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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 36 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 UAL UNITED AIRLS HLDGS INC Industrials 767.0 $104.0 +40.0 +5.5% $0.14 +90066.8%
702 PETROLEO BRASILEIRO S A 7,091.0 $104.0 NEW $0.01
703 XLI SELECT SECTOR SPDR TR 554.0 $103.0 $0.19 +100114.8%
704 VCLT VANGUARD SCOTTSDALE FDS 1,341.0 $101.0 -113.0 -7.8% $0.08 +94526.8%
705 SSRM SSR MINING IN Basic Materials 3,405.0 $96.0 +359.0 +11.8% $0.03 +116166.6%
706 DIA STATE STR SPDR DOW JONES IND Financial Services 176.0 $92.0 +74.0 +72.5% $0.52 +102092.9%
707 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 131.0 $92.0 +57.0 +77.0% $0.70 +101759.6%
708 XLC SELECT SECTOR SPDR TR 859.0 $92.0 $0.11 +103372.2%
709 RMBS RAMBUS INC DEL Technology 689.0 $91.0 $0.13 +76076.1%
710 AG FIRST MAJESTIC SILVER CORP Basic Materials 5,309.0 $90.0 -5K -46.8% $0.02 +115341.3%
711 HRL HORMEL FOODS CORP Consumer Defensive 3,618.0 $90.0 -3K -43.7% $0.02 +96500.6%
712 EXK ENDEAVOUR SILVER CORP Basic Materials 10,823.0 $89.0 -4K -24.5% $0.01 +123209.2%
713 INSTALLED BLDG PRODS INC 387.0 $89.0 -228.0 -37.1% $0.23
714 IXJ ISHARES TR 898.0 $88.0 $0.10 +104272.1%
715 JNK SPDR SERIES TRUST 910.0 $88.0 -10.0 -1.1% $0.10 +99017.6%
716 SVM SILVERCORP METALS INC Basic Materials 8,568.0 $87.0 +2K +33.8% $0.01 +117291.5%
717 FSM FORTUNA MNG CORP Basic Materials 10,123.0 $86.0 +4K +54.5% $0.01 +126672.9%
718 HL HECLA MINING COMPANY Basic Materials 5,573.0 $86.0 -2K -22.7% $0.02 +121858.0%
719 LQD ISHARES TR 790.0 $86.0 $0.11 +96996.5%
720 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 13,032.0 $85.0 NEW $0.01 +134052.9%
Page 36 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%