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Portfolio (Quarterly) Guide ↗

Leonteq Securities AG

· CIK 0001535950
13F Portfolio $2.7B AUM 1,305 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 498 Added 499 Reduced 258 Exited
Page 12 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CELH CELSIUS HLDGS INC Consumer Defensive 16,165.0 $574K 0.02% +12K +317.2% $35.48 -16.4%
222 FIG FIGMA INC Technology 26,802.0 $567K 0.02% +8K +43.6% $21.14 +3.9%
223 SHEL SHELL PLC Energy 6,000.0 $558K 0.02% +4K +300.0% $93.00 -8.6%
224 BKSY BLACKSKY TECHNOLOGY INC Technology 22,027.0 $554K 0.02% +16K +260.0% $25.16 +93.8%
225 CMI CUMMINS INC Industrials 1,015.0 $546K 0.02% +51.0 +5.3% $538.02 +24.3%
226 RNR RENAISSANCERE HLDGS LTD Financial Services 1,802.0 $536K 0.02% +483.0 +36.6% $297.23 -0.8%
227 MRSH MARSH & MCLENNAN COS INC Financial Services 3,082.0 $535K 0.02% +2K +429.6% $173.45 -6.6%
228 EVEREST GROUP LTD 1,635.0 $534K 0.02% +965.0 +144.0% $326.85
229 IQVIA HLDGS INC 3,114.0 $531K 0.02% +454.0 +17.1% $170.54
230 OMC OMNICOM GROUP INC Communication Services 6,964.0 $524K 0.02% +6K +577.4% $75.31 -1.2%
231 AXS AXIS CAP HLDGS LTD Financial Services 5,161.0 $523K 0.02% +1K +39.4% $101.41 -2.4%
232 VTRS VIATRIS INC Healthcare 38,294.0 $517K 0.02% +37K +2854.8% $13.51 +23.2%
233 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG 11,309.0 $503K 0.02% +5K +83.7% $44.45
234 UPST UPSTART HLDGS INC Financial Services 19,510.0 $500K 0.02% +3K +19.2% $25.65 +19.4%
235 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,288.0 $478K 0.02% +744.0 +48.2% $209.08 +22.2%
236 VNO VORNADO RLTY TR Real Estate 18,285.0 $475K 0.02% +18K +10000.0% $25.99 +25.8%
237 STT STATE STR CORP Financial Services 3,739.0 $473K 0.02% +1K +44.5% $126.56 +25.3%
238 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 5,164.0 $472K 0.02% +3K +131.4% $91.37 -18.2%
239 ROK ROCKWELL AUTOMATION INC Industrials 1,300.0 $467K 0.02% +419.0 +47.6% $358.88 +27.1%
240 GFL GFL ENVIRONMENTAL INC SUB VTG Industrials 8,440.0 $465K 0.02% +1K +21.1% $55.14 -35.6%
Page 12 of 25  ·  498 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 37.9%
Consumer Cyclical 13.9%
Communication Services 10.6%
Financial Services 8.5%
Healthcare 7.5%
Industrials 7.2%
Basic Materials 5.5%
Consumer Defensive 3.9%
Energy 2.7%
Utilities 1.9%