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Portfolio (Quarterly) Guide ↗

Banque Cantonale Vaudoise

· CIK 0001793755
13F Portfolio $2.8B AUM 924 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 823 New
Page 23 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VTHR VANGUARD SCOTTSDALE FDS 1,794.0 $539K 0.02% NEW $300.45 +7.2%
442 AMCOR PLC 64,632.0 $539K 0.02% NEW $8.34
443 AVB AVALONBAY CMNTYS INC Real Estate 2,964.0 $537K 0.02% NEW $181.17 +2.2%
444 TSEM TOWER SEMICONDUCTOR LTD Technology 4,521.0 $531K 0.02% NEW $117.45 +111.2%
445 TER TERADYNE INC Technology 2,694.0 $521K 0.02% NEW $193.39 +66.0%
446 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,828.0 $517K 0.02% NEW $282.82 -24.0%
447 CW CURTISS WRIGHT CORP Industrials 934.0 $515K 0.02% NEW $551.39 +28.8%
448 DOW DOW INC Basic Materials 21,917.0 $512K 0.02% NEW $23.36 +65.1%
449 HOLOGIC INC 6,877.0 $512K 0.02% NEW $74.45
450 GTX GARRETT MOTION INC Consumer Cyclical 29,252.0 $510K 0.02% NEW $17.43 +74.3%
451 IHI ISHARES TR 8,172.0 $507K 0.02% NEW $62.04 -19.0%
452 ROP ROPER TECHNOLOGIES INC Industrials 1,136.0 $506K 0.02% NEW $445.42 -25.7%
453 XLV SELECT SECTOR SPDR TR 3,242.0 $502K 0.02% NEW $154.84 -4.9%
454 NUKZ EXCHANGE TRADED CONCEPTS TRU 7,893.0 $501K 0.02% NEW $63.47 +5.8%
455 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,467.0 $501K 0.02% NEW $203.08 +67.7%
456 J JACOBS SOLUTIONS INC Industrials 3,696.0 $490K 0.02% NEW $132.58 -14.3%
457 ENCORE ENERGY CORP 201,104.0 $480K 0.02% NEW $2.39
458 HSY HERSHEY CO Consumer Defensive 2,624.0 $478K 0.02% NEW $182.16 +5.3%
459 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,590.0 $477K 0.02% NEW $184.17 +5.2%
460 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3,744.0 $471K 0.02% NEW $125.80 -42.7%
Page 23 of 42  ·  823 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 30.9%
Financial Services 25.5%
Healthcare 12.1%
Consumer Cyclical 7.8%
Industrials 6.9%
Communication Services 6.9%
Consumer Defensive 3.5%
Energy 2.1%
Utilities 1.6%
Basic Materials 1.5%