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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 42 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 OTIS OTIS WORLDWIDE CORP Industrials 649.0 $46K 0.00% -206.0 -24.1% $71.60 -0.2%
822 ACAD ACADIA PHARMACEUTICALS INC Healthcare 1,832.0 $46K 0.00% +293.0 +19.0% $25.30 +16.6%
823 CSX CSX CORP Industrials 969.0 $46K 0.00% -704.0 -42.1% $47.53 +8.5%
824 TRV TRAVELERS COMPANIES INC Financial Services 139.0 $46K 0.00% -351.0 -71.6% $330.12 +10.1%
825 WTFC WINTRUST FINL CORP Financial Services 285.0 $46K 0.00% $160.72 -5.0%
826 BROWN FORMAN CORP 1,710.0 $46K 0.00% -1K -46.3% $26.65
827 BRC BRADY CORP Industrials 497.0 $46K 0.00% $91.57 -0.3%
828 SBLK STAR BULK CARRIERS CORP. Industrials 1,800.0 $45K 0.00% +600.0 +50.0% $24.97 +22.1%
829 DHT DHT HOLDINGS INC Energy 2,709.0 $45K 0.00% -26.0 -0.9% $16.53 +19.9%
830 ARQQ ARQIT QUANTUM INC Technology 1,500.0 $45K 0.00% -225.0 -13.0% $29.72 -28.9%
831 THC TENET HEALTHCARE CORP Healthcare 236.0 $44K 0.00% +218.0 +1211.1% $187.08 +50.1%
832 FIVE FIVE BELOW INC Consumer Cyclical 243.0 $44K 0.00% -122.0 -33.4% $179.79 +39.2%
833 CALM CAL MAINE FOODS INC Consumer Defensive 542.0 $44K 0.00% -280.0 -34.1% $80.56 +2.8%
834 NTSK NETSKOPE INC Technology 3,956.0 $43K 0.00% +3K +181.8% $10.94 +32.6%
835 JFIN JIAYIN GROUP INC Communication Services 15,000.0 $43K 0.00% $2.86 -15.0%
836 HYCROFT MINING HOLDING CORP 1,800.0 $42K 0.00% $23.40
837 HDB HDFC BANK LTD Financial Services 1,630.0 $42K 0.00% -215K -99.2% $25.83 -8.6%
838 TSLA PUT TESLA INC Consumer Cyclical 100.0 $42K 0.00% -10K -99.0% $420.60 -13.7%
839 ACI ALBERTSONS COMPANIES INC Consumer Defensive 3,082.0 $42K 0.00% +3K +615.1% $13.53 -8.5%
840 UHS UNIVERSAL HLTH SVCS INC Healthcare 280.0 $42K 0.00% +245.0 +700.0% $148.69 +19.2%
Page 42 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%