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Portfolio (Quarterly) Guide ↗

Banque Cantonale Vaudoise

· CIK 0001793755
13F Portfolio $2.7B AUM 960 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New 335 Added 284 Reduced 65 Exited
Page 13 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHV ISHARES TR 1,143.0 $126K 0.01% -53.0 -4.4% $110.24 +0.0%
242 XLF SELECT SECTOR SPDR TR 2,533.0 $125K 0.01% -4K -58.5% $49.35 +3.6%
243 BLDP BALLARD PWR SYS INC NEW Industrials 50,217.0 $122K 0.01% -1K -2.3% $2.43 +70.0%
244 FANG DIAMONDBACK ENERGY INC Energy 592.0 $117K 0.00% -610.0 -50.8% $197.64 +1.3%
245 IEF ISHARES TR 1,199.0 $114K 0.00% -1K -54.7% $95.08 -1.7%
246 CLS CELESTICA INC Technology 368.0 $104K 0.00% -43.0 -10.5% $282.61 +26.9%
247 WEC WEC ENERGY GROUP INC Utilities 867.0 $100K 0.00% -3K -80.0% $115.34 -3.2%
248 CPNG COUPANG INC Consumer Cyclical 5,240.0 $99K 0.00% -157.0 -2.9% $18.89 -12.2%
249 XLY SELECT SECTOR SPDR TR 902.0 $98K 0.00% -5.0 -0.6% $108.65 +7.3%
250 ONTO ONTO INNOVATION INC Technology 471.0 $97K 0.00% -54.0 -10.3% $205.94 +34.6%
251 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 553.0 $95K 0.00% -12K -95.7% $171.79 +17.1%
252 AMERICAS GOLD AND SILVER COR 17,300.0 $90K 0.00% -28K -61.9% $5.20
253 MKC MCCORMICK & CO INC Consumer Defensive 1,330.0 $67K 0.00% -22K -94.2% $50.38 -7.7%
254 AVB AVALONBAY CMNTYS INC Real Estate 377.0 $62K 0.00% -3K -87.3% $164.46 +10.0%
255 DT DYNATRACE INC Technology 1,423.0 $53K 0.00% -183.0 -11.4% $37.25 -0.3%
256 CNH INDL N V 4,418.0 $49K 0.00% -212K -98.0% $11.09
257 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 834.0 $47K 0.00% -88.0 -9.5% $56.35 -8.0%
258 DIA SPDR DOW JONES INDL AVERAGE Financial Services 102.0 $47K 0.00% -1.0 -1.0% $460.78 +7.5%
259 FMC FMC CORP Basic Materials 2,688.0 $46K 0.00% -292.0 -9.8% $17.11 -20.8%
260 PCTY PAYLOCITY HLDG CORP Technology 371.0 $40K 0.00% -89.0 -19.4% $107.82 -3.6%
Page 13 of 15  ·  284 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 30.2%
Financial Services 23.1%
Healthcare 12.9%
Industrials 7.9%
Communication Services 7.0%
Consumer Cyclical 6.5%
Consumer Defensive 3.8%
Energy 3.1%
Utilities 2.1%
Basic Materials 2.0%