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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 45 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 FDP DEL MONTE CORP Consumer Defensive 1,137.0 $33K 0.00% +118.0 +11.6% $29.22 +0.0%
882 O REALTY INCOME CORP Real Estate 535.0 $33K 0.00% +106.0 +24.7% $61.96 +1.0%
883 ASM AVINO SILVER & GOLD MINES LT Basic Materials 3,650.0 $33K 0.00% $8.99 -17.7%
884 HD HOME DEPOT INC Consumer Cyclical 93.0 $33K 0.00% NEW $352.68 -4.8%
885 SN SHARKNINJA INC COM Consumer Cyclical 215.0 $33K 0.00% +200.0 +1333.3% $152.27 +18.7%
886 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 2,465.0 $33K 0.00% -89K -97.3% $13.26 +9.6%
887 Q QNITY ELECTRONICS INC Technology 200.0 $33K 0.00% $163.31 -21.1%
888 CORT CORCEPT THERAPEUTICS INC Healthcare 375.0 $33K 0.00% NEW $86.95 +40.6%
889 DLO DLOCAL LTD CLASS A Technology 2,500.0 $32K 0.00% NEW $13.00 +16.7%
890 FLR FLUOR CORP Industrials 614.0 $32K 0.00% -354.0 -36.6% $52.39 +0.1%
891 RELY REMITLY GLOBAL INC Technology 1,435.0 $32K 0.00% NEW $22.41 +19.0%
892 AUPH AURINIA PHARMACEUTICALS INC Healthcare 1,891.0 $32K 0.00% +2K +3923.4% $16.97 -1.9%
893 SCZM SANTACRUZ SILVER MNG LTD COM NEW Basic Materials 3,480.0 $32K 0.00% $9.20 +5.2%
894 CORPAY INC COM 96.0 $32K 0.00% -12.0 -11.1% $333.27
895 CE CELANESE CORP DEL Basic Materials 695.0 $32K 0.00% +277.0 +66.3% $46.00 +1.7%
896 TROW PRICE T ROWE GROUP INC Financial Services 280.0 $32K 0.00% -2K -89.8% $113.69 -1.9%
897 ADUS ADDUS HOMECARE CORP Healthcare 314.0 $32K 0.00% NEW $100.47 +20.2%
898 TMQ TRILOGY METALS INC NEW Basic Materials 9,000.0 $32K 0.00% -1K -10.0% $3.50 +13.0%
899 CAH CARDINAL HEALTH INC Healthcare 132.0 $31K 0.00% +80.0 +153.8% $237.56 -3.4%
900 LPLA LPL FINL HLDGS INC Financial Services 108.0 $30K 0.00% +56.0 +107.7% $281.68 +28.3%
Page 45 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%