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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 30 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ITRI ITRON INC Technology 1,894.0 $176K 0.01% NEW $92.93 -13.0%
582 PATH UIPATH INC Technology 10,410.0 $171K 0.01% NEW $16.43 -35.2%
583 INSTALLED BLDG PRODS INC 660.0 $171K 0.01% NEW $259.09
584 TLN TALEN ENERGY CORP Utilities 450.0 $169K 0.01% NEW $375.56 -13.7%
585 ELPC COMPANHIA PARANAENSE DE ENER Utilities 17,079.0 $162K 0.01% NEW $9.49 +26.0%
586 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 5,133.0 $160K 0.01% NEW $31.17 +9.2%
587 ESTC ELASTIC N V Technology 2,052.0 $155K 0.01% NEW $75.54 -28.6%
588 ENPH ENPHASE ENERGY INC Energy 4,788.0 $153K 0.01% NEW $31.95 +55.5%
589 TBIL RBB FD INC 3,061.0 $153K 0.01% NEW $49.98 -0.0%
590 BDX BECTON DICKINSON & CO Healthcare 781.0 $152K 0.01% NEW $194.62 -24.5%
591 IBDW ISHARES TR 7,160.0 $151K 0.01% NEW $21.09 -2.0%
592 NNE NANO NUCLEAR ENERGY INC Industrials 6,248.0 $150K 0.01% NEW $24.01 +0.6%
593 AER AERCAP HOLDINGS NV Industrials 1,016.0 $146K 0.01% NEW $143.70 -5.3%
594 IEMG ISHARES INC 2,101.0 $141K 0.01% NEW $67.11 +17.0%
595 APD AIR PRODS & CHEMS INC Basic Materials 566.0 $140K 0.01% NEW $247.35 +18.0%
596 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,824.0 $140K 0.01% NEW $76.75 +15.4%
597 EQT EQT CORP Energy 2,595.0 $139K 0.01% NEW $53.56 +7.3%
598 VKTX VIKING THERAPEUTICS INC Healthcare 3,881.0 $136K 0.01% NEW $35.04 -18.1%
599 AMER SPORTS INC 3,574.0 $133K 0.01% NEW $37.21
600 SHV ISHARES TR 1,196.0 $132K 0.01% NEW $110.37 -0.1%
Page 30 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%