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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 41 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 RALLIANT CORP 154.0 $8K NEW $51.95
802 KGC KINROSS GOLD CORP Basic Materials 246.0 $7K NEW $28.46 +8.6%
803 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 29.0 $7K NEW $241.38 +6.9%
804 ATS CORPORATION 261.0 $7K NEW $26.82
805 FSM FORTUNA MNG CORP Basic Materials 595.0 $6K NEW $10.08 +2.4%
806 WPM WHEATON PRECIOUS METALS CORP Basic Materials 50.0 $6K NEW $120.00 +16.0%
807 SSRM SSR MINING IN Basic Materials 218.0 $5K NEW $22.94 +49.3%
808 GTLB GITLAB INC Technology 110.0 $4K NEW $36.36 -37.9%
809 IROBOT CORP 37,117.0 $4K NEW $0.11
810 EVH EVOLENT HEALTH INC Healthcare 778.0 $3K NEW $3.86 +6.3%
811 GDRX GOODRX HLDGS INC Healthcare 622.0 $2K NEW $3.22 -22.6%
812 HXL HEXCEL CORP NEW Industrials 22.0 $2K NEW $90.91 +1.7%
813 TDOC TELADOC HEALTH INC Healthcare 271.0 $2K NEW $7.38 -10.4%
814 CBT CABOT CORP Basic Materials 18.0 $1K NEW $55.56 +45.8%
815 RDNT RADNET INC Healthcare 17.0 $1K NEW $58.82 -9.2%
816 BYND BEYOND MEAT INC Consumer Defensive 506.0 NEW
817 BLRX BIOLINE RX LIMITED Healthcare 1.0 NEW
818 HYDR GLOBAL X FDS 13.0 NEW
819 PINS PINTEREST INC Communication Services 17.0 NEW
820 TXMD THERAPEUTICSMD INC Healthcare 7.0 NEW
Page 41 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%