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Portfolio (Quarterly) Guide ↗

Banque Cantonale Vaudoise

· CIK 0001793755
13F Portfolio $2.8B AUM 924 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 823 New
Page 13 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 STT STATE STR CORP Financial Services 17,286.0 $2.2M 0.08% NEW $129.01 +18.1%
242 CLX CLOROX CO DEL Consumer Defensive 22,072.0 $2.2M 0.08% NEW $100.81 -7.9%
243 ITW ILLINOIS TOOL WKS INC Industrials 9,000.0 $2.2M 0.08% NEW $246.33 +0.7%
244 SAIC SCIENCE APPLICATIONS INTL CO Technology 21,975.0 $2.2M 0.08% NEW $100.66 -4.4%
245 CVS CVS HEALTH CORP Healthcare 27,874.0 $2.2M 0.08% NEW $79.32 +19.7%
246 ITUB ITAU UNIBANCO HLDG S A Financial Services 307,970.0 $2.2M 0.08% NEW $7.16 +8.2%
247 ORA ORMAT TECHNOLOGIES INC Utilities 19,917.0 $2.2M 0.08% NEW $110.46 +19.2%
248 STLD STEEL DYNAMICS INC Basic Materials 12,798.0 $2.2M 0.08% NEW $169.48 +32.1%
249 TEL TE CONNECTIVITY PLC Technology 9,530.0 $2.2M 0.08% NEW $227.60 -13.7%
250 CHD CHURCH & DWIGHT CO INC Consumer Defensive 25,784.0 $2.2M 0.08% NEW $83.85 +14.9%
251 BBY BEST BUY INC Consumer Cyclical 32,030.0 $2.1M 0.08% NEW $66.94 -11.6%
252 VRSK VERISK ANALYTICS INC Industrials 9,488.0 $2.1M 0.08% NEW $223.76 -23.3%
253 TEM TEMPUS AI INC Healthcare 35,843.0 $2.1M 0.08% NEW $59.06 -25.0%
254 OKE ONEOK INC NEW Energy 28,688.0 $2.1M 0.07% NEW $73.52 +29.0%
255 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 25,618.0 $2.1M 0.07% NEW $82.13 -52.0%
256 SMIN ISHARES TR 30,000.0 $2.1M 0.07% NEW $70.10 -6.9%
257 DOX AMDOCS LTD Technology 26,100.0 $2.1M 0.07% NEW $80.50 -22.8%
258 RDWR RADWARE LTD Technology 87,055.0 $2.1M 0.07% NEW $24.09 +16.4%
259 VRT VERTIV HOLDINGS CO Industrials 12,939.0 $2.1M 0.07% NEW $161.99 +102.5%
260 CSX CSX CORP Industrials 57,643.0 $2.1M 0.07% NEW $36.26 +28.2%
Page 13 of 42  ·  823 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 30.9%
Financial Services 25.5%
Healthcare 12.1%
Consumer Cyclical 7.8%
Industrials 6.9%
Communication Services 6.9%
Consumer Defensive 3.5%
Energy 2.1%
Utilities 1.6%
Basic Materials 1.5%