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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 15 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EWZ ISHARES INC 8,848.0 $305.0 -900.0 -9.2% $0.03 +98446.4%
282 IFLN INVESCO EXCH TRADED FD TR II 16,003.0 $293.0 -1K -6.5% $0.02 +99517.3%
283 BBH VANECK ETF TRUST 1,437.0 $292.0 -95.0 -6.2% $0.20 +109292.0%
284 PM PHILIP MORRIS INTL INC Consumer Defensive 1,592.0 $288.0 -10.0 -0.6% $0.18 +101898.6%
285 SPIB SPDR SERIES TRUST 8,549.0 $286.0 -600.0 -6.6% $0.03 +98811.3%
286 IYE ISHARES TR 5,000.0 $283.0 -5K -50.0% $0.06 +116967.1%
287 FE FIRSTENERGY CORP Utilities 5,799.0 $276.0 -3K -34.2% $0.05 +99533.5%
288 PRDO PERDOCEO ED CORP Consumer Defensive 8,405.0 $269.0 -670.0 -7.4% $0.03 +100010.1%
289 TLT ISHARES TR 3,060.0 $264.0 -121.0 -3.8% $0.09 +94192.0%
290 KSA ISHARES TR 7,023.0 $262.0 -644.0 -8.4% $0.04 +101813.9%
291 OKLO OKLO INC Utilities 4,912.0 $257.0 -3K -37.5% $0.05 +83767.1%
292 IT GARTNER INC Technology 1,976.0 $256.0 -4K -69.0% $0.13 +138212.3%
293 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 981.0 $256.0 -5K -84.0% $0.26 +124847.2%
294 NEO NEOGENOMICS INC Healthcare 17,257.0 $252.0 -572.0 -3.2% $0.01 +110563.9%
295 FALN ISHARES TR 8,412.0 $229.0 -410.0 -4.7% $0.03 +99135.9%
296 SCHG SCHWAB STRATEGIC TR 6,676.0 $226.0 -441.0 -6.2% $0.03 +104677.8%
297 SNDK SANDISK CORP Technology 99.0 $225.0 -131.0 -57.0% $2.27 +78521.4%
298 GCT GIGACLOUD TECHNOLOGY INC Technology 6,909.0 $218.0 -9K -56.8% $0.03 +159250.7%
299 TLN TALEN ENERGY CORP Utilities 555.0 $213.0 -269.0 -32.6% $0.38 +92900.3%
300 MTRN MATERION CORP Basic Materials 712.0 $212.0 -136.0 -16.0% $0.30 +96554.0%
Page 15 of 19  ·  366 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%