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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 17 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FIG FIGMA INC Technology 40,006.0 $724K 0.03% +13K +49.3% $18.09 +51.5%
322 ROKU ROKU INC COM Communication Services 5,184.0 $716K 0.03% -1K -16.9% $138.14 +13.8%
323 HPE HEWLETT PACKARD ENTERPRISE C Technology 15,873.0 $716K 0.03% -3K -16.6% $45.11 +18.2%
324 HUBB HUBBELL INC Industrials 1,352.0 $707K 0.02% +1K +1888.2% $523.20 -9.5%
325 QUBT QUANTUM COMPUTING INC Technology 72,815.0 $706K 0.02% +18K +32.0% $9.70 -17.0%
326 NEE NEXTERA ENERGY INC Utilities 8,034.0 $705K 0.02% -17K -68.3% $87.77 -2.9%
327 GFI GOLD FIELDS LTD Basic Materials 20,929.0 $703K 0.02% +13K +180.1% $33.59 +34.4%
328 LCID CALL LUCID GROUP INC Consumer Cyclical 105,000.0 $702K 0.02% NEW $6.69 -14.2%
329 EIX EDISON INTL Utilities 9,425.0 $702K 0.02% -8K -45.8% $74.45 +0.6%
330 CPB THE CAMPBELLS COMPANY Consumer Defensive 31,310.0 $697K 0.02% -53K -62.7% $22.27 +4.6%
331 WAL WESTERN ALLIANCE BANCORP Financial Services 8,360.0 $687K 0.02% -5K -39.6% $82.20 -3.0%
332 PVH PVH CORPORATION Consumer Cyclical 9,186.0 $682K 0.02% +234.0 +2.6% $74.26 +2.7%
333 BWXT BWX TECHNOLOGIES INC Industrials 3,496.0 $680K 0.02% -45.0 -1.3% $194.65 -18.9%
334 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,653.0 $679K 0.02% -1K -28.6% $255.88 +28.0%
335 PAAS CALL PAN AMERN SILVER CORP Basic Materials 15,100.0 $676K 0.02% -50K -76.8% $44.79 +14.4%
336 DE DEERE & CO Industrials 1,063.0 $674K 0.02% +43.0 +4.2% $634.33 +0.0%
337 PATH UIPATH INC Technology 61,753.0 $671K 0.02% +23K +58.4% $10.87 +45.3%
338 GALAXY DIGITAL INC. 24,415.0 $668K 0.02% +16K +205.8% $27.34
339 MMM 3M CO Industrials 4,100.0 $664K 0.02% -5K -55.7% $161.91 +11.7%
340 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7,339.0 $661K 0.02% +2K +42.1% $90.01 +15.3%
Page 17 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%