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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 20 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DLTR DOLLAR TREE INC Consumer Defensive 9,107.0 $997K 0.04% -5K -37.5% $109.48 -17.2%
382 APOS APOLLO GLOBAL MGMT INC Financial Services 8,936.0 $995K 0.04% -1K -13.2% $111.35 -76.7%
383 UROY URANIUM RTY CORP Energy 272,026.0 $994K 0.04% +24K +9.7% $3.65 -6.4%
384 HPQ HP INC Technology 51,416.0 $987K 0.04% -52K -50.1% $19.20 +9.2%
385 SYF SYNCHRONY FINANCIAL Financial Services 14,346.0 $975K 0.04% -32K -68.7% $67.96 +2.1%
386 BAX BAXTER INTL INC Healthcare 57,701.0 $969K 0.04% NEW $16.79 +11.8%
387 FLUTTER ENTMT PLC 9,502.0 $969K 0.04% $101.98
388 AEP AMERICAN ELEC PWR CO INC Utilities 7,385.0 $969K 0.04% +1K +19.1% $131.21 -1.8%
389 POWL POWELL INDS INC Industrials 1,774.0 $960K 0.04% $541.15 -51.7%
390 GRMN GARMIN LTD Technology 4,103.0 $953K 0.04% +2K +150.5% $232.27 -2.3%
391 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 25,532.0 $952K 0.04% $37.29 +11.2%
392 DOW DOW INC Basic Materials 22,793.0 $950K 0.04% +876.0 +4.0% $41.68 -9.5%
393 AMP AMERIPRISE FINL INC Financial Services 2,103.0 $934K 0.04% +2K +251.7% $444.13 +3.0%
394 PPG PPG INDS INC Basic Materials 8,740.0 $934K 0.04% +236.0 +2.8% $106.86 -4.8%
395 GH GUARDANT HEALTH INC Healthcare 9,952.0 $919K 0.04% -338.0 -3.3% $92.34 +6.3%
396 SMIN ISHARES TR 15,343.0 $912K 0.03% -15K -48.9% $59.44 +11.1%
397 BE BLOOM ENERGY CORP Industrials 6,736.0 $912K 0.03% +3K +87.0% $135.39 +108.5%
398 CNP CENTERPOINT ENERGY INC Utilities 20,992.0 $906K 0.03% +805.0 +4.0% $43.16 -1.5%
399 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 16,000.0 $904K 0.03% $56.50 -11.2%
400 DDOG DATADOG INC Technology 7,633.0 $901K 0.03% -815.0 -9.7% $118.04 +82.3%
Page 20 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%