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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TE T1 ENERGY INC Industrials 908.0 $4K NEW $4.39 +84.1%
102 EZPW EZCORP INC Financial Services 64.0 $2K NEW $25.38 +33.2%
103 MDLZ MONDELEZ INTL INC Consumer Defensive 28.0 $2K NEW $57.64 +7.1%
104 WOLF WOLFSPEED INC Technology 68.0 $1K NEW $16.32 +328.2%
105 SEG SEAPORT ENTMT GROUP INC Real Estate 44.0 $945.0 NEW $21.48 +11.7%
106 ITRI ITRON INC Technology $1.0 NEW
107 CNX CNX RES CORP Energy NEW
108 VRM VROOM INC Consumer Cyclical 6.0 NEW
Page 6 of 6  ·  108 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%