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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 22 of 64  ·  1,279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ROK ROCKWELL AUTOMATION INC Industrials 1,300.0 $467K 0.02% +419.0 +47.6% $358.88 +27.1%
422 GFL GFL ENVIRONMENTAL INC SUB VTG Industrials 8,440.0 $465K 0.02% +1K +21.1% $55.14 -36.8%
423 PL PLANET LABS PBC COM Industrials 16,649.0 $465K 0.02% -7K -28.6% $27.95 +80.6%
424 VFC V F CORP Consumer Cyclical 27,247.0 $463K 0.02% +11K +69.7% $16.99 +2.5%
425 ZM ZOOM COMMUNICATIONS INC Technology 5,753.0 $462K 0.02% -974.0 -14.5% $80.39 +24.5%
426 WCN WASTE CONNECTIONS INC Industrials 2,155.0 $462K 0.02% +199.0 +10.2% $214.51 -28.4%
427 ETSY INC 9,225.0 $461K 0.02% -4K -28.1% $49.98
428 KNSL KINSALE CAP GROUP INC Financial Services 1,347.0 $460K 0.02% +68.0 +5.3% $341.66 -10.4%
429 HPE HEWLETT PACKARD ENTERPRISE C Technology 19,023.0 $453K 0.02% -7K -27.4% $23.81 +56.2%
430 AXSM AXSOME THERAPEUTICS INC. Healthcare 2,644.0 $447K 0.02% -575.0 -17.9% $169.02 +38.8%
431 LVS LAS VEGAS SANDS CORP Consumer Cyclical 8,290.0 $447K 0.02% +7K +507.8% $53.88 -5.2%
432 KR KROGER CO Consumer Defensive 6,172.0 $447K 0.02% -923.0 -13.0% $72.36 -10.6%
433 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 64,986.0 $446K 0.02% +62K +1946.2% $6.87 +47.9%
434 NTR NUTRIEN LTD Basic Materials 5,912.0 $446K 0.02% +3K +84.4% $75.46 -8.9%
435 ABNB AIRBNB INC COM Consumer Cyclical 3,521.0 $445K 0.02% +2K +88.4% $126.28 +4.6%
436 GTLB GITLAB INC CLASS A Technology 20,431.0 $442K 0.02% -68K -77.0% $21.64 +22.6%
437 HII HUNTINGTON INGALLS INDS INC Industrials 1,161.0 $441K 0.02% -979.0 -45.8% $379.90 -16.4%
438 UAA UNDER ARMOUR INC Consumer Cyclical 74,371.0 $440K 0.02% -62K -45.4% $5.91 -2.2%
439 LEA LEAR CORP Consumer Cyclical 3,629.0 $439K 0.02% -3K -46.4% $121.08 +20.4%
440 ASTS AST SPACEMOBILE INC COM Technology 5,298.0 $439K 0.02% -25K -82.6% $82.87 +56.4%
Page 22 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%