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Portfolio (Quarterly) Guide ↗

Leonteq Securities AG

· CIK 0001535950
13F Portfolio $3.3B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1432 New
Page 63 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 FIX COMFORT SYS USA INC Industrials 6.0 $6K NEW $933.33 +101.9%
1242 TXT TEXTRON INC Industrials 64.0 $6K NEW $87.17 +6.3%
1243 GTM ZOOMINFO TECHNOLOGIES INC Technology 540.0 $5K NEW $10.17 -65.6%
1244 HUBG HUB GROUP INC Industrials 127.0 $5K NEW $42.61 +0.4%
1245 BL BLACKLINE INC Technology 97.0 $5K NEW $55.29 -47.8%
1246 ELBM ELECTRA BATTERY MATERIALS CO Basic Materials 4,702.0 $5K NEW $1.11 -43.0%
1247 NVST ENVISTA HOLDINGS CORPORATION Healthcare 239.0 $5K NEW $21.71 +8.2%
1248 TPL TEXAS PACIFIC LAND CORPORATI Energy 18.0 $5K NEW $287.22 +39.3%
1249 ST SENSATA TECHNOLOGIES HLDG PL Technology 155.0 $5K NEW $33.29 +51.4%
1250 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 29.0 $5K NEW $177.45 -35.5%
1251 EFX EQUIFAX INC Industrials 23.0 $5K NEW $217.00 -25.0%
1252 IONS IONIS PHARMACEUTICALS INC Healthcare 63.0 $5K NEW $79.11 -3.8%
1253 RSKD RISKIFIED LTD Technology 1,000.0 $5K NEW $4.97 -4.2%
1254 HUYA HUYA INC Communication Services 1,715.0 $5K NEW $2.88 -12.8%
1255 PSA PUBLIC STORAGE OPER CO Real Estate 19.0 $5K NEW $259.47 +17.3%
1256 AMERICA MOVIL SAB DE CV 234.0 $5K NEW $20.67
1257 NWS NEWS CORP NEW Communication Services 162.0 $5K NEW $29.63 +1.1%
1258 NTRS NORTHERN TR CORP Financial Services 35.0 $5K NEW $136.60 +24.4%
1259 CFG CITIZENS FINL GROUP INC Financial Services 81.0 $5K NEW $58.41 +9.0%
1260 CHRD CHORD ENERGY CORPORATION Energy 51.0 $5K NEW $92.71 +48.7%
Page 63 of 72  ·  1,432 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 30.9%
Communication Services 18.0%
Consumer Cyclical 18.0%
Financial Services 9.9%
Healthcare 6.7%
Industrials 5.5%
Basic Materials 4.3%
Energy 2.4%
Consumer Defensive 2.3%
Utilities 1.5%