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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 21 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AEP AMERICAN ELEC PWR CO INC Utilities 6,201.0 $715K 0.03% NEW $115.30 +11.8%
402 ICICI BANK LIMITED 23,886.0 $712K 0.03% NEW $29.81
403 JBHT HUNT J B TRANS SVCS INC Industrials 3,605.0 $701K 0.03% NEW $194.45 +34.5%
404 WDAY WORKDAY INC Technology 3,265.0 $701K 0.03% NEW $214.70 -40.0%
405 OC OWENS CORNING NEW Industrials 6,233.0 $698K 0.03% NEW $111.98 +0.2%
406 DKS DICKS SPORTING GOODS INC Consumer Cyclical 3,503.0 $693K 0.03% NEW $197.83 +9.4%
407 QBTS D-WAVE QUANTUM INC Technology 26,349.0 $689K 0.03% NEW $26.15 -27.1%
408 SO SOUTHERN CO Utilities 7,870.0 $686K 0.02% NEW $87.17 +7.5%
409 OMC OMNICOM GROUP INC Communication Services 8,450.0 $682K 0.02% NEW $80.71 -9.4%
410 SGML SIGMA LITHIUM CORPORATION Basic Materials 51,654.0 $681K 0.02% NEW $13.18 +12.0%
411 CFG CITIZENS FINL GROUP INC Financial Services 11,653.0 $680K 0.02% NEW $58.35 +5.1%
412 GDDY GODADDY INC Technology 5,453.0 $676K 0.02% NEW $123.97 -26.3%
413 QLD PROSHARES TR 9,600.0 $676K 0.02% NEW $70.42 +26.6%
414 HUBS HUBSPOT INC Technology 1,673.0 $671K 0.02% NEW $401.08 -48.0%
415 SJM SMUCKER J M CO Consumer Defensive 6,745.0 $659K 0.02% NEW $97.70 +6.1%
416 RGTI RIGETTI COMPUTING INC Technology 29,682.0 $657K 0.02% NEW $22.13 -24.9%
417 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,154.0 $655K 0.02% NEW $207.67 -42.1%
418 CYBERARK SOFTWARE LTD 1,465.0 $653K 0.02% NEW $445.73
419 COIN COINBASE GLOBAL INC Financial Services 2,882.0 $652K 0.02% NEW $226.23 -16.3%
420 FITB FIFTH THIRD BANCORP Financial Services 13,899.0 $650K 0.02% NEW $46.77 +2.5%
Page 21 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%