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Portfolio (Quarterly) Guide ↗

Banque Cantonale Vaudoise

· CIK 0001793755
13F Portfolio $722M AUM 904 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 82 New 260 Added 366 Reduced 141 Exited
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HIMS HIMS & HERS HEALTH INC Healthcare 3,400.0 $118.0 NEW $0.03 +82335.6%
62 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,096.0 $118.0 NEW $0.11 +104828.1%
63 TW TRADEWEB MKTS INC Financial Services 1,096.0 $109.0 NEW $0.10 +105648.9%
64 PETROLEO BRASILEIRO S A 7,091.0 $104.0 NEW $0.01
65 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 13,032.0 $85.0 NEW $0.01 +134052.9%
66 WPC WP CAREY INC Real Estate 1,138.0 $81.0 NEW $0.07 +100381.2%
67 FORM FORMFACTOR INC Technology 367.0 $59.0 NEW $0.16 +85840.2%
68 QTUM ETF SER SOLUTIONS 331.0 $55.0 NEW $0.17 +95119.7%
69 IYW ISHARES TR 208.0 $53.0 NEW $0.25 +99893.1%
70 PPA INVESCO EXCHANGE TRADED FD T 280.0 $49.0 NEW $0.17 +104574.3%
71 HSAI HESAI GROUP Consumer Cyclical 2,330.0 $42.0 NEW $0.02 +100145.5%
72 EUAD SPINNAKER ETF SERIES 985.0 $42.0 NEW $0.04 +112096.2%
73 MARA MARA HOLDINGS INC Financial Services 2,982.0 $41.0 NEW $0.01 +70595.2%
74 MRAM EVERSPIN TECHNOLOGIES INC Technology 1,634.0 $40.0 NEW $0.02 +80987.3%
75 REMX VANECK ETF TRUST 363.0 $32.0 NEW $0.09 +89436.2%
76 XME SPDR SERIES TRUST 301.0 $32.0 NEW $0.11 +110987.8%
77 OXY OCCIDENTAL PETE CORP Energy 643.0 $31.0 NEW $0.05 +122360.4%
78 RGTI RIGETTI COMPUTING INC Technology 1,172.0 $23.0 NEW $0.02 +95035.8%
79 EWA ISHARES INC 500.0 $14.0 NEW $0.03 +105435.7%
80 INTR INTER & CO INC Financial Services 2,072.0 $11.0 NEW $0.01 +99544.4%
Page 4 of 5  ·  82 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 26.2%
Healthcare 22.3%
Communication Services 17.3%
Industrials 11.6%
Financial Services 6.4%
Consumer Defensive 5.8%
Energy 3.1%
Consumer Cyclical 2.6%
Utilities 2.0%
Real Estate 1.5%