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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 27 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NOW CALL SERVICENOW INC Technology 2,600.0 $258K 0.01% NEW $99.28 +29.4%
522 ZM ZOOM COMMUNICATIONS INC Technology 2,979.0 $257K 0.01% -3K -48.2% $86.31 +24.5%
523 GPN GLOBAL PMTS INC Industrials 3,520.0 $255K 0.01% +83.0 +2.4% $72.56 +28.8%
524 KBR KBR INC Industrials 7,357.0 $254K 0.01% +4K +147.5% $34.53 +11.7%
525 FOUR SHIFT4 PMTS INC Technology 5,189.0 $252K 0.01% -29K -85.0% $48.64 -1.5%
526 PRU PRUDENTIAL FINL INC Financial Services 2,334.0 $252K 0.01% -6K -73.0% $107.93 +12.2%
527 BBWI BATH & BODY WORKS INC Consumer Cyclical 10,685.0 $247K 0.01% -6K -36.1% $23.13 -15.9%
528 ACM AECOM Industrials 3,534.0 $247K 0.01% +184.0 +5.5% $69.80 -7.2%
529 EXK ENDEAVOUR SILVER CORP Basic Materials 22,919.0 $246K 0.01% -9K -27.9% $10.74 -1.1%
530 PRLB PROTO LABS INC Industrials 3,000.0 $245K 0.01% -2K -40.0% $81.51 -2.3%
531 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 23,109.0 $244K 0.01% -378.0 -1.6% $10.57 +13.2%
532 CROX CROCS INC Consumer Cyclical 2,013.0 $243K 0.01% -4K -68.4% $120.64 +1.2%
533 MOH MOLINA HEALTHCARE INC Healthcare 1,061.0 $243K 0.01% -10K -90.3% $228.70 -12.4%
534 PPG CALL PPG INDS INC Basic Materials 2,000.0 $243K 0.01% $121.29 -6.3%
535 CPRT COPART INC Industrials 8,602.0 $242K 0.01% +2K +28.5% $28.19 +19.9%
536 ELF E L F BEAUTY INC Consumer Defensive 3,245.0 $240K 0.01% -3K -46.6% $74.00 +37.8%
537 TWLO TWILIO INC Communication Services 1,157.0 $239K 0.01% -8K -87.8% $206.33 +9.2%
538 MSM MSC INDL DIRECT INC Industrials 1,990.0 $237K 0.01% -10.0 -0.5% $118.95 +0.7%
539 AMER SPORTS INC COM 6,992.0 $237K 0.01% -5K -40.1% $33.84
540 MKSI MKS INC. Technology 530.0 $236K 0.01% -649.0 -55.0% $444.80 -37.3%
Page 27 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%