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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 30 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TOST TOAST INC Technology 11,335.0 $300K 0.01% NEW $26.47 -12.9%
582 CIBR FIRST TR EXCHANGE TRADED FD 4,595.0 $288K 0.01% $62.68 +29.1%
583 BBH VANECK ETF TRUST 1,532.0 $288K 0.01% $187.99 -4.3%
584 GFS GLOBALFOUNDRIES INC Technology 6,434.0 $286K 0.01% +5K +311.9% $44.45 +59.8%
585 TROX TRONOX HOLDINGS PLC Basic Materials 29,219.0 $285K 0.01% -157.0 -0.5% $9.75 -18.1%
586 TLT ISHARES TR 3,181.0 $276K 0.01% +88.0 +2.9% $86.77 -3.7%
587 ELPC COMPANHIA PARANAENSE DE ENER Utilities 22,930.0 $274K 0.01% +6K +34.3% $11.95 -1.9%
588 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,316.0 $273K 0.01% NEW $82.33 -14.8%
589 TRP TC ENERGY CORP Energy 4,351.0 $272K 0.01% NEW $62.51 +9.2%
590 TECK TECK RESOURCES LTD Basic Materials 5,200.0 $269K 0.01% +1K +33.3% $51.73 +18.6%
591 IE IVANHOE ELECTRIC INC Technology 22,700.0 $268K 0.01% +3K +13.5% $11.81 +8.1%
592 ES EVERSOURCE ENERGY Utilities 3,856.0 $267K 0.01% NEW $69.24 -3.0%
593 SNAP SNAP INC Communication Services 57,850.0 $267K 0.01% +54K +1602.0% $4.62 +19.8%
594 CNI CANADIAN NATL RY CO Industrials 2,587.0 $265K 0.01% -398.0 -13.3% $102.44 +9.1%
595 PM PHILIP MORRIS INTL INC Consumer Defensive 1,602.0 $265K 0.01% -159.0 -9.0% $165.42 +14.6%
596 KYTX KYVERNA THERAPEUTICS INC Healthcare 30,532.0 $263K 0.01% NEW $8.61 +10.2%
597 TLN TALEN ENERGY CORP Utilities 824.0 $263K 0.01% +374.0 +83.1% $319.17 +4.7%
598 KFY KORN FERRY Industrials 4,151.0 $261K 0.01% $62.88 +1.5%
599 SANA SANA BIOTECHNOLOGY INC Healthcare 90,698.0 $261K 0.01% NEW $2.88 +6.7%
600 ENB ENBRIDGE INC Energy 4,807.0 $260K 0.01% -104.0 -2.1% $54.09 +2.3%
Page 30 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%