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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 13 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VICI VICI PPTYS INC Real Estate 73,637.0 $2.0M 0.08% -20K -21.3% $27.32 +4.3%
242 IGV ISHARES TR 25,000.0 $2.0M 0.07% NEW $80.04 +14.9%
243 APP APPLOVIN CORP Technology 4,987.0 $2.0M 0.07% -442.0 -8.1% $398.03 +19.8%
244 NTRA NATERA INC Healthcare 9,921.0 $2.0M 0.07% +4K +62.5% $199.98 -3.7%
245 SID COMPANHIA SIDERURGICA NACION Basic Materials 1,600,000.0 $2.0M 0.07% +800K +100.0% $1.24 +0.8%
246 SCCO SOUTHERN COPPER CORP Basic Materials 11,525.0 $2.0M 0.07% -29K -71.5% $172.06 -0.1%
247 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 5,978.0 $2.0M 0.07% -5K -45.8% $330.88 -11.1%
248 UEC URANIUM ENERGY CORP Energy 145,891.0 $2.0M 0.07% +25K +20.3% $13.50 -2.2%
249 STT STATE STR CORP Financial Services 15,529.0 $2.0M 0.07% -2K -10.2% $126.60 +21.4%
250 HPE HEWLETT PACKARD ENTERPRISE C Technology 82,198.0 $2.0M 0.07% -152K -64.9% $23.81 +38.6%
251 GM GENERAL MTRS CO Consumer Cyclical 26,025.0 $1.9M 0.07% -8K -22.6% $74.51 -1.9%
252 QFIN QFIN HOLDINGS INC Financial Services 150,000.0 $1.9M 0.07% $12.91 -1.9%
253 HWM HOWMET AEROSPACE INC Industrials 8,317.0 $1.9M 0.07% -3K -26.6% $230.37 +11.6%
254 GLW CORNING INC Technology 13,995.0 $1.9M 0.07% +2K +12.6% $135.98 +31.3%
255 QLYS QUALYS INC Technology 21,630.0 $1.9M 0.07% -2K -7.1% $87.84 +11.5%
256 KMB KIMBERLY-CLARK CORP Consumer Defensive 19,646.0 $1.9M 0.07% -4K -17.3% $96.46 +0.1%
257 DXCM DEXCOM INC Healthcare 30,080.0 $1.9M 0.07% +23K +338.2% $62.77 +3.7%
258 FDX FEDEX CORP Industrials 5,230.0 $1.9M 0.07% -815.0 -13.5% $356.02 +3.8%
259 EBAY EBAY INC. Consumer Cyclical 20,366.0 $1.9M 0.07% -25K -55.2% $91.03 +25.7%
260 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 25,957.0 $1.8M 0.07% +26K +10000.0% $71.23 -13.6%
Page 13 of 44  ·  875 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%