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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 38 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 MRNA MODERNA INC Healthcare 1,123.0 $33K 0.00% NEW $29.39 +70.3%
742 FN FABRINET Technology 72.0 $33K 0.00% NEW $458.33 +62.9%
743 CLH CLEAN HARBORS INC Industrials 138.0 $32K 0.00% NEW $231.88 +31.0%
744 CLSK CLEANSPARK INC Technology 3,177.0 $32K 0.00% NEW $10.07 +30.2%
745 RBLX ROBLOX CORP Technology 394.0 $32K 0.00% NEW $81.22 -46.2%
746 MTA METALLA RTY & STREAMING LTD Basic Materials 4,080.0 $31K 0.00% NEW $7.60 -2.1%
747 RBRK RUBRIK INC. Technology 410.0 $31K 0.00% NEW $75.61 -16.9%
748 TFX TELEFLEX INCORPORATED Healthcare 250.0 $31K 0.00% NEW $124.00 +5.1%
749 RIOT RIOT PLATFORMS INC Financial Services 2,331.0 $30K 0.00% NEW $12.87 +91.3%
750 AVAV AEROVIRONMENT INC Industrials 121.0 $29K 0.00% NEW $239.67 -34.1%
751 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 1,079.0 $29K 0.00% NEW $26.88 -26.1%
752 SOLARIS RES INC 3,600.0 $29K 0.00% NEW $8.06
753 HYLB DBX ETF TR 760.0 $28K 0.00% NEW $36.84 -1.5%
754 IWF ISHARES TR 60.0 $28K 0.00% NEW $466.67 -73.3%
755 XLE SELECT SECTOR SPDR TR 617.0 $28K 0.00% NEW $45.38 +31.0%
756 SNAP SNAP INC Communication Services 3,399.0 $27K 0.00% NEW $7.94 -32.5%
757 CTRA COTERRA ENERGY INC Energy 1,002.0 $26K 0.00% NEW $25.95 +25.5%
758 CVLT COMMVAULT SYS INC Technology 209.0 $26K 0.00% NEW $124.40 -18.0%
759 DVN DEVON ENERGY CORP NEW Energy 702.0 $26K 0.00% NEW $37.04 +27.5%
760 NOV NOV INC Energy 1,667.0 $26K 0.00% NEW $15.60 +32.1%
Page 38 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%