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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 12 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NKE CALL NIKE INC Consumer Cyclical 34,000.0 $1.4M 0.05% NEW $41.05 -2.4%
222 DECK DECKERS OUTDOOR CORP Consumer Cyclical 13,950.0 $1.4M 0.05% -731.0 -5.0% $99.29 -9.8%
223 NVO NOVO-NORDISK A S Healthcare 28,796.0 $1.4M 0.05% -124K -81.2% $47.94 -4.7%
224 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,405.0 $1.4M 0.05% -5K -50.4% $249.98 -3.0%
225 LRCX LAM RESEARCH CORP Technology 3,114.0 $1.3M 0.05% -5K -63.7% $433.33 -24.3%
226 ESRT EMPIRE ST RLTY TR INC Real Estate 247,806.0 $1.3M 0.05% $5.41 -13.1%
227 TDG TRANSDIGM GROUP INC Industrials 984.0 $1.3M 0.04% -784.0 -44.3% $1332.04 -7.4%
228 DASH DOORDASH INC Communication Services 7,046.0 $1.3M 0.04% -7K -49.2% $184.53 +17.2%
229 MDA MDA SPACE LTD Technology 22,176.0 $1.3M 0.04% -5K -17.0% $58.60 -42.0%
230 UPS UNITED PARCEL SVCS INC Industrials 12,061.0 $1.3M 0.04% +874.0 +7.8% $107.50 -5.2%
231 CTVA CORTEVA INC Basic Materials 15,083.0 $1.3M 0.04% +4K +31.8% $84.69 -8.0%
232 TXN TEXAS INSTRS INC Technology 4,277.0 $1.3M 0.04% -602.0 -12.3% $298.07 -8.7%
233 ADSK AUTODESK INC Technology 6,502.0 $1.3M 0.04% +2K +59.2% $194.42 +26.9%
234 ALAB ASTERA LABS INC Technology 2,595.0 $1.3M 0.04% -3K -53.4% $483.02 -37.2%
235 FSLR FIRST SOLAR INC Energy 5,299.0 $1.3M 0.04% -2K -26.4% $235.96 -6.8%
236 RGTI RIGETTI COMPUTING INC Technology 64,407.0 $1.2M 0.04% -7K -9.3% $19.32 -8.3%
237 AN AUTONATION INC Consumer Cyclical 6,681.0 $1.2M 0.04% +5K +409.2% $185.79 +6.0%
238 ABT ABBOTT LABORATORIES Healthcare 13,533.0 $1.2M 0.04% -3K -17.9% $90.74 +24.2%
239 MCO MOODYS CORP Financial Services 2,665.0 $1.2M 0.04% -439.0 -14.1% $452.92 +7.3%
240 HOOD CALL ROBINHOOD MKTS INC COM Financial Services 12,000.0 $1.2M 0.04% -1K -7.7% $100.28 -8.7%
Page 12 of 64  ·  1,273 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%