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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 23 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BILI BILIBILI INC Technology 24,345.0 $415K 0.01% -2K -7.3% $17.03 +0.2%
442 LEA LEAR CORP Consumer Cyclical 3,092.0 $415K 0.01% -537.0 -14.8% $134.06 -4.1%
443 SWKS SKYWORKS SOLUTIONS INC Technology 6,110.0 $414K 0.01% -4K -37.7% $67.80 -1.0%
444 SMR NUSCALE PWR CORP CL A Utilities 40,998.0 $411K 0.01% +3K +7.1% $10.03 -6.3%
445 CLH CLEAN HARBORS INC Industrials 1,365.0 $408K 0.01% +11.0 +0.8% $298.75 +5.8%
446 BB BLACKBERRY LTD Technology 28,624.0 $407K 0.01% +16K +120.7% $14.23 -43.5%
447 CIFR CIPHER DIGITAL INC Financial Services 16,471.0 $404K 0.01% -2K -10.8% $24.50 -35.6%
448 PL PLANET LABS PBC COM Industrials 12,179.0 $403K 0.01% -4K -26.9% $33.13 -32.7%
449 RMD RESMED INC Healthcare 2,038.0 $397K 0.01% +481.0 +30.9% $194.88 +18.8%
450 T AT&T INC Communication Services 19,120.0 $396K 0.01% -36K -65.4% $20.70 +22.2%
451 FDS FACTSET RESH SYS INC Financial Services 1,715.0 $395K 0.01% -12.0 -0.7% $230.08 +30.4%
452 DOCU DOCUSIGN INC Technology 8,772.0 $390K 0.01% +2K +23.6% $44.42 +39.6%
453 IT PUT GARTNER INC Technology 3,000.0 $389K 0.01% $129.62 +51.1%
454 BAX BAXTER INTL INC Healthcare 18,168.0 $387K 0.01% -76K -80.7% $21.32 +23.5%
455 RSG REPUBLIC SVCS INC Industrials 1,812.0 $386K 0.01% +24.0 +1.3% $213.08 +3.6%
456 XLK CALL SELECT SECTOR SPDR TR 2,000.0 $381K 0.01% NEW $190.52 -3.8%
457 CBOE CBOE GLOBAL MKTS INC Financial Services 1,570.0 $381K 0.01% +1K +185.4% $242.67 +23.9%
458 DQ DAQO NEW ENERGY CORP SPNSRD Technology 28,435.0 $381K 0.01% +12K +69.6% $13.39 +1.4%
459 MTA METALLA RTY & STREAMING LTD Basic Materials 50,000.0 $380K 0.01% -15K -23.1% $7.61 +46.4%
460 RIO RIO TINTO PLC Basic Materials 3,999.0 $380K 0.01% -548.0 -12.1% $94.93 +10.9%
Page 23 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%