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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 40 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ACM AECOM Industrials 534.0 $45K 0.00% $84.27 -15.4%
782 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 1,251.0 $45K 0.00% NEW $35.97 -4.7%
783 TDY TELEDYNE TECHNOLOGIES INC Technology 74.0 $45K 0.00% $608.11 +5.0%
784 NEBIUS GROUP N.V. 424.0 $44K 0.00% +135.0 +46.7% $103.77
785 HDV ISHARES TR 320.0 $43K 0.00% $134.38 -79.7%
786 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 749.0 $42K 0.00% NEW $56.07 +1.8%
787 UFO PROCURE ETF TRUST II 945.0 $42K 0.00% NEW $44.44 +26.6%
788 VCR VANGUARD WORLD FD 116.0 $42K 0.00% $362.07 +6.2%
789 DLO DLOCAL LTD Technology 3,275.0 $42K 0.00% NEW $12.82 -1.3%
790 LI LI AUTO INC Consumer Cyclical 2,311.0 $41K 0.00% $17.74 +8.6%
791 CLH CLEAN HARBORS INC Industrials 138.0 $40K 0.00% $289.86 +4.8%
792 PCTY PAYLOCITY HLDG CORP Technology 371.0 $40K 0.00% -89.0 -19.4% $107.82 -3.6%
793 QUBT QUANTUM COMPUTING INC Technology 5,798.0 $40K 0.00% -520.0 -8.2% $6.90 +70.0%
794 EWC ISHARES INC 737.0 $39K 0.00% $52.92 +8.5%
795 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 196.0 $39K 0.00% -187.0 -48.8% $198.98 +21.8%
796 FCEL FUELCELL ENERGY INC Industrials 5,767.0 $38K 0.00% $6.59 +227.8%
797 MTA METALLA RTY & STREAMING LTD Basic Materials 5,707.0 $38K 0.00% +2K +39.9% $6.66 +11.7%
798 NI NISOURCE INC Utilities 822.0 $38K 0.00% -14K -94.3% $46.23 +2.6%
799 NTNX NUTANIX INC Technology 1,000.0 $38K 0.00% -26K -96.2% $38.00 +19.8%
800 XLE SELECT SECTOR SPDR TR 617.0 $38K 0.00% $61.59 -3.5%
Page 40 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%