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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 19 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KR KROGER CO Consumer Defensive 11,064.0 $614K 0.02% +5K +79.3% $55.53 +4.3%
362 VECO VEECO INSTRS INC DEL Technology 8,000.0 $606K 0.02% NEW $75.80 -36.9%
363 VKTX VIKING THERAPEUTICS INC Healthcare 15,457.0 $603K 0.02% -7K -32.2% $39.01 -13.1%
364 CDNS CADENCE DESIGN SYSTEM INC Technology 1,603.0 $602K 0.02% -2K -58.8% $375.32 -15.0%
365 STM STMICROELECTRONICS N V Technology 8,000.0 $599K 0.02% NEW $74.89 -32.5%
366 IGV PUT ISHARES TR 6,600.0 $598K 0.02% -3K -34.0% $90.56 +14.1%
367 LYFT LYFT INC CL A Technology 40,907.0 $598K 0.02% -21K -33.6% $14.61 +19.6%
368 MRVL CALL MARVELL TECHNOLOGY INC Technology 2,000.0 $596K 0.02% NEW $297.89 -20.4%
369 VTRS VIATRIS INC Healthcare 37,269.0 $592K 0.02% -1K -2.7% $15.88 +2.8%
370 CW CURTISS WRIGHT CORP Industrials 778.0 $590K 0.02% -192.0 -19.8% $757.76 -16.2%
371 TEM TEMPUS AI INC Healthcare 10,136.0 $587K 0.02% -21K -67.6% $57.93 +25.5%
372 STLD STEEL DYNAMICS INC Basic Materials 2,551.0 $585K 0.02% +1K +78.0% $229.46 -0.3%
373 PLD PROLOGIS INC. Real Estate 4,297.0 $582K 0.02% +4K +2092.3% $135.47 +4.7%
374 EVEREST GROUP LTD 1,626.0 $581K 0.02% -9.0 -0.6% $357.23
375 PSTG EVERPURE INC 7,345.0 $579K 0.02% -7K -50.0% $78.79
376 IBKR INTERACTIVE BROKERS GROUP IN COM Financial Services 6,582.0 $573K 0.02% -15K -68.9% $87.04 +7.8%
377 RNR RENAISSANCERE HLDGS LTD Financial Services 1,790.0 $567K 0.02% -12.0 -0.7% $316.90 +2.1%
378 TM TOYOTA MOTOR CORP Consumer Cyclical 3,358.0 $566K 0.02% +2K +219.5% $168.42 +17.2%
379 OSK OSHKOSH CORP Industrials 3,657.0 $561K 0.02% +354.0 +10.7% $153.48 +2.4%
380 SYM SYMBOTIC INC CLASS A Industrials 12,420.0 $558K 0.02% +7K +125.5% $44.95 -6.9%
Page 19 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 48.1%
Consumer Cyclical 13.8%
Communication Services 10.7%
Industrials 6.0%
Financial Services 5.9%
Healthcare 4.8%
Basic Materials 4.7%
Consumer Defensive 2.4%
Energy 2.2%
Utilities 1.2%