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Portfolio (Quarterly) Guide ↗

Banque Cantonale Vaudoise

· CIK 0001793755
13F Portfolio $2.7B AUM 960 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New 335 Added 284 Reduced 65 Exited
Page 14 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ENCORE ENERGY CORP 213,804.0 $386K 0.01% +13K +6.3% $1.81
262 PSTG PURE STORAGE INC Technology 6,420.0 $380K 0.01% +5K +453.4% $59.19 +47.6%
263 IBDV ISHARES TR 17,106.0 $374K 0.01% +3K +22.6% $21.86 -0.7%
264 NRG NRG ENERGY INC Utilities 2,511.0 $367K 0.01% +2K +1802.3% $146.16 -7.8%
265 NVT NVENT ELECTRIC PLC Industrials 3,092.0 $366K 0.01% +39.0 +1.3% $118.37 +47.0%
266 WCC WESCO INTL INC Industrials 1,313.0 $359K 0.01% +528.0 +67.3% $273.42 +36.1%
267 RKT ROCKET COS INC Financial Services 25,119.0 $358K 0.01% +20K +435.0% $14.25 +0.2%
268 DAL DELTA AIR LINES INC DEL Industrials 5,249.0 $349K 0.01% +202.0 +4.0% $66.49 +7.6%
269 BNTX BIONTECH SE Healthcare 3,858.0 $343K 0.01% +4K +1361.4% $88.91 +0.7%
270 PINS PINTEREST INC Communication Services 18,657.0 $342K 0.01% +19K +10000.0% $18.33 +3.8%
271 IBDW ISHARES TR 16,164.0 $338K 0.01% +9K +125.8% $20.91 -0.8%
272 EQT EQT CORP Energy 5,282.0 $336K 0.01% +3K +103.5% $63.61 -11.1%
273 IBDX ISHARES TR 12,884.0 $325K 0.01% +8K +162.2% $25.23 -0.7%
274 IFLN INVESCO EXCH TRADED FD TR II 17,125.0 $307K 0.01% +6K +56.2% $17.93 +1.4%
275 SPIB SPDR SERIES TRUST 9,149.0 $307K 0.01% +3K +55.4% $33.56 -0.8%
276 KSA ISHARES TR 7,667.0 $305K 0.01% +485.0 +6.8% $39.78 -3.7%
277 GFS GLOBALFOUNDRIES INC Technology 6,434.0 $286K 0.01% +5K +311.9% $44.45 +66.1%
278 TLT ISHARES TR 3,181.0 $276K 0.01% +88.0 +2.9% $86.77 -3.5%
279 ELPC COMPANHIA PARANAENSE DE ENER Utilities 22,930.0 $274K 0.01% +6K +34.3% $11.95 +0.4%
280 TECK TECK RESOURCES LTD Basic Materials 5,200.0 $269K 0.01% +1K +33.3% $51.73 +26.4%
Page 14 of 17  ·  335 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 30.2%
Financial Services 23.1%
Healthcare 12.9%
Industrials 7.9%
Communication Services 7.0%
Consumer Cyclical 6.5%
Consumer Defensive 3.8%
Energy 3.1%
Utilities 2.1%
Basic Materials 2.0%