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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 37 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MUX MCEWEN INC. Basic Materials 2,170.0 $40K 0.00% NEW $18.43 +34.8%
722 PONY AI INC 2,741.0 $40K 0.00% NEW $14.59
723 AEM AGNICO EAGLE MINES LTD Basic Materials 230.0 $39K 0.00% NEW $169.57 +6.3%
724 DUOL DUOLINGO INC Technology 225.0 $39K 0.00% NEW $173.33 -37.0%
725 EQX EQUINOX GOLD CORP Basic Materials 2,803.0 $39K 0.00% NEW $13.91 +3.3%
726 EWC ISHARES INC 737.0 $39K 0.00% NEW $52.92 +8.5%
727 HDV ISHARES TR 320.0 $39K 0.00% NEW $121.88 -77.6%
728 LI LI AUTO INC Consumer Cyclical 2,311.0 $39K 0.00% NEW $16.88 +14.2%
729 SA SEABRIDGE GOLD INC Basic Materials 1,310.0 $39K 0.00% NEW $29.77 +6.0%
730 AIR AAR CORP Industrials 460.0 $38K 0.00% NEW $82.61 +26.6%
731 GROY GOLD ROYALTY CORP Basic Materials 9,311.0 $38K 0.00% NEW $4.08 -12.8%
732 KBH KB HOME Consumer Cyclical 669.0 $38K 0.00% NEW $56.80 -17.4%
733 TDY TELEDYNE TECHNOLOGIES INC Technology 74.0 $38K 0.00% NEW $513.51 +24.4%
734 VHT VANGUARD WORLD FD 131.0 $38K 0.00% NEW $290.08 -6.7%
735 FXI ISHARES TR 971.0 $37K 0.00% NEW $38.11 -5.0%
736 VDE VANGUARD WORLD FD 292.0 $37K 0.00% NEW $126.71 +32.9%
737 BDC BELDEN INC Technology 300.0 $35K 0.00% NEW $116.67 -9.1%
738 CPB THE CAMPBELLS COMPANY Consumer Defensive 1,240.0 $35K 0.00% NEW $28.23 -28.7%
739 FLR FLUOR CORP NEW Industrials 880.0 $35K 0.00% NEW $39.77 +14.4%
740 HEAL GLOBAL X FDS 1,169.0 $34K 0.00% NEW $29.08 -16.9%
Page 37 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%