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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 21 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ENTERGY CORP NEW 7,965.0 $895K 0.03% +8K +5355.5% $112.37
402 FERROVIAL SE 14,005.0 $894K 0.03% +1K +10.5% $63.83
403 LVS LAS VEGAS SANDS CORP Consumer Cyclical 16,506.0 $890K 0.03% +2K +13.9% $53.92 -6.9%
404 TRU TRANSUNION Industrials 12,381.0 $856K 0.03% -4K -24.5% $69.14 -0.8%
405 RY ROYAL BK CDA Financial Services 5,308.0 $855K 0.03% -543.0 -9.3% $161.08 +14.7%
406 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 9,415.0 $853K 0.03% +6K +187.1% $90.60 +1.4%
407 FLEX FLEX LTD Technology 12,852.0 $842K 0.03% NEW $65.52 +98.0%
408 WCN WASTE CONNECTIONS INC Industrials 5,174.0 $840K 0.03% -99.0 -1.9% $162.35 -2.1%
409 PHM PULTE GROUP INC Consumer Cyclical 7,130.0 $839K 0.03% +4K +163.4% $117.67 -5.0%
410 CRSP CRISPR THERAPEUTICS AG Healthcare 17,463.0 $831K 0.03% -227.0 -1.3% $47.59 +2.0%
411 CFG CITIZENS FINL GROUP INC Financial Services 13,597.0 $816K 0.03% +2K +16.7% $60.01 +2.2%
412 DD DUPONT DE NEMOURS INC Basic Materials 17,798.0 $815K 0.03% +9K +97.7% $45.79 +6.2%
413 AME AMETEK INC Industrials 3,750.0 $804K 0.03% +3K +924.6% $214.40 +3.2%
414 IONQ IONQ INC Technology 27,840.0 $803K 0.03% -437.0 -1.6% $28.84 +71.0%
415 MTUM ISHARES TR 3,344.0 $803K 0.03% NEW $240.13 +21.8%
416 BZ KANZHUN LIMITED Industrials 60,000.0 $803K 0.03% $13.38 +5.4%
417 RDDT REDDIT INC Communication Services 5,959.0 $802K 0.03% -830.0 -12.2% $134.59 +18.2%
418 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,808.0 $793K 0.03% +341.0 +13.8% $282.41 +20.6%
419 DKS DICKS SPORTING GOODS INC Consumer Cyclical 3,941.0 $781K 0.03% +438.0 +12.5% $198.17 +9.2%
420 APD AIR PRODS & CHEMS INC Basic Materials 2,687.0 $781K 0.03% +2K +374.7% $290.66 +0.4%
Page 21 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%