345.0 $1.4M 0.05% -5K -79.7% $1064.92 -21.0%
78 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 41,765.0 $1.4M 0.05% -54K -56.5% $34.00 -1.9%
79 DECK DECKERS OUTDOOR CORP Consumer Cyclical 13,950.0 $1.4M 0.05% -731.0 -5.0% $99.29 -9.8%
80 NVO NOVO-NORDISK A S Healthcare 28,796.0 $1.4M 0.05% -124K -81.2% $47.94 -4.7%
Page 4 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%