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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 33 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 TTMI TTM TECHNOLOGIES INC Technology 1,032.0 $193.0 NEW $0.19 +65771.5%
642 WEC WEC ENERGY GROUP INC Utilities 1,656.0 $193.0 +789.0 +91.0% $0.12 +95467.5%
643 SITM SITIME CORP Technology 257.0 $192.0 NEW $0.75 +90758.9%
644 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,627.0 $191.0 +3K +502.5% $0.05 +123616.8%
645 SKYY FIRST TR EXCHANGE-TRADED FD 1,386.0 $186.0 -40.0 -2.8% $0.13 +120675.7%
646 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,216.0 $186.0 NEW $0.15 +80815.8%
647 INCY INCYTE CORP Healthcare 1,620.0 $184.0 -2K -59.6% $0.11 +108757.0%
648 EZA ISHARES INC 2,897.0 $183.0 -295.0 -9.2% $0.06 +106408.3%
649 RSP INVESCO EXCHANGE TRADED FD T 855.0 $182.0 NEW $0.21 +103582.8%
650 ITT ITT INC Industrials 902.0 $178.0 NEW $0.20 +109619.7%
651 ONTO ONTO INNOVATION INC Technology 471.0 $178.0 $0.38 +83149.3%
652 TBIL RBB FD INC 3,563.0 $178.0 +322.0 +9.9% $0.05 +99892.0%
653 WIT WIPRO LTD Technology 77,266.0 $174.0 -8K -9.2% $0.00 +84715.0%
654 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,890.0 $172.0 -4K -70.0% $0.09 +83950.1%
655 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 116,000.0 $172.0 $0.00 +94655.9%
656 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 9,846.0 $172.0 +7K +288.7% $0.02 +109408.1%
657 URA GLOBAL X FDS 3,887.0 $170.0 +636.0 +19.6% $0.04 +99613.0%
658 F FORD MTR CO Consumer Cyclical 12,000.0 $167.0 -19K -61.7% $0.01 +99744.3%
659 EWJ ISHARES INC 1,773.0 $166.0 +320.0 +22.0% $0.09 +101959.6%
660 PLUG PLUG PWR INC Industrials 60,417.0 $164.0 -3K -4.2% $0.00 +79105.2%
Page 33 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%