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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 24 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CRWV COREWEAVE INC Technology 7,816.0 $606K 0.02% -4K -35.5% $77.53 +38.8%
462 HBAN HUNTINGTON BANCSHARES INC Financial Services 38,666.0 $606K 0.02% +4K +13.1% $15.67 +1.1%
463 RBLX ROBLOX CORP Technology 10,683.0 $605K 0.02% +10K +2611.4% $56.63 -19.1%
464 JBL JABIL INC Technology 2,250.0 $598K 0.02% -3K -57.4% $265.78 +34.1%
465 DHI D R HORTON INC Consumer Cyclical 4,325.0 $594K 0.02% NEW $137.34 +5.0%
466 QLD PROSHARES TR 9,600.0 $586K 0.02% $61.04 +51.4%
467 LITHIUM ARGENTINA AG 87,481.0 $584K 0.02% +10K +12.9% $6.68
468 EWL ISHARES INC 9,853.0 $578K 0.02% -205.0 -2.0% $58.66 +7.1%
469 RF REGIONS FINANCIAL CORP NEW Financial Services 22,121.0 $578K 0.02% -8K -27.6% $26.13 +5.4%
470 COIN COINBASE GLOBAL INC Financial Services 3,299.0 $576K 0.02% +417.0 +14.5% $174.60 +10.9%
471 VALE VALE S A Basic Materials 36,199.0 $576K 0.02% NEW $15.91 +2.8%
472 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,075.0 $571K 0.02% +2K +695.0% $275.18 -7.7%
473 ICICI BANK LIMITED 22,048.0 $571K 0.02% -2K -7.7% $25.90
474 AJG GALLAGHER ARTHUR J & CO Financial Services 2,627.0 $569K 0.02% NEW $216.60 -4.2%
475 ALMONTY INDS INC 39,100.0 $567K 0.02% $14.50
476 CSGP COSTAR GROUP INC Real Estate 14,027.0 $566K 0.02% +7K +101.3% $40.35 -15.9%
477 STE STERIS PLC Healthcare 2,559.0 $566K 0.02% NEW $221.18 -2.4%
478 HSY HERSHEY CO Consumer Defensive 2,715.0 $564K 0.02% +91.0 +3.5% $207.73 -8.3%
479 MP MP MATERIALS CORP Basic Materials 11,583.0 $559K 0.02% +7K +135.1% $48.26 +27.9%
480 TEAM ATLASSIAN CORPORATION Technology 8,143.0 $555K 0.02% -972.0 -10.7% $68.16 +26.5%
Page 24 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%