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Portfolio (Quarterly) Guide ↗

Banque Cantonale Vaudoise

· CIK 0001793755
13F Portfolio $2.8B AUM 924 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 823 New
Page 35 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DOLE DOLE PLC Consumer Defensive 4,100.0 $61K 0.00% NEW $14.88 -4.1%
682 IDR IDAHO STRATEGIC RESOURCES Basic Materials 1,482.0 $60K 0.00% NEW $40.49 -14.9%
683 CLOU GLOBAL X FDS 2,603.0 $59K 0.00% NEW $22.67 -0.4%
684 JKS JINKOSOLAR HLDG CO LTD Energy 2,240.0 $58K 0.00% NEW $25.89 -12.7%
685 NG NOVAGOLD RES INC Basic Materials 6,173.0 $58K 0.00% NEW $9.40 -17.2%
686 CWEN CLEARWAY ENERGY INC Utilities 1,671.0 $56K 0.00% NEW $33.51 +8.4%
687 MOD MODINE MFG CO Consumer Cyclical 416.0 $56K 0.00% NEW $134.62 +80.6%
688 XPEV XPENG INC Consumer Cyclical 2,763.0 $56K 0.00% NEW $20.27 -26.4%
689 B BARRICK MNG CORP Basic Materials 1,270.0 $55K 0.00% NEW $43.31 -8.2%
690 DQ DAQO NEW ENERGY CORP Technology 1,876.0 $55K 0.00% NEW $29.32 -40.9%
691 PAVE GLOBAL X FDS 1,157.0 $55K 0.00% NEW $47.54 +13.8%
692 GFS GLOBALFOUNDRIES INC Technology 1,562.0 $55K 0.00% NEW $35.21 +91.6%
693 IREN IREN LIMITED Financial Services 1,434.0 $54K 0.00% NEW $37.66 +29.4%
694 ARTY ISHARES TR 1,100.0 $53K 0.00% NEW $48.18 +33.2%
695 CALM CAL MAINE FOODS INC Consumer Defensive 650.0 $52K 0.00% NEW $80.00 -1.1%
696 CDE COEUR MNG INC Basic Materials 2,930.0 $52K 0.00% NEW $17.75 -4.7%
697 WIX WIX COM LTD Technology 497.0 $52K 0.00% NEW $104.63 -49.2%
698 EXACT SCIENCES CORP 510.0 $52K 0.00% NEW $101.96
699 ACM AECOM Industrials 534.0 $51K 0.00% NEW $95.51 -25.5%
700 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 922.0 $51K 0.00% NEW $55.31 -8.3%
Page 35 of 42  ·  823 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 30.9%
Financial Services 25.5%
Healthcare 12.1%
Consumer Cyclical 7.8%
Industrials 6.9%
Communication Services 6.9%
Consumer Defensive 3.5%
Energy 2.1%
Utilities 1.6%
Basic Materials 1.5%