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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 25 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 VMI VALMONT INDS INC Industrials 1,386.0 $554K 0.02% +711.0 +105.3% $399.71 +24.6%
482 EIX EDISON INTL Utilities 7,496.0 $549K 0.02% -27K -78.3% $73.24 -4.4%
483 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8,164.0 $548K 0.02% NEW $67.12 +25.4%
484 PTC PTC INC Technology 3,851.0 $548K 0.02% -499.0 -11.5% $142.30 +2.4%
485 CHTR CHARTER COMMUNICATIONS INC N Communication Services 2,535.0 $547K 0.02% -1K -32.2% $215.78 -34.9%
486 DLX DELUXE CORP Communication Services 19,795.0 $545K 0.02% $27.53 -15.3%
487 IGM ISHARES TR 4,589.0 $544K 0.02% $118.54 +28.6%
488 IOT SAMSARA INC Technology 17,112.0 $543K 0.02% +15K +586.7% $31.73 -3.5%
489 HOLOGIC INC 7,152.0 $540K 0.02% +275.0 +4.0% $75.50
490 RACE FERRARI N V Consumer Cyclical 1,615.0 $539K 0.02% -85.0 -5.0% $333.75 -0.4%
491 LII LENNOX INTL INC Industrials 1,159.0 $538K 0.02% -2K -63.6% $464.19 +4.8%
492 GTX GARRETT MOTION INC Consumer Cyclical 29,252.0 $532K 0.02% $18.19 +65.4%
493 CIG CIA ENERGETICA DE MINAS GERA Utilities 222,296.0 $531K 0.02% $2.39 -6.9%
494 FIS FIDELITY NATL INFORMATION SV Technology 11,243.0 $527K 0.02% -17K -60.0% $46.87 -8.1%
495 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 34,643.0 $522K 0.02% +6K +19.5% $15.07 -14.6%
496 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,445.0 $519K 0.02% NEW $359.17 -13.6%
497 CNC CENTENE CORP DEL Healthcare 15,792.0 $517K 0.02% +606.0 +4.0% $32.74 +80.2%
498 VTHR VANGUARD SCOTTSDALE FDS 1,794.0 $516K 0.02% $287.63 +11.9%
499 ENTG ENTEGRIS INC Technology 4,288.0 $503K 0.02% NEW $117.30 +6.7%
500 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 8,141.0 $499K 0.02% -24K -74.4% $61.29 -16.4%
Page 25 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%