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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 5 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 YUM YUM BRANDS INC Consumer Cyclical 15,234.0 $2.4M 0.09% -19K -55.0% $155.44 -3.1%
82 ZS ZSCALER INC Technology 16,601.0 $2.3M 0.09% -104.0 -0.6% $140.29 +9.6%
83 CRH PLC 22,044.0 $2.3M 0.09% -2K -7.8% $105.11
84 MELI MERCADOLIBRE INC Consumer Cyclical 1,334.0 $2.3M 0.09% -48.0 -3.5% $1728.64 -7.0%
85 ASHR DBX ETF TR 70,514.0 $2.3M 0.09% -20K -22.3% $32.63 +8.7%
86 CMCSA COMCAST CORP NEW Communication Services 79,117.0 $2.3M 0.09% -15K -16.3% $28.70 -13.7%
87 HCA HCA HEALTHCARE INC Healthcare 4,795.0 $2.3M 0.09% -652.0 -12.0% $473.41 -8.6%
88 EWT ISHARES INC 31,587.0 $2.2M 0.08% -6K -16.3% $70.92 +28.7%
89 ROK ROCKWELL AUTOMATION INC Industrials 6,237.0 $2.2M 0.08% -773.0 -11.0% $358.83 +27.2%
90 RDWR RADWARE LTD Technology 83,916.0 $2.2M 0.08% -3K -3.6% $26.32 +3.9%
91 HAL HALLIBURTON CO Energy 56,218.0 $2.2M 0.08% -5K -7.6% $38.99 +5.9%
92 CHKP CHECK POINT SOFTWARE TECH LT Technology 15,139.0 $2.2M 0.08% -347.0 -2.2% $142.88 -13.2%
93 EME EMCOR GROUP INC Industrials 2,923.0 $2.2M 0.08% -7K -69.1% $738.28 +26.0%
94 INDA ISHARES TR 45,303.0 $2.1M 0.08% -248.0 -0.5% $46.51 +3.2%
95 NDAQ NASDAQ INC Financial Services 24,643.0 $2.1M 0.08% -2K -6.2% $84.85 +7.2%
96 GEN GEN DIGITAL INC Technology 110,471.0 $2.1M 0.08% -2K -1.9% $18.83 +23.1%
97 CBRE CBRE GROUP INC Real Estate 15,291.0 $2.1M 0.08% -7K -30.8% $135.44 -4.1%
98 CBOE CBOE GLOBAL MKTS INC Financial Services 7,293.0 $2.0M 0.08% -7K -49.5% $281.09 +29.1%
99 VICI VICI PPTYS INC Real Estate 73,637.0 $2.0M 0.08% -20K -21.3% $27.32 +2.0%
100 SAIC SCIENCE APPLICATIONS INTL CO Technology 21,198.0 $2.0M 0.08% -777.0 -3.5% $94.91 -2.4%
Page 5 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%