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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 36 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 GL GLOBE LIFE INC Financial Services 348.0 $49K 0.00% NEW $140.80 +9.7%
702 IAG IAMGOLD CORP Basic Materials 2,986.0 $49K 0.00% NEW $16.41 +12.6%
703 DIA SPDR DOW JONES INDL AVERAGE Financial Services 103.0 $49K 0.00% NEW $475.73 +4.1%
704 XLP SELECT SECTOR SPDR TR 629.0 $49K 0.00% NEW $77.90 +8.7%
705 AMPY AMPLIFY ENERGY CORP NEW Energy 10,053.0 $46K 0.00% NEW $4.58 +14.3%
706 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 457.0 $46K 0.00% NEW $100.66 +21.4%
707 VCR VANGUARD WORLD FD 116.0 $46K 0.00% NEW $396.55 -3.0%
708 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 74.0 $45K 0.00% NEW $608.11 +8.4%
709 VNM VANECK ETF TRUST 2,359.0 $45K 0.00% NEW $19.08 +0.6%
710 IPAY AMPLIFY ETF TR 845.0 $44K 0.00% NEW $52.07 -14.1%
711 ARIS ARIS MNG CORP Basic Materials 2,696.0 $44K 0.00% NEW $16.32 +11.4%
712 ASM AVINO SILVER & GOLD MINES LT Basic Materials 7,156.0 $44K 0.00% NEW $6.15 +16.1%
713 SBS COMPANHIA DE SANEAMENTO BASI Utilities 1,856.0 $44K 0.00% NEW $23.71 -75.0%
714 PBE INVESCO EXCHANGE TRADED FD T 530.0 $44K 0.00% NEW $83.02 -2.5%
715 MWA MUELLER WTR PRODS INC Industrials 1,841.0 $44K 0.00% NEW $23.90 +8.2%
716 NLR VANECK ETF TRUST 350.0 $43K 0.00% NEW $122.86 +5.6%
717 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 415.0 $42K 0.00% NEW $101.20 -31.3%
718 DRD DRDGOLD LIMITED Basic Materials 1,366.0 $42K 0.00% NEW $30.75 -6.1%
719 FCEL FUELCELL ENERGY INC Industrials 5,767.0 $42K 0.00% NEW $7.28 +196.6%
720 FMC FMC CORP Basic Materials 2,980.0 $41K 0.00% NEW $13.76 -1.4%
Page 36 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%