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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 58 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 LFMD LIFEMD INC Healthcare 514.0 $2K $4.13 -20.8%
1142 UFPT UFP TECHNOLOGIES INC Healthcare 8.0 $2K $265.12 +18.4%
1143 BMO BANK MONTREAL MEDIUM Financial Services 12.0 $2K NEW $176.67 +3.3%
1144 BYD BOYD GAMING CORP Consumer Cyclical 24.0 $2K $88.33 -6.6%
1145 IMCR IMMUNOCORE HLDGS PLC Healthcare 63.0 $2K -741.0 -92.2% $31.75 +13.5%
1146 TW TRADEWEB MKTS INC Financial Services 20.0 $2K $99.65 +5.8%
1147 CDW CDW CORP Technology 14.0 $2K -93.0 -86.9% $140.64 -4.0%
1148 FEDEX FGHT HLDG CO INC 13.0 $2K NEW $151.00
1149 BLSH BULLISH ORD Technology 81.0 $2K -2K -95.7% $23.43 +5.1%
1150 GFS GLOBALFOUNDRIES INC Technology 23.0 $2K -688.0 -96.8% $82.39 -39.4%
1151 BEPC BROOKFIELD RENEWABLE CORP Utilities 51.0 $2K -8K -99.4% $37.12 -9.7%
1152 GTLS CHART INDS INC Industrials 9.0 $2K $208.89 +0.5%
1153 ARGX ARGENX SE Healthcare 2.0 $2K $928.00 +7.0%
1154 HUBG HUB GROUP INC Industrials 42.0 $2K $43.79 -9.4%
1155 SWBI SMITH & WESSON BRANDS INC Industrials 120.0 $2K $15.04 -5.8%
1156 VREX VAREX IMAGING CORP Healthcare 172.0 $2K $10.43 +77.0%
1157 RVTY REVVITY INC Healthcare 16.0 $2K $111.25 +2.2%
1158 TWST TWIST BIOSCIENCE CORP Healthcare 17.0 $2K -2.0 -10.5% $102.88 +12.8%
1159 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 14.0 $2K -81.0 -85.3% $123.29 +5.6%
1160 GDDY GODADDY INC Technology 20.0 $2K -209.0 -91.3% $84.90 +12.8%
Page 58 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 47.4%
Consumer Cyclical 13.6%
Communication Services 11.1%
Financial Services 6.7%
Industrials 5.9%
Healthcare 4.7%
Basic Materials 4.7%
Consumer Defensive 2.3%
Energy 2.2%
Utilities 1.1%