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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 24 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 JD JD.COM INC Consumer Cyclical 35,729.0 $910.0 -853.0 -2.3% $0.03 +115135.8%
462 RY ROYAL BK CDA Financial Services 4,386.0 $908.0 -922.0 -17.4% $0.21 +100188.7%
463 ZM ZOOM COMMUNICATIONS INC Technology 10,471.0 $905.0 +1K +15.7% $0.09 +124244.6%
464 MTUM ISHARES TR 2,630.0 $902.0 -714.0 -21.4% $0.34 +89086.7%
465 PSTG EVERPURE INC 11,253.0 $887.0 +5K +75.3% $0.08
466 WBD WARNER BROS DISCOVERY INC Communication Services 33,153.0 $883.0 -5K -12.3% $0.03 +107018.4%
467 EIX EDISON INTL Utilities 11,807.0 $879.0 +4K +57.5% $0.07 +98546.9%
468 WDAY WORKDAY INC Technology 7,108.0 $870.0 +2K +35.2% $0.12 +162011.4%
469 HBAN HUNTINGTON BANCSHARES INC Financial Services 48,592.0 $862.0 +10K +25.7% $0.02 +96689.4%
470 MP MP MATERIALS CORP Basic Materials 14,794.0 $829.0 +3K +27.7% $0.06 +101048.8%
471 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,787.0 $821.0 -3K -62.1% $0.46 +115994.1%
472 ICICI BANK LIMITED 28,023.0 $813.0 +6K +27.1% $0.03
473 LII LENNOX INTL INC Industrials 1,415.0 $811.0 +256.0 +22.1% $0.57 +73064.7%
474 USRT ISHARES TR 12,057.0 $801.0 -69.0 -0.6% $0.07 +100901.8%
475 MTZ MASTEC INC Industrials 1,925.0 $801.0 +1K +192.1% $0.42 +65285.1%
476 VTR VENTAS INC Real Estate 8,854.0 $786.0 +1K +16.2% $0.09 +103365.6%
477 SCHH SCHWAB STRATEGIC TR 32,967.0 $781.0 -189.0 -0.6% $0.02 +101207.0%
478 FICO FAIR ISAAC CORP Technology 650.0 $776.0 -446.0 -40.7% $1.19 +97198.1%
479 BZ KANZHUN LIMITED Industrials 60,000.0 $772.0 $0.01 +124874.1%
480 PHM PULTE GROUP INC Consumer Cyclical 5,625.0 $772.0 -2K -21.1% $0.14 +95117.0%
Page 24 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%