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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 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 GTX GARRETT MOTION INC Consumer Cyclical 29,252 $532K 0.02% SOLD
62 AEM AGNICO EAGLE MINES LTD Basic Materials 2,449 $496K 0.02% SOLD
63 KEY KEYCORP Financial Services 24,690 $496K 0.02% SOLD
64 BALL BALL CORP Consumer Cyclical 7,581 $448K 0.02% SOLD
65 NUKZ EXCHANGE TRADED CONCEPTS TRU 6,711 $441K 0.02% SOLD
66 BLBD BLUE BIRD CORP Consumer Cyclical 6,961 $395K 0.01% SOLD
67 IDCC INTERDIGITAL INC Technology 1,287 $389K 0.01% SOLD
68 SYM SYMBOTIC INC Industrials 7,044 $375K 0.01% SOLD
69 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 195 $367K 0.01% SOLD
70 YETI YETI HLDGS INC Consumer Cyclical 9,928 $363K 0.01% SOLD
71 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3,744 $342K 0.01% SOLD
72 BKE BUCKLE INC Consumer Cyclical 6,455 $325K 0.01% SOLD
73 ABNB AIRBNB INC Consumer Cyclical 2,531 $320K 0.01% SOLD
74 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 13,331 $316K 0.01% SOLD
75 DASH DOORDASH INC Communication Services 2,084 $313K 0.01% SOLD
76 FOXA FOX CORP Communication Services 5,287 $309K 0.01% SOLD
77 TOST TOAST INC Technology 11,335 $300K 0.01% SOLD
78 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,316 $273K 0.01% SOLD
79 TRP TC ENERGY CORP Energy 4,351 $272K 0.01% SOLD
80 SNAP SNAP INC Communication Services 57,850 $267K 0.01% SOLD
Page 4 of 8  ·  141 positions
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%