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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 31 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 NDSN NORDSON CORP Industrials 931.0 $281.0 NEW $0.30 +101009.6%
602 ENCORE ENERGY CORP 213,804.0 $279.0 $0.00
603 FE FIRSTENERGY CORP Utilities 5,799.0 $276.0 -3K -34.2% $0.05 +100353.0%
604 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,028.0 $275.0 NEW $0.09 +95111.4%
605 NVMI NOVA LTD Technology 514.0 $272.0 +70.0 +15.8% $0.53 +73753.5%
606 LEN LENNAR CORP Consumer Cyclical 2,998.0 $271.0 +326.0 +12.2% $0.09 +94220.8%
607 TNC TENNANT CO Industrials 3,091.0 $271.0 NEW $0.09 +76764.4%
608 QIAGEN NV 6,952.0 $270.0 NEW $0.04
609 PRDO PERDOCEO ED CORP Consumer Defensive 8,405.0 $269.0 -670.0 -7.4% $0.03 +101677.1%
610 TLT ISHARES TR 3,060.0 $264.0 -121.0 -3.8% $0.09 +94569.6%
611 KSA ISHARES TR 7,023.0 $262.0 -644.0 -8.4% $0.04 +101894.3%
612 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 995.0 $262.0 NEW $0.26 +139302.5%
613 OKLO OKLO INC Utilities 4,912.0 $257.0 -3K -37.5% $0.05 +79457.2%
614 IT GARTNER INC Technology 1,976.0 $256.0 -4K -69.0% $0.13 +144252.2%
615 TROW PRICE T ROWE GROUP INC Financial Services 2,252.0 $256.0 $0.11 +97450.5%
616 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 981.0 $256.0 -5K -84.0% $0.26 +127073.6%
617 LECO LINCOLN ELEC HLDGS INC Industrials 960.0 $255.0 +259.0 +37.0% $0.27 +105919.8%
618 NEO NEOGENOMICS INC Healthcare 17,257.0 $252.0 -572.0 -3.2% $0.01 +108441.1%
619 EEM ISHARES TR 3,656.0 $250.0 $0.07 +95601.7%
620 NTCT NETSCOUT SYS INC Technology 5,652.0 $246.0 NEW $0.04 +89229.2%
Page 31 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%