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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 28 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MYRG MYR GROUP INC Industrials 893.0 $447.0 NEW $0.50 +64605.5%
542 URNM SPROTT FDS TR 8,403.0 $442.0 NEW $0.05 +102371.0%
543 IEV ISHARES TR 5,991.0 $437.0 +2K +56.5% $0.07 +102542.1%
544 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 11,000.0 $430.0 NEW $0.04 +105704.7%
545 NTRS NORTHERN TR CORP Financial Services 2,473.0 $430.0 -602.0 -19.6% $0.17 +109505.7%
546 TNET TRINET GROUP INC Industrials 8,595.0 $425.0 NEW $0.05 +141141.1%
547 HSY HERSHEY CO Consumer Defensive 2,405.0 $421.0 -310.0 -11.4% $0.18 +104697.4%
548 PLTK PLAYTIKA HLDG CORP Technology 112,534.0 $419.0 +48K +74.2% $0.00 +59792.8%
549 J JACOBS SOLUTIONS INC Industrials 3,306.0 $417.0 -537.0 -14.0% $0.13 +113160.2%
550 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 11,177.0 $407.0 NEW $0.04 +106534.6%
551 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,204.0 $398.0 -3K -68.5% $0.33 +99045.5%
552 SANA SANA BIOTECHNOLOGY INC Healthcare 114,000.0 $398.0 +23K +25.7% $0.00 +103874.9%
553 WLY WILEY JOHN & SONS INC Communication Services 8,207.0 $398.0 NEW $0.05 +105291.9%
554 FIS FIDELITY NATL INFORMATION SV Technology 10,116.0 $393.0 -1K -10.0% $0.04 +105307.2%
555 IHI ISHARES TR 7,957.0 $393.0 -215.0 -2.6% $0.05 +112148.4%
556 SO SOUTHERN CO Utilities 4,097.0 $392.0 -14K -77.6% $0.10 +96127.2%
557 GPN GLOBAL PMTS INC Industrials 5,348.0 $388.0 +486.0 +10.0% $0.07 +124461.5%
558 MTCH MATCH GROUP INC NEW Communication Services 10,187.0 $388.0 NEW $0.04 +101481.2%
559 KVUE KENVUE INC Consumer Defensive 20,230.0 $387.0 -41K -67.2% $0.02 +98174.9%
560 GFS GLOBALFOUNDRIES INC Technology 4,691.0 $387.0 -2K -27.1% $0.08 +60386.0%
Page 28 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%