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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 34 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CDE COEUR MNG INC Basic Materials 8,790.0 $165K 0.01% +6K +200.0% $18.77 -6.8%
662 JPIB J P MORGAN EXCHANGE TRADED F 3,454.0 $165K 0.01% +1K +53.9% $47.77 -0.2%
663 INSTALLED BLDG PRODS INC 615.0 $163K 0.01% -45.0 -6.8% $265.04
664 TBIL RBB FD INC 3,241.0 $162K 0.01% +180.0 +5.9% $49.98 -0.1%
665 CRITICAL METALS CORP 20,300.0 $161K 0.01% NEW $7.93
666 URA GLOBAL X FDS 3,251.0 $157K 0.01% NEW $48.29 +0.8%
667 LITE LUMENTUM HLDGS INC Technology 224.0 $157K 0.01% -98.0 -30.4% $700.89 +38.5%
668 DBX DROPBOX INC Technology 6,818.0 $155K 0.01% $22.73 +18.0%
669 SKYY FIRST TR EXCHANGE TRADED FD 1,426.0 $155K 0.01% +818.0 +134.5% $108.70 +18.9%
670 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 5,133.0 $155K 0.01% $30.20 +13.6%
671 ATO ATMOS ENERGY CORP Utilities 832.0 $154K 0.01% NEW $185.10 -3.6%
672 CRS CARPENTER TECHNOLOGY CORP Industrials 391.0 $154K 0.01% $393.86 +3.8%
673 RGLD ROYAL GOLD INC Basic Materials 590.0 $150K 0.01% +105.0 +21.6% $254.24 -10.2%
674 IEMG ISHARES INC 2,101.0 $146K 0.01% $69.49 +14.3%
675 SANDISK CORP 230.0 $146K 0.01% NEW $634.78
676 HRL HORMEL FOODS CORP Consumer Defensive 6,428.0 $145K 0.01% +4K +139.4% $22.56 -12.5%
677 EXPAND ENERGY CORPORATION 1,313.0 $144K 0.01% +533.0 +68.3% $109.67
678 BLOCK INC 2,374.0 $143K 0.01% +778.0 +48.8% $60.24
679 PLUG PLUG POWER INC Industrials 63,044.0 $142K 0.01% +8K +14.9% $2.25 +67.8%
680 PATH UIPATH INC Technology 12,767.0 $142K 0.01% +2K +22.6% $11.12 -7.7%
Page 34 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%