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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 26 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 AEM AGNICO EAGLE MINES LTD Basic Materials 2,449.0 $496K 0.02% +2K +964.8% $202.53 -12.7%
502 KEY KEYCORP Financial Services 24,690.0 $496K 0.02% +20K +378.9% $20.09 +3.5%
503 HOOD ROBINHOOD MKTS INC Financial Services 7,140.0 $495K 0.02% +2K +38.1% $69.33 +8.3%
504 XLV SELECT SECTOR SPDR TR 3,359.0 $493K 0.02% +117.0 +3.6% $146.77 -1.1%
505 NTES NETEASE INC Technology 4,398.0 $492K 0.02% -223.0 -4.8% $111.87 +1.6%
506 J JACOBS SOLUTIONS INC Industrials 3,843.0 $489K 0.02% +147.0 +4.0% $127.24 -11.5%
507 ENS ENERSYS Industrials 2,666.0 $463K 0.02% +1K +80.5% $173.67 +27.4%
508 AER AERCAP HOLDINGS NV Industrials 3,343.0 $458K 0.02% +2K +229.0% $137.00 +0.7%
509 CF CF INDS HLDGS INC Basic Materials 3,514.0 $456K 0.02% +3K +267.6% $129.77 -3.3%
510 SMMT SUMMIT THERAPEUTICS INC Healthcare 23,916.0 $453K 0.02% NEW $18.94 -16.4%
511 LEU CENTRUS ENERGY CORP Energy 2,599.0 $451K 0.02% +99.0 +4.0% $173.53 -2.9%
512 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 862.0 $451K 0.02% NEW $523.20 -0.6%
513 BALL BALL CORP Consumer Cyclical 7,581.0 $448K 0.02% $59.10 -7.4%
514 CW CURTISS WRIGHT CORP Industrials 658.0 $448K 0.02% -276.0 -29.6% $680.85 +2.8%
515 EL LAUDER ESTEE COS INC Consumer Defensive 6,239.0 $448K 0.02% +5K +394.8% $71.81 +7.6%
516 FE FIRSTENERGY CORP Utilities 8,819.0 $447K 0.02% +3K +49.5% $50.69 -12.3%
517 NUKZ EXCHANGE TRADED CONCEPTS TRU 6,711.0 $441K 0.02% -1K -15.0% $65.71 +1.9%
518 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,900.0 $439K 0.02% +72.0 +3.9% $231.05 -7.4%
519 EFX EQUIFAX INC Industrials 2,429.0 $437K 0.02% NEW $179.91 -9.9%
520 IHI ISHARES TR 8,172.0 $436K 0.02% $53.35 -6.7%
Page 26 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%