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Portfolio (Quarterly) Guide ↗

Banque Cantonale Vaudoise

· CIK 0001793755
13F Portfolio $722M AUM 904 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 82 New 260 Added 366 Reduced 141 Exited
Page 13 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SSRM SSR MINING IN Basic Materials 3,405.0 $96.0 +359.0 +11.8% $0.03 +116166.6%
242 DIA STATE STR SPDR DOW JONES IND Financial Services 176.0 $92.0 +74.0 +72.5% $0.52 +102100.5%
243 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 131.0 $92.0 +57.0 +77.0% $0.70 +101765.3%
244 SVM SILVERCORP METALS INC Basic Materials 8,568.0 $87.0 +2K +33.8% $0.01 +117242.2%
245 FSM FORTUNA MNG CORP Basic Materials 10,123.0 $86.0 +4K +54.5% $0.01 +126555.2%
246 NI NISOURCE INC Utilities 1,581.0 $75.0 +759.0 +92.3% $0.05 +89205.4%
247 TRIPLE FLAG PRECIOUS METAL 2,281.0 $68.0 +1K +138.6% $0.03
248 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 508.0 $65.0 +51.0 +11.2% $0.13 +91574.5%
249 VDE VANGUARD WORLD FD 416.0 $62.0 +124.0 +42.5% $0.15 +118372.8%
250 VOX ROYALTY CORP 13,072.0 $62.0 +7K +115.1% $0.00
251 MCHI ISHARES TR 1,184.0 $61.0 +527.0 +80.2% $0.05 +106790.0%
252 OR OR ROYALTIES INC. Basic Materials 1,942.0 $61.0 +976.0 +101.0% $0.03 +106041.4%
253 JKS JINKOSOLAR HLDG CO LTD Energy 3,140.0 $53.0 +61.0 +2.0% $0.02 +98424.9%
254 EWC ISHARES INC 887.0 $52.0 +150.0 +20.4% $0.06 +105930.6%
255 XPEV XPENG INC Consumer Cyclical 3,874.0 $51.0 +76.0 +2.0% $0.01 +92648.1%
256 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 3,877.0 $47.0 +50.0 +1.3% $0.01 +88658.6%
257 HDV ISHARES TR 1,600.0 $44.0 +1K +400.0% $0.03 +106142.2%
258 XLU SELECT SECTOR SPDR TR 787.0 $36.0 +270.0 +52.2% $0.05 +96471.5%
259 IWF ISHARES TR 240.0 $30.0 +180.0 +300.0% $0.12 +99980.0%
260 WRD WERIDE INC Technology 3,495.0 $20.0 +68.0 +2.0% $0.01 +106060.6%
Page 13 of 13  ·  260 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 26.2%
Healthcare 22.3%
Communication Services 17.3%
Industrials 11.6%
Financial Services 6.4%
Consumer Defensive 5.8%
Energy 3.1%
Consumer Cyclical 2.6%
Utilities 2.0%
Real Estate 1.5%