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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 10 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AXON AXON ENTERPRISE INC Industrials 5,035.0 $2.1M 0.08% +2K +79.8% $424.69 -9.3%
182 CCJ CAMECO CORP Energy 18,741.0 $2.1M 0.08% +2K +14.6% $113.98 -5.1%
183 LKQ LKQ CORP Consumer Cyclical 72,362.0 $2.1M 0.08% +12K +20.1% $29.37 -7.2%
184 GS GOLDMAN SACHS GROUP INC Financial Services 2,511.0 $2.1M 0.08% -3K -55.3% $845.99 +17.6%
185 WDC WESTERN DIGITAL CORP Technology 7,784.0 $2.1M 0.08% -2K -22.8% $270.49 +79.0%
186 TME TENCENT MUSIC ENTMT GROUP Communication Services 226,689.0 $2.1M 0.08% +175K +341.1% $9.28 -1.0%
187 DASH DOORDASH INC Communication Services 13,885.0 $2.1M 0.08% +10K +261.0% $150.15 +2.6%
188 AEM AGNICO EAGLE MINES LTD Basic Materials 9,202.0 $2.1M 0.08% +1K +12.2% $225.89 -20.1%
189 PBR PUT PETROLEO BRASILEIRO S A Energy 100,000.0 $2.1M 0.08% -500K -83.3% $20.75 -6.5%
190 DKNG DRAFTKINGS INC NEW COM Consumer Cyclical 95,868.0 $2.1M 0.08% +67K +237.6% $21.62 +10.1%
191 FERG FERGUSON ENTERPRISES INC Industrials 118.0 $2.1M 0.08% $17420.00 -98.7%
192 FISV FISERV INC Technology 36,780.0 $2.1M 0.08% +2K +5.6% $55.80 -0.3%
193 SYK STRYKER CORPORATION Healthcare 6,240.0 $2.1M 0.08% +5K +348.3% $328.59 -4.7%
194 TDG TRANSDIGM GROUP INC Industrials 1,768.0 $2.0M 0.08% +1K +151.5% $1158.96 +5.8%
195 APOS APOLLO GLOBAL MGMT INC Financial Services 18,061.0 $2.0M 0.07% +3K +18.2% $111.42 -76.5%
196 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,059.0 $2.0M 0.07% +2K +107.5% $491.53 -8.8%
197 AXP AMERICAN EXPRESS CO Financial Services 6,570.0 $2.0M 0.07% +2K +58.7% $302.48 +2.7%
198 VALE VALE S A Basic Materials 123,191.0 $2.0M 0.07% -340K -73.4% $15.91 +3.7%
199 KO COCA COLA CO Consumer Defensive 25,702.0 $2.0M 0.07% -9K -25.8% $76.05 +5.8%
200 BLOCK INC 32,442.0 $2.0M 0.07% +22K +199.7% $60.18
Page 10 of 64  ·  1,279 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%