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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 33 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IJR ISHARES TR 738.0 $89K 0.00% NEW $120.60 +11.4%
642 MVIS MICROVISION INC DEL Technology 107,543.0 $89K 0.00% NEW $0.83 -32.7%
643 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 626.0 $89K 0.00% NEW $142.17 +11.4%
644 IOT SAMSARA INC Technology 2,492.0 $88K 0.00% NEW $35.31 -16.3%
645 LQD ISHARES TR 790.0 $87K 0.00% NEW $110.13 -2.3%
646 IXJ ISHARES TR 898.0 $87K 0.00% NEW $96.88 -4.6%
647 XLI SELECT SECTOR SPDR TR 554.0 $86K 0.00% NEW $155.23 +10.0%
648 EXPAND ENERGY CORPORATION 780.0 $86K 0.00% NEW $110.26
649 SLVR SPROTT FDS TR 1,514.0 $84K 0.00% NEW $55.48 +10.5%
650 ONTO ONTO INNOVATION INC Technology 525.0 $83K 0.00% NEW $158.10 +71.9%
651 SOFI SOFI TECHNOLOGIES INC Financial Services 3,182.0 $83K 0.00% NEW $26.08 -40.2%
652 SKYY FIRST TR EXCHANGE TRADED FD 608.0 $79K 0.00% NEW $129.93 -0.5%
653 IAUX I-80 GOLD CORP Basic Materials 53,886.0 $79K 0.00% NEW $1.47 +1.0%
654 JNK SPDR SERIES TRUST 812.0 $79K 0.00% NEW $97.29 -1.6%
655 PSTG PURE STORAGE INC Technology 1,160.0 $78K 0.00% NEW $67.24 +29.9%
656 AME AMETEK INC Industrials 366.0 $75K 0.00% NEW $204.92 +10.1%
657 KLARNA GROUP PLC 2,602.0 $75K 0.00% NEW $28.82
658 CF CF INDS HLDGS INC Basic Materials 956.0 $74K 0.00% NEW $77.41 +61.8%
659 STM STMICROELECTRONICS N V Technology 2,834.0 $74K 0.00% NEW $26.11 +135.2%
660 IHY VANECK ETF TRUST 3,374.0 $74K 0.00% NEW $21.93 -0.7%
Page 33 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%