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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 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SKEENA RES LTD NEW 2.0 $1K NEW $500.00
22 WAB WABTEC Industrials 1.0 $1K NEW $1000.00 -69.9%
23 FTAI AVIATION LTD 2,581.0 $699.0 NEW $0.27
24 FTDR FRONTDOOR INC Consumer Cyclical 5,917.0 $459.0 NEW $0.08 +107862.7%
25 MYRG MYR GROUP INC Industrials 893.0 $447.0 NEW $0.50 +67979.8%
26 URNM SPROTT FDS TR 8,403.0 $442.0 NEW $0.05 +105488.8%
27 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 11,000.0 $430.0 NEW $0.04 +107674.4%
28 TNET TRINET GROUP INC Industrials 8,595.0 $425.0 NEW $0.05 +135680.8%
29 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 11,177.0 $407.0 NEW $0.04 +104639.8%
30 WLY WILEY JOHN & SONS INC Communication Services 8,207.0 $398.0 NEW $0.05 +104652.7%
31 MTCH MATCH GROUP INC NEW Communication Services 10,187.0 $388.0 NEW $0.04 +97621.7%
32 XPO XPO INC Industrials 1,534.0 $315.0 NEW $0.21 +102648.8%
33 OTEX OPEN TEXT CORP Technology 14,060.0 $311.0 NEW $0.02 +108085.1%
34 YELP YELP INC Communication Services 12,600.0 $309.0 NEW $0.02 +93971.8%
35 INVA INNOVIVA INC Healthcare 13,424.0 $305.0 NEW $0.02 +92151.5%
36 IVES WEDBUSH SER TR 8,000.0 $305.0 NEW $0.04 +103795.1%
37 JBT MAREL CORPORATION 2,097.0 $304.0 NEW $0.14
38 LMND LEMONADE INC Financial Services 4,468.0 $291.0 NEW $0.07 +76593.0%
39 NDSN NORDSON CORP Industrials 931.0 $281.0 NEW $0.30 +102551.9%
40 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,028.0 $275.0 NEW $0.09 +103688.8%
Page 2 of 5  ·  82 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%