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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 39 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 SMCI SUPER MICRO COMPUTER INC Technology 1,624.0 $48.0 $0.03 +129414.0%
762 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 3,877.0 $47.0 +50.0 +1.3% $0.01 +88658.6%
763 HDV ISHARES TR 1,600.0 $44.0 +1K +400.0% $0.03 +106118.2%
764 TDY TELEDYNE TECHNOLOGIES INC Technology 65.0 $43.0 -9.0 -12.2% $0.66 +102278.0%
765 HSAI HESAI GROUP Consumer Cyclical 2,330.0 $42.0 NEW $0.02 +100145.5%
766 EUAD SPINNAKER ETF SERIES 985.0 $42.0 NEW $0.04 +112096.2%
767 UMC UNITED MICROELECTRONICS CORP Technology 1,549.0 $42.0 $0.03 +71928.5%
768 KBH KB HOME Consumer Cyclical 650.0 $41.0 -19.0 -2.8% $0.06 +87792.7%
769 MARA MARA HOLDINGS INC Financial Services 2,982.0 $41.0 NEW $0.01 +70595.2%
770 MWA MUELLER WTR PRODS INC Industrials 1,604.0 $41.0 -237.0 -12.9% $0.03 +98409.1%
771 NLR VANECK ETF TRUST 350.0 $41.0 $0.12 +100930.5%
772 MRAM EVERSPIN TECHNOLOGIES INC Technology 1,634.0 $40.0 NEW $0.02 +80987.3%
773 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 749.0 $39.0 $0.05 +107237.5%
774 PCTY PAYLOCITY HLDG CORP Technology 371.0 $39.0 $0.11 +138283.0%
775 ESTC ELASTIC N V Technology 673.0 $38.0 $0.06 +147676.6%
776 SMR NUSCALE PWR CORP Utilities 3,643.0 $37.0 -14K -79.3% $0.01 +90384.2%
777 PAWZ PROSHARES TR 775.0 $37.0 -565.0 -42.2% $0.05 +107541.2%
778 XLU SELECT SECTOR SPDR TR 787.0 $36.0 +270.0 +52.2% $0.05 +96482.4%
779 UFO PROCURE ETF TRUST II 677.0 $34.0 -268.0 -28.4% $0.05 +96392.4%
780 HMY HARMONY GOLD MNG LTD Basic Materials 2,177.0 $33.0 $0.02 +132037.3%
Page 39 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%