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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 38 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 VDE VANGUARD WORLD FD 416.0 $62.0 +124.0 +42.5% $0.15 +118406.3%
742 VOX ROYALTY CORP 13,072.0 $62.0 +7K +115.1% $0.00
743 MCHI ISHARES TR 1,184.0 $61.0 +527.0 +80.2% $0.05 +106770.6%
744 MOD MODINE MFG CO Consumer Cyclical 227.0 $61.0 -189.0 -45.4% $0.27 +80559.4%
745 OR OR ROYALTIES INC. Basic Materials 1,942.0 $61.0 +976.0 +101.0% $0.03 +106009.6%
746 POWL POWELL INDS INC Industrials 212.0 $61.0 -2K -88.0% $0.29 +75917.6%
747 FORM FORMFACTOR INC Technology 367.0 $59.0 NEW $0.16 +85840.2%
748 EBIZ GLOBAL X FDS 2,056.0 $57.0 $0.03 +107864.5%
749 QUBT QUANTUM COMPUTING INC Technology 5,798.0 $56.0 $0.01 +93599.8%
750 QTUM ETF SER SOLUTIONS 331.0 $55.0 NEW $0.17 +95119.7%
751 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 143.0 $54.0 -408.0 -74.0% $0.38 +86634.8%
752 IYW ISHARES TR 208.0 $53.0 NEW $0.25 +99893.1%
753 JKS JINKOSOLAR HLDG CO LTD Energy 3,140.0 $53.0 +61.0 +2.0% $0.02 +98365.7%
754 EWC ISHARES INC 887.0 $52.0 +150.0 +20.4% $0.06 +105930.6%
755 XLP SELECT SECTOR SPDR TR 629.0 $52.0 $0.08 +102330.2%
756 NTNX NUTANIX INC Technology 1,000.0 $51.0 $0.05 +128645.1%
757 XPEV XPENG INC Consumer Cyclical 3,874.0 $51.0 +76.0 +2.0% $0.01 +92572.2%
758 PPA INVESCO EXCHANGE TRADED FD T 280.0 $49.0 NEW $0.17 +104574.3%
759 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 196.0 $49.0 $0.25 +96544.0%
760 FINX GLOBAL X FDS 1,927.0 $48.0 -252.0 -11.6% $0.02 +105624.1%
Page 38 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%