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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 15 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PSX PHILLIPS 66 Energy 9,279.0 $1.7M 0.06% -1K -11.9% $182.13 -2.2%
282 BDX BECTON DICKINSON & CO Healthcare 10,740.0 $1.7M 0.06% +10K +1275.2% $157.17 -9.2%
283 SMURFIT WESTROCK PLC 42,154.0 $1.7M 0.06% +18K +73.0% $39.88
284 GIS GENERAL MLS INC Consumer Defensive 44,974.0 $1.7M 0.06% -20K -30.6% $37.20 -11.0%
285 AXON AXON ENTERPRISE INC Industrials 3,926.0 $1.7M 0.06% -426.0 -9.8% $424.86 -7.9%
286 FSLR FIRST SOLAR INC Energy 8,428.0 $1.7M 0.06% -4K -34.8% $197.44 +15.1%
287 VEEV VEEVA SYS INC Healthcare 9,472.0 $1.7M 0.06% -2K -18.3% $175.68 -6.3%
288 IWD ISHARES TR 7,783.0 $1.7M 0.06% NEW $213.67 +8.1%
289 NUE NUCOR CORP Basic Materials 9,839.0 $1.7M 0.06% +4K +75.8% $169.02 +30.5%
290 UGP ULTRAPAR PARTICIPACOES SA Energy 300,000.0 $1.7M 0.06% $5.51 +3.0%
291 DOX AMDOCS LTD Technology 25,295.0 $1.7M 0.06% -805.0 -3.1% $65.27 -4.4%
292 TWN TAIWAN FD INC Financial Services 25,000.0 $1.6M 0.06% $65.76 +33.2%
293 KHC KRAFT HEINZ CO Consumer Defensive 72,834.0 $1.6M 0.06% -81K -52.7% $22.49 +2.5%
294 VRSN VERISIGN INC Technology 6,557.0 $1.6M 0.06% -5K -45.1% $248.44 +21.8%
295 HUBB HUBBELL INC Industrials 3,278.0 $1.6M 0.06% -391.0 -10.7% $490.54 -5.4%
296 VRSK VERISK ANALYTICS INC Industrials 8,442.0 $1.6M 0.06% -1K -11.0% $189.77 -9.2%
297 CHD CHURCH & DWIGHT CO INC Consumer Defensive 17,030.0 $1.6M 0.06% -9K -34.0% $93.31 +2.5%
298 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1,260.0 $1.6M 0.06% -837.0 -39.9% $1261.11 -15.0%
299 FCX FREEPORT-MCMORAN INC Basic Materials 26,952.0 $1.6M 0.06% +20K +317.5% $58.77 +0.8%
300 EEMA ISHARES INC 16,450.0 $1.6M 0.06% $95.74 +14.6%
Page 15 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%