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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 4 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRL CHARLES RIV LABS INTL INC Healthcare 2,183.0 $495K 0.07% -73.0 -3.2% $226.75 +26.4%
62 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 4,747.0 $475K 0.07% -5K -49.6% $100.06 +5.5%
63 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,715.0 $453K 0.06% -5K -50.2% $96.08 +29.8%
64 DAL DELTA AIR LINES INC Industrials 4,622.0 $433K 0.06% -627.0 -11.9% $93.68 -6.5%
65 AER AERCAP HOLDINGS NV Industrials 2,945.0 $430K 0.06% -398.0 -11.9% $146.01 +3.0%
66 CIG CIA ENERGETICA DE MINAS GERA Utilities 195,000.0 $410K 0.06% -27K -12.3% $2.10 -8.7%
67 MO ALTRIA GROUP INC Consumer Defensive 4,742.0 $341K 0.05% -148.0 -3.0% $71.91 -11.1%
68 CF CF INDUSTRIES HOLD Basic Materials 3,054.0 $331K 0.05% -460.0 -13.1% $108.38 +8.7%
69 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,215.0 $308K 0.04% -428.0 -16.2% $139.05 -6.1%
70 CNI CANADIAN NATL RY CO Industrials 2,360.0 $282K 0.04% -227.0 -8.8% $119.49 +5.9%
71 LEU CENTRUS ENERGY CORP Energy 1,675.0 $281K 0.04% -924.0 -35.5% $167.76 +9.8%
72 BWXT BWX TECHNOLOGIES INC Industrials 1,346.0 $262K 0.04% -2K -62.3% $194.65 -11.9%
73 BUNGE GLOBAL SA 2,430.0 $260K 0.04% -806.0 -24.9% $107.00
74 COP CONOCOPHILLIPS Energy 2,430.0 $253K 0.04% -447.0 -15.5% $104.12 +22.5%
75 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,743.0 $248K 0.03% -792.0 -31.2% $142.28 +1.3%
76 CRS CARPENTER TECHNOLOGY CORP Industrials 387.0 $239K 0.03% -4.0 -1.0% $617.57 -12.2%
77 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,419.0 $234K 0.03% -15K -85.8% $96.73 +1.3%
78 APTIV PLC 3,700.0 $227K 0.03% -938.0 -20.2% $61.35
79 AYI ACUITY INC Industrials 553.0 $208K 0.03% -299.0 -35.1% $376.13 -4.2%
80 DOW DOW HLDGS INC Basic Materials 7,595.0 $207K 0.03% -15K -66.7% $27.25 +15.0%
Page 4 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%