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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 37 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 553.0 $95K 0.00% -12K -95.7% $171.79 +17.1%
722 XLC SELECT SECTOR SPDR TR 859.0 $95K 0.00% $110.59 +5.0%
723 KLARNA GROUP PLC 7,197.0 $94K 0.00% +5K +176.6% $13.06
724 IJR ISHARES TR 738.0 $92K 0.00% $124.66 +7.4%
725 MOD MODINE MFG CO Consumer Cyclical 416.0 $90K 0.00% $216.35 +35.0%
726 NTR NUTRIEN LTD Basic Materials 1,198.0 $90K 0.00% +164.0 +15.9% $75.13 -5.6%
727 XLI SELECT SECTOR SPDR TR 554.0 $90K 0.00% $162.45 +5.5%
728 SLVR SPROTT FDS TR 1,514.0 $90K 0.00% $59.45 +5.2%
729 AMERICAS GOLD AND SILVER COR 17,300.0 $90K 0.00% -28K -61.9% $5.20
730 SSRM SSR MINING IN Basic Materials 3,046.0 $89K 0.00% +3K +1297.2% $29.22 +17.2%
731 JNK SPDR SERIES TRUST 920.0 $88K 0.00% +108.0 +13.3% $95.65 +0.1%
732 WST WEST PHARMACEUTICAL SVSC INC Healthcare 353.0 $88K 0.00% NEW $249.29 +20.4%
733 LITHIUM AMERS CORP NEW 22,067.0 $87K 0.00% +453.0 +2.1% $3.94
734 LQD ISHARES TR 790.0 $86K 0.00% $108.86 -0.9%
735 IXJ ISHARES TR 898.0 $84K 0.00% $93.54 -1.7%
736 IHY VANECK ETF TRUST 3,825.0 $82K 0.00% +451.0 +13.4% $21.44 +1.3%
737 CRUS CIRRUS LOGIC INC Technology 551.0 $80K 0.00% $145.19 +12.2%
738 AIPO TIDAL TRUST II 3,202.0 $80K 0.00% NEW $24.98 +29.1%
739 JKS JINKOSOLAR HLDG CO LTD Energy 3,079.0 $78K 0.00% +839.0 +37.5% $25.33 -2.0%
740 GPC GENUINE PARTS CO Consumer Cyclical 732.0 $77K 0.00% NEW $105.19 -7.6%
Page 37 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%