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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 16 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ENPH ENPHASE ENERGY INC Energy 4,159.0 $205.0 -276.0 -6.2% $0.05 +76202.4%
302 IEI ISHARES TR 1,718.0 $202.0 -162.0 -8.6% $0.12 +99046.5%
303 SKYY FIRST TR EXCHANGE-TRADED FD 1,386.0 $186.0 -40.0 -2.8% $0.13 +120675.7%
304 INCY INCYTE CORP Healthcare 1,620.0 $184.0 -2K -59.6% $0.11 +108757.0%
305 EZA ISHARES INC 2,897.0 $183.0 -295.0 -9.2% $0.06 +106408.3%
306 WIT WIPRO LTD Technology 77,266.0 $174.0 -8K -9.2% $0.00 +84715.0%
307 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,890.0 $172.0 -4K -70.0% $0.09 +83950.1%
308 F FORD MTR CO Consumer Cyclical 12,000.0 $167.0 -19K -61.7% $0.01 +99744.3%
309 PLUG PLUG PWR INC Industrials 60,417.0 $164.0 -3K -4.2% $0.00 +79105.2%
310 NVT NVENT ELEC PLC Industrials 956.0 $162.0 -2K -69.1% $0.17 +97152.3%
311 JPIB J P MORGAN EXCHANGE TRADED F 3,244.0 $156.0 -210.0 -6.1% $0.05 +99320.3%
312 PPH VANECK ETF TRUST 1,416.0 $155.0 -491.0 -25.8% $0.11 +103277.1%
313 TROX TRONOX HOLDINGS PLC Basic Materials 24,641.0 $155.0 -5K -15.7% $0.01 +87733.2%
314 VKTX VIKING THERAPEUTICS INC Healthcare 3,831.0 $149.0 -50.0 -1.3% $0.04 +85033.3%
315 NVTS NAVITAS SEMICONDUCTOR CORP Technology 8,249.0 $148.0 -7K -47.3% $0.02 +72942.7%
316 FCEL FUELCELL ENERGY INC Industrials 4,041.0 $146.0 -2K -29.9% $0.04 +58047.8%
317 SHOP SHOPIFY INC Technology 1,239.0 $142.0 -275.0 -18.2% $0.11 +128159.4%
318 RKLB ROCKET LAB CORP Industrials 1,376.0 $140.0 -10K -88.0% $0.10 +78449.9%
319 KWEB KRANESHARES TRUST 5,588.0 $137.0 -569.0 -9.2% $0.02 +109029.2%
320 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 3,627.0 $123.0 -2K -29.3% $0.03 +109270.3%
Page 16 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%