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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 23 of 25  ·  498 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LOPE GRAND CANYON ED INC Consumer Defensive 195.0 $33K 0.00% +64.0 +48.9% $170.03 -9.0%
442 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 2,309.0 $33K 0.00% +1K +96.2% $14.35 -20.6%
443 EQR EQUITY RESIDENTIAL Real Estate 549.0 $32K 0.00% +180.0 +48.8% $59.15 +11.9%
444 HQY HEALTHEQUITY INC Healthcare 382.0 $32K 0.00% +235.0 +159.9% $83.57 +4.4%
445 CORPAY INC COM 108.0 $31K 0.00% +17.0 +18.7% $290.99
446 PAYO PAYONEER GLOBAL INC Technology 6,496.0 $31K 0.00% +3K +72.0% $4.83 +2.5%
447 CVGW CALAVO GROWERS INC Consumer Defensive 1,210.0 $31K 0.00% +385.0 +46.7% $25.79 +1.9%
448 SNY SANOFI SA Healthcare 607.0 $29K 0.00% +297.0 +95.8% $48.16 -8.3%
449 NXE NEXGEN ENERGY LTD Energy 2,343.0 $28K 0.00% +1K +88.2% $11.75 -6.5%
450 CE CELANESE CORP DEL Basic Materials 418.0 $27K 0.00% +154.0 +58.3% $65.77 -20.4%
451 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 672.0 $26K 0.00% +440.0 +189.7% $39.12 +27.3%
452 O REALTY INCOME CORP Real Estate 429.0 $26K 0.00% +66.0 +18.2% $61.18 +2.1%
453 WTS WATTS WATER TECHNOLOGIES INC Industrials 86.0 $25K 0.00% +6.0 +7.5% $290.29 +7.5%
454 WELL WELLTOWER INC Real Estate 125.0 $25K 0.00% +60.0 +92.3% $197.71 +10.4%
455 SBS COMPANHIA DE SANEAMENTO BASI Utilities 747.0 $23K 0.00% +62.0 +9.1% $30.51 -81.2%
456 AOS SMITH A O CORP Industrials 337.0 $22K 0.00% +15.0 +4.7% $65.94 -11.5%
457 MWA MUELLER WTR PRODS INC Industrials 800.0 $22K 0.00% +98.0 +14.0% $27.49 -6.3%
458 OTLY OATLY GROUP AB Consumer Defensive 2,100.0 $21K 0.00% +749.0 +55.4% $10.14 -1.7%
459 WRB BERKLEY W R CORP Financial Services 319.0 $21K 0.00% +19.0 +6.3% $66.28 +1.5%
460 WTRG ESSENTIAL UTILS INC Utilities 521.0 $21K 0.00% +7.0 +1.4% $40.27 -7.7%
Page 23 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%