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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 32 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TAN INVESCO EXCH TRADED FD TR II 4,000.0 $223K 0.01% $55.75 +12.3%
622 IEI ISHARES TR 1,880.0 $223K 0.01% +872.0 +86.5% $118.62 -1.4%
623 MAN MANPOWERGROUP INC WIS Industrials 7,586.0 $223K 0.01% $29.40 -11.7%
624 Z ZILLOW GROUP INC Communication Services 5,273.0 $219K 0.01% NEW $41.53 -9.3%
625 EZA ISHARES INC 3,192.0 $216K 0.01% -95.0 -2.9% $67.67 +0.2%
626 AG FIRST MAJESTIC SILVER CORP Basic Materials 9,974.0 $214K 0.01% -12K -54.5% $21.46 -8.0%
627 MTZ MASTEC INC Industrials 659.0 $212K 0.01% NEW $321.70 +29.0%
628 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 5,340.0 $210K 0.01% NEW $39.33 -7.9%
629 EEM ISHARES TR 3,656.0 $208K 0.01% $56.89 +14.2%
630 CGNX COGNEX CORP Technology 4,230.0 $207K 0.01% NEW $48.94 +26.5%
631 SCHG SCHWAB STRATEGIC TR 7,117.0 $207K 0.01% $29.09 +17.6%
632 VOO VANGUARD INDEX FDS 343.0 $205K 0.01% $597.67 +13.6%
633 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 2,767.0 $204K 0.01% NEW $73.73 +4.5%
634 TROW PRICE T ROWE GROUP INC Financial Services 2,252.0 $203K 0.01% NEW $90.14 +13.2%
635 AZZ AZZ INC Industrials 1,609.0 $201K 0.01% NEW $124.92 +11.9%
636 PAAS PAN AMERN SILVER CORP Basic Materials 3,692.0 $201K 0.01% -831.0 -18.4% $54.44 +3.6%
637 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 2,803.0 $198K 0.01% +2K +127.3% $70.64 -26.3%
638 REZI RESIDEO TECHNOLOGIES INC Industrials 5,883.0 $198K 0.01% NEW $33.66 -15.8%
639 PPH VANECK ETF TRUST 1,907.0 $198K 0.01% +115.0 +6.4% $103.83 -2.6%
640 BIDU BAIDU INC Communication Services 1,740.0 $194K 0.01% -8K -82.6% $111.49 +21.4%
Page 32 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%