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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 22 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HBM HUDBAY MINERALS INC Basic Materials 52,094.0 $1K +15K +42.2% $0.02 +116337.9%
422 RDDT REDDIT INC Communication Services 6,949.0 $1K +990.0 +16.6% $0.17 +87315.7%
423 RSG REPUBLIC SVCS INC Industrials 5,467.0 $1K -808.0 -12.9% $0.21 +103627.5%
424 ON ON SEMICONDUCTOR CORP Technology 12,250.0 $1K -11K -46.4% $0.09 +80910.8%
425 YUMC YUM CHINA HLDGS INC Consumer Cyclical 28,142.0 $1K $0.04 +116334.5%
426 JBL JABIL INC Technology 2,962.0 $1K +712.0 +31.6% $0.39 +83616.7%
427 AJG GALLAGHER ARTHUR J & CO Financial Services 4,952.0 $1K +2K +88.5% $0.23 +112027.7%
428 PYPL PAYPAL HLDGS INC Financial Services 26,275.0 $1K -13K -33.7% $0.04 +141692.4%
429 MDB MONGODB INC Technology 3,338.0 $1K -2K -39.4% $0.34 +131076.6%
430 EWL ISHARES INC 17,292.0 $1K +7K +75.5% $0.06 +102348.7%
431 SMIN ISHARES TR 15,343.0 $1K $0.07 +101634.8%
432 LPLA LPL FINL HLDGS INC Financial Services 3,739.0 $1K -1K -22.5% $0.28 +127455.6%
433 ULTA ULTA BEAUTY INC Consumer Cyclical 2,305.0 $1K +944.0 +69.4% $0.45 +117002.4%
434 SNOW SNOWFLAKE INC Technology 4,037.0 $1K -3K -42.7% $0.25 +127532.8%
435 ISOENERGY LTD 101,478.0 $1K $0.01
436 BLRX BIOLINE RX LIMITED Healthcare 1.0 $1K $1000.00 -99.7%
437 HYDR GLOBAL X FDS 13.0 $1K $76.92 -43.0%
438 PINS PINTEREST INC Communication Services 17.0 $1K -19K -99.9% $58.82 -60.2%
439 RDNT RADNET INC Healthcare 17.0 $1K $58.82 +28.4%
440 RKT ROCKET COS INC Financial Services 1.0 $1K -25K -100.0% $1000.00 -98.5%
Page 22 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%