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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 14 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 QUBT QUANTUM COMPUTING INC Technology 5,798.0 $40K 0.00% -520.0 -8.2% $6.90 +70.0%
262 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 196.0 $39K 0.00% -187.0 -48.8% $198.98 +21.8%
263 NI NISOURCE INC Utilities 822.0 $38K 0.00% -14K -94.3% $46.23 +2.6%
264 NTNX NUTANIX INC Technology 1,000.0 $38K 0.00% -26K -96.2% $38.00 +19.8%
265 WIX WIX COM LTD Technology 409.0 $37K 0.00% -88.0 -17.7% $90.46 -41.7%
266 MCHI ISHARES TR 657.0 $36K 0.00% -1K -63.0% $54.79 +3.4%
267 ESTC ELASTIC N V Technology 673.0 $34K 0.00% -1K -67.2% $50.52 -1.5%
268 COOPER COS INC 434.0 $31K 0.00% -11K -96.1% $71.43
269 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 371.0 $30K 0.00% -44.0 -10.6% $80.86 -14.1%
270 DVN DEVON ENERGY CORP NEW Energy 593.0 $30K 0.00% -109.0 -15.5% $50.59 -6.6%
271 IAG IAMGOLD CORP Basic Materials 1,479.0 $28K 0.00% -2K -50.5% $18.93 -2.4%
272 PKG PACKAGING CORP AMER Consumer Cyclical 111.0 $24K 0.00% -14.0 -11.2% $216.22 +1.8%
273 PR PERMIAN RESOURCES CORP Energy 1,099.0 $23K 0.00% -610.0 -35.7% $20.93 -3.5%
274 NOV NOV INC Energy 1,055.0 $20K 0.00% -612.0 -36.7% $18.96 +8.7%
275 EOG EOG RES INC Energy 130.0 $19K 0.00% -73.0 -36.0% $146.15 -7.0%
276 WFRD WEATHERFORD INTL PLC Energy 204.0 $19K 0.00% -119.0 -36.8% $93.14 +17.2%
277 ACIU AC IMMUNE SA Healthcare 7,021.0 $19K 0.00% -871.0 -11.0% $2.71 +3.1%
278 IAUX I-80 GOLD CORP Basic Materials 11,869.0 $18K 0.00% -42K -78.0% $1.52 +3.5%
279 EQX EQUINOX GOLD CORP Basic Materials 1,140.0 $16K 0.00% -2K -59.3% $14.04 +2.4%
280 ASPN ASPEN AEROGELS INC Industrials 4,154.0 $14K 0.00% -2K -34.7% $3.37 +66.2%
Page 14 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%