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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 28 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EWZ ISHARES INC 9,748.0 $374K 0.01% -291.0 -2.9% $38.37 -6.4%
542 IBDV ISHARES TR 17,106.0 $374K 0.01% +3K +22.6% $21.86 -1.0%
543 FSLY FASTLY INC Technology 12,812.0 $372K 0.01% NEW $29.04 -42.4%
544 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 195.0 $367K 0.01% NEW $1882.05 +3.2%
545 HALO HALOZYME THERAPEUTICS INC Healthcare 5,677.0 $367K 0.01% NEW $64.65 +4.3%
546 NRG NRG ENERGY INC Utilities 2,511.0 $367K 0.01% +2K +1802.3% $146.16 -14.1%
547 NVT NVENT ELECTRIC PLC Industrials 3,092.0 $366K 0.01% +39.0 +1.3% $118.37 +35.8%
548 YETI YETI HLDGS INC Consumer Cyclical 9,928.0 $363K 0.01% $36.56 +16.1%
549 F FORD MTR CO Consumer Cyclical 31,299.0 $361K 0.01% -70K -69.0% $11.53 +13.0%
550 TDG TRANSDIGM GROUP INC Industrials 311.0 $360K 0.01% NEW $1157.56 +2.1%
551 WCC WESCO INTL INC Industrials 1,313.0 $359K 0.01% +528.0 +67.3% $273.42 +27.2%
552 RKT ROCKET COS INC Financial Services 25,119.0 $358K 0.01% +20K +435.0% $14.25 -8.5%
553 DAL DELTA AIR LINES INC DEL Industrials 5,249.0 $349K 0.01% +202.0 +4.0% $66.49 +5.6%
554 EMB ISHARES TR 3,710.0 $348K 0.01% NEW $93.80 +0.5%
555 CDW CDW CORP Technology 2,871.0 $347K 0.01% NEW $120.86 -13.7%
556 DGX QUEST DIAGNOSTICS INC Healthcare 1,762.0 $346K 0.01% -5K -74.8% $196.37 -3.3%
557 BNTX BIONTECH SE Healthcare 3,858.0 $343K 0.01% +4K +1361.4% $88.91 -1.3%
558 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 3,744.0 $342K 0.01% $91.35 -21.0%
559 PINS PINTEREST INC Communication Services 18,657.0 $342K 0.01% +19K +10000.0% $18.33 +8.7%
560 IBDW ISHARES TR 16,164.0 $338K 0.01% +9K +125.8% $20.91 -1.2%
Page 28 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%