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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 37 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ARTY ISHARES TR 1,100.0 $84.0 $0.08 +101610.7%
722 GFI GOLD FIELDS LTD Basic Materials 2,431.0 $82.0 -239.0 -8.9% $0.03 +122932.3%
723 IHY VANECK ETF TRUST 3,781.0 $82.0 -44.0 -1.1% $0.02 +99589.3%
724 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 258.0 $82.0 -2K -87.6% $0.32 +94853.4%
725 AIPO TIDAL TRUST II 2,429.0 $81.0 -773.0 -24.1% $0.03 +93341.5%
726 WPC WP CAREY INC Real Estate 1,138.0 $81.0 NEW $0.07 +100381.2%
727 NOC NORTHROP GRUMMAN CORP Industrials 152.0 $77.0 -7.0 -4.4% $0.51 +112459.0%
728 ITRI ITRON INC Technology 870.0 $75.0 -4K -81.9% $0.09 +116607.6%
729 NI NISOURCE INC Utilities 1,581.0 $75.0 +759.0 +92.3% $0.05 +89216.0%
730 NTR NUTRIEN LTD Basic Materials 1,198.0 $75.0 $0.06 +108981.9%
731 TRU TRANSUNION Industrials 980.0 $71.0 -11K -92.1% $0.07 +108528.2%
732 LITHIUM AMERS CORP NEW 18,535.0 $71.0 -4K -16.0% $0.00
733 REGCO REGENCY CTRS CORP Real Estate 883.0 $70.0 $0.08 +27500.1%
734 SMTC SEMTECH CORP Technology 431.0 $70.0 $0.16 +94855.5%
735 PAVE GLOBAL X FDS 1,157.0 $68.0 $0.06 +99827.4%
736 TRIPLE FLAG PRECIOUS METAL 2,281.0 $68.0 +1K +138.6% $0.03
737 SLVR SPROTT FDS TR 1,336.0 $67.0 -178.0 -11.8% $0.05 +118724.2%
738 THEMES ETF TR 1,616.0 $66.0 $0.04
739 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 508.0 $65.0 +51.0 +11.2% $0.13 +91558.8%
740 GRMN GARMIN LTD Technology 270.0 $64.0 -4K -93.4% $0.24 +129626.6%
Page 37 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%