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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 15 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IE IVANHOE ELECTRIC INC Technology 22,700.0 $268K 0.01% +3K +13.5% $11.81 +16.9%
282 SNAP SNAP INC Communication Services 57,850.0 $267K 0.01% +54K +1602.0% $4.62 +16.1%
283 TLN TALEN ENERGY CORP Utilities 824.0 $263K 0.01% +374.0 +83.1% $319.17 +10.6%
284 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 116,000.0 $260K 0.01% +63K +119.7% $2.24 -16.6%
285 BX BLACKSTONE INC Financial Services 2,217.0 $255K 0.01% +2K +434.2% $115.02 +2.5%
286 IBDY ISHARES TR 9,330.0 $241K 0.01% +2K +22.2% $25.83 -0.9%
287 ERO ERO COPPER CORP Basic Materials 9,000.0 $239K 0.01% +2K +20.0% $26.56 +12.7%
288 FALN ISHARES TR 8,822.0 $236K 0.01% +4K +91.7% $26.75 +0.2%
289 IEI ISHARES TR 1,880.0 $223K 0.01% +872.0 +86.5% $118.62 -1.4%
290 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 2,803.0 $198K 0.01% +2K +127.3% $70.64 -22.4%
291 PPH VANECK ETF TRUST 1,907.0 $198K 0.01% +115.0 +6.4% $103.83 -2.9%
292 SGOV ISHARES TR 1,859.0 $187K 0.01% +597.0 +47.3% $100.59 -0.0%
293 CTRA COTERRA ENERGY INC Energy 5,162.0 $181K 0.01% +4K +415.2% $35.06 -7.1%
294 NNE NANO NUCLEAR ENERGY INC Industrials 8,806.0 $180K 0.01% +3K +40.9% $20.44 +34.7%
295 SHOP SHOPIFY INC Technology 1,514.0 $180K 0.01% +265.0 +21.2% $118.89 -18.1%
296 TRMB TRIMBLE INC Technology 2,711.0 $177K 0.01% +1K +108.1% $65.29 -14.6%
297 SLI STANDARD LITHIUM LTD Basic Materials 49,300.0 $176K 0.01% +22K +84.0% $3.57 +11.8%
298 CDE COEUR MNG INC Basic Materials 8,790.0 $165K 0.01% +6K +200.0% $18.77 -6.2%
299 JPIB J P MORGAN EXCHANGE TRADED F 3,454.0 $165K 0.01% +1K +53.9% $47.77 -0.2%
300 TBIL RBB FD INC 3,241.0 $162K 0.01% +180.0 +5.9% $49.98 -0.1%
Page 15 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%