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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 16 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 QLYS QUALYS INC Technology 21,656.0 $3K $0.14 +136644.9%
302 USB US BANCORP Financial Services 49,280.0 $3K -10K -16.6% $0.06 +107186.7%
303 GWW WW GRAINGER INC Industrials 2,130.0 $3K -1K -39.3% $1.36 +96519.8%
304 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 29,322.0 $3K +3K +13.0% $0.10 +73949.3%
305 HUM HUMANA INC Healthcare 7,110.0 $3K -1K -12.8% $0.40 +96078.9%
306 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 22,844.0 $3K +2K +7.5% $0.12 +126776.8%
307 SNPS SYNOPSYS INC Technology 6,273.0 $3K -737.0 -10.5% $0.45 +90567.0%
308 VRT VERTIV HOLDINGS CO Industrials 8,210.0 $3K -5K -37.4% $0.33 +81295.2%
309 MTB M & T BK CORP Financial Services 11,471.0 $3K +6K +114.3% $0.24 +105576.1%
310 PSX PHILLIPS 66 Energy 16,082.0 $3K +7K +73.3% $0.17 +143916.4%
311 UPS UNITED PARCEL SVCS INC Industrials 25,135.0 $3K -679.0 -2.6% $0.11 +94719.0%
312 LHX L3HARRIS TECHNOLOGIES INC Industrials 9,225.0 $3K -2K -14.0% $0.29 +96122.3%
313 INDA ISHARES TR 54,256.0 $3K +9K +19.8% $0.05 +100055.6%
314 XEL XCEL ENERGY INC Utilities 33,297.0 $3K -6K -16.2% $0.08 +98483.5%
315 FTV FORTIVE CORP Technology 43,735.0 $3K -650.0 -1.5% $0.06 +97207.1%
316 ROK ROCKWELL AUTOMATION INC Industrials 5,374.0 $3K -863.0 -13.8% $0.50 +87481.5%
317 MSI MOTOROLA SOLUTIONS INC Technology 6,406.0 $3K -305.0 -4.5% $0.42 +112968.3%
318 RWO SPDR INDEX SHS FDS 53,317.0 $3K +2K +4.4% $0.05 +100679.2%
319 XP XP INC Financial Services 160,000.0 $3K $0.02 +97302.0%
320 WMB WILLIAMS COS INC Energy 34,418.0 $3K -5K -12.3% $0.07 +100987.7%
Page 16 of 41  ·  816 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%