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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 32 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FSLY FASTLY INC Technology 13,102.0 $241.0 +290.0 +2.3% $0.02 +146837.6%
622 UPWK UPWORK INC Industrials 28,557.0 $239.0 NEW $0.01 +100446.9%
623 TAN INVESCO EXCH TRADED FD TR II 4,000.0 $237.0 $0.06 +84372.6%
624 LH LABCORP HOLDINGS INC Healthcare 829.0 $232.0 +439.0 +112.6% $0.28 +116885.5%
625 FALN ISHARES TR 8,412.0 $229.0 -410.0 -4.7% $0.03 +98970.6%
626 RPD RAPID7 INC Technology 28,037.0 $227.0 NEW $0.01 +154659.3%
627 GUARDIAN METAL RES PLC 16,200.0 $227.0 NEW $0.01
628 SCHG SCHWAB STRATEGIC TR 6,676.0 $226.0 -441.0 -6.2% $0.03 +104219.9%
629 SNDK SANDISK CORP Technology 99.0 $225.0 -131.0 -57.0% $2.27 +72368.0%
630 IEMG ISHARES INC 2,658.0 $221.0 +557.0 +26.5% $0.08 +95822.5%
631 EXPD EXPEDITORS INTL WASH INC Industrials 1,339.0 $218.0 +641.0 +91.8% $0.16 +115029.4%
632 IE IVANHOE ELECTRIC INC Technology 22,700.0 $218.0 $0.01 +104080.5%
633 GCT GIGACLOUD TECHNOLOGY INC Technology 6,909.0 $218.0 -9K -56.8% $0.03 +160819.5%
634 TLN TALEN ENERGY CORP Utilities 555.0 $213.0 -269.0 -32.6% $0.38 +92053.5%
635 MTRN MATERION CORP Basic Materials 712.0 $212.0 -136.0 -16.0% $0.30 +89212.3%
636 TRMB TRIMBLE INC Technology 4,131.0 $211.0 +1K +52.4% $0.05 +111985.2%
637 PAAS PAN AMERN SILVER CORP Basic Materials 4,656.0 $209.0 +964.0 +26.1% $0.04 +103624.1%
638 SGOV ISHARES TR 2,044.0 $206.0 +185.0 +9.9% $0.10 +99698.8%
639 ENPH ENPHASE ENERGY INC Energy 4,159.0 $205.0 -276.0 -6.2% $0.05 +76377.5%
640 IEI ISHARES TR 1,718.0 $202.0 -162.0 -8.6% $0.12 +99038.0%
Page 32 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%