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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 35 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DTE DTE ENERGY CO Utilities 965.0 $141K 0.01% -5K -85.0% $146.11 -3.0%
682 EVEREST GROUP LTD 430.0 $141K 0.01% NEW $327.91
683 CVNA CARVANA CO Consumer Cyclical 441.0 $139K 0.01% +192.0 +77.1% $315.19 -78.8%
684 NVTS NAVITAS SEMICONDUCTOR CORP Technology 15,644.0 $137K 0.01% -35K -69.1% $8.76 +131.6%
685 ASTS AST SPACEMOBILE INC Technology 1,639.0 $136K 0.01% NEW $82.98 +7.0%
686 EXK ENDEAVOUR SILVER CORP Basic Materials 14,333.0 $134K 0.01% -21K -59.9% $9.35 +5.7%
687 HL HECLA MNG CO Basic Materials 7,211.0 $134K 0.01% +3K +56.2% $18.58 -3.5%
688 OUSTER INC 7,295.0 $134K 0.01% +3K +67.5% $18.37
689 EWW ISHARES INC 1,768.0 $133K 0.01% -31.0 -1.7% $75.23 +3.3%
690 NEO NEOGENOMICS INC Healthcare 17,829.0 $132K 0.01% -494.0 -2.7% $7.40 +15.6%
691 WWD WOODWARD INC Industrials 354.0 $127K 0.01% NEW $358.76 -2.2%
692 GETY GETTY IMAGES HOLDINGS INC Communication Services 158,738.0 $126K 0.01% $0.79 +17.1%
693 SHV ISHARES TR 1,143.0 $126K 0.01% -53.0 -4.4% $110.24 +0.0%
694 VKTX VIKING THERAPEUTICS INC Healthcare 3,881.0 $126K 0.01% $32.47 -9.5%
695 XLF SELECT SECTOR SPDR TR 2,533.0 $125K 0.01% -4K -58.5% $49.35 +3.7%
696 L LOEWS CORP Financial Services 1,161.0 $124K 0.01% NEW $106.80 -0.1%
697 MTRN MATERION CORP Basic Materials 848.0 $123K 0.01% $145.05 +39.8%
698 BLDP BALLARD PWR SYS INC NEW Industrials 50,217.0 $122K 0.01% -1K -2.3% $2.43 +67.1%
699 EWJ ISHARES INC 1,453.0 $122K 0.01% $83.96 +8.4%
700 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 551.0 $122K 0.01% NEW $221.42 +66.8%
Page 35 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%