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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 39 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SBS COMPANHIA DE SANEAMENTO BASI Utilities 1,856.0 $57K 0.00% $30.71 -80.7%
762 MRNA MODERNA INC Healthcare 1,123.0 $57K 0.00% $50.76 -1.4%
763 DQ DAQO NEW ENERGY CORP Technology 2,579.0 $55K 0.00% +703.0 +37.5% $21.33 -12.1%
764 EBIZ GLOBAL X FDS 2,056.0 $55K 0.00% $26.75 +1.1%
765 DT DYNATRACE INC Technology 1,423.0 $53K 0.00% -183.0 -11.4% $37.25 -0.3%
766 XLP SELECT SECTOR SPDR TR 629.0 $52K 0.00% $82.67 +2.4%
767 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 457.0 $51K 0.00% $111.60 +9.5%
768 ARTY ISHARES TR 1,100.0 $51K 0.00% $46.36 +41.9%
769 MWA MUELLER WTR PRODS INC Industrials 1,841.0 $51K 0.00% $27.70 -6.7%
770 VDE VANGUARD WORLD FD 292.0 $51K 0.00% $174.66 -3.6%
771 AIR AAR CORP Industrials 460.0 $50K 0.00% $108.70 -3.8%
772 FINX GLOBAL X FDS 2,179.0 $50K 0.00% $22.95 +8.3%
773 IREN IREN LIMITED Financial Services 1,434.0 $49K 0.00% $34.17 +70.9%
774 CNH INDL N V 4,418.0 $49K 0.00% -212K -98.0% $11.09
775 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 602.0 $48K 0.00% NEW $79.73 -8.1%
776 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 834.0 $47K 0.00% -88.0 -9.5% $56.35 -8.0%
777 DIA SPDR DOW JONES INDL AVERAGE Financial Services 102.0 $47K 0.00% -1.0 -1.0% $460.78 +7.5%
778 NLR VANECK ETF TRUST 350.0 $47K 0.00% $134.29 -3.4%
779 FMC FMC CORP Basic Materials 2,688.0 $46K 0.00% -292.0 -9.8% $17.11 -20.8%
780 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 74.0 $46K 0.00% $621.62 +6.1%
Page 39 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%