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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 40 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 EXR EXTRA SPACE STORAGE INC Real Estate 392.0 $57K 0.00% +372.0 +1860.0% $145.30 +1.0%
782 LMNR LIMONEIRA CO Consumer Defensive 4,326.0 $57K 0.00% +940.0 +27.8% $13.13 +5.5%
783 DCI DONALDSON INC Industrials 630.0 $57K 0.00% +240.0 +61.5% $89.77 +3.9%
784 AMP AMERIPRISE FINL INC Financial Services 123.0 $56K 0.00% -77.0 -38.5% $458.76 +21.1%
785 NTLA INTELLIA THERAPEUTICS INC Healthcare 3,289.0 $56K 0.00% -5K -62.0% $16.92 -24.1%
786 FCFS FIRSTCASH HOLDINGS INC Financial Services 256.0 $55K 0.00% NEW $216.32 +4.1%
787 JKHY HENRY JACK & ASSOC INC Technology 400.0 $55K 0.00% +2.0 +0.5% $137.74 +20.7%
788 JOBY JOBY AVIATION INC Industrials 6,030.0 $54K 0.00% +2K +38.6% $8.92 -15.6%
789 D DOMINION ENERGY INC Utilities 780.0 $53K 0.00% -3K -79.7% $68.29 -2.5%
790 NUE NUCOR CORP Basic Materials 239.0 $53K 0.00% -1K -83.9% $222.75 +9.4%
791 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 878.0 $53K 0.00% NEW $60.22 +19.9%
792 ASAN ASANA INC Technology 7,501.0 $53K 0.00% -17K -69.6% $7.00 +36.9%
793 PCOR PROCORE TECHNOLOGIES INC Technology 1,292.0 $52K 0.00% +1K +778.9% $40.62 +56.3%
794 SANA SANA BIOTECHNOLOGY INC Healthcare 15,000.0 $52K 0.00% $3.49 +12.0%
795 LPX LOUISIANA PAC CORP Basic Materials 660.0 $52K 0.00% -2K -70.2% $78.66 -7.0%
796 PTC PTC INC Technology 456.0 $52K 0.00% -65.0 -12.5% $113.61 +36.2%
797 NTAP NETAPP INC Technology 334.0 $52K 0.00% -673.0 -66.8% $154.76 +24.2%
798 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 598.0 $51K 0.00% +6.0 +1.0% $85.99 -14.3%
799 SIRI SIRIUSXM HOLDINGS INC Communication Services 1,735.0 $51K 0.00% -14K -89.2% $29.54 -2.9%
800 SWK STANLEY BLACK & DECKER INC Industrials 544.0 $51K 0.00% -14K -96.3% $94.12 +6.3%
Page 40 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%