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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 17 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EWW ISHARES INC 1,604.0 $121.0 -164.0 -9.3% $0.08 +99202.2%
322 STE STERIS PLC Healthcare 511.0 $108.0 -2K -80.0% $0.21 +108605.8%
323 IEF ISHARES TR 1,106.0 $105.0 -93.0 -7.8% $0.09 +97691.5%
324 XLV SELECT SECTOR SPDR TR 654.0 $104.0 -3K -80.5% $0.16 +104948.8%
325 VCLT VANGUARD SCOTTSDALE FDS 1,341.0 $101.0 -113.0 -7.8% $0.08 +94526.8%
326 AG FIRST MAJESTIC SILVER CORP Basic Materials 5,309.0 $90.0 -5K -46.8% $0.02 +115341.3%
327 HRL HORMEL FOODS CORP Consumer Defensive 3,618.0 $90.0 -3K -43.7% $0.02 +96460.4%
328 EXK ENDEAVOUR SILVER CORP Basic Materials 10,823.0 $89.0 -4K -24.5% $0.01 +123209.2%
329 INSTALLED BLDG PRODS INC 387.0 $89.0 -228.0 -37.1% $0.23
330 JNK SPDR SERIES TRUST 910.0 $88.0 -10.0 -1.1% $0.10 +99017.6%
331 HL HECLA MINING COMPANY Basic Materials 5,573.0 $86.0 -2K -22.7% $0.02 +121858.0%
332 GFI GOLD FIELDS LTD Basic Materials 2,431.0 $82.0 -239.0 -8.9% $0.03 +122932.3%
333 IHY VANECK ETF TRUST 3,781.0 $82.0 -44.0 -1.1% $0.02 +99589.3%
334 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 258.0 $82.0 -2K -87.6% $0.32 +94853.4%
335 AIPO TIDAL TRUST II 2,429.0 $81.0 -773.0 -24.1% $0.03 +93341.5%
336 NOC NORTHROP GRUMMAN CORP Industrials 152.0 $77.0 -7.0 -4.4% $0.51 +112459.0%
337 ITRI ITRON INC Technology 870.0 $75.0 -4K -81.9% $0.09 +116607.6%
338 TRU TRANSUNION Industrials 980.0 $71.0 -11K -92.1% $0.07 +108528.2%
339 LITHIUM AMERS CORP NEW 18,535.0 $71.0 -4K -16.0% $0.00
340 SLVR SPROTT FDS TR 1,336.0 $67.0 -178.0 -11.8% $0.05 +118724.2%
Page 17 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%