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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 40 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 XLE SELECT SECTOR SPDR TR 617.0 $33.0 $0.05 +116924.3%
782 MSTR STRATEGY INC Technology 368.0 $32.0 -5K -92.9% $0.09 +112232.0%
783 XME SPDR SERIES TRUST 301.0 $32.0 NEW $0.11 +110987.8%
784 REMX VANECK ETF TRUST 363.0 $32.0 NEW $0.09 +89436.2%
785 OXY OCCIDENTAL PETE CORP Energy 643.0 $31.0 NEW $0.05 +122360.4%
786 IWF ISHARES TR 240.0 $30.0 +180.0 +300.0% $0.12 +99964.0%
787 GROY GOLD ROYALTY CORP Basic Materials 9,732.0 $27.0 $0.00 +115242.2%
788 PKG PACKAGING CORP AMER Consumer Cyclical 111.0 $26.0 $0.23 +107898.7%
789 RBLX ROBLOX CORP Technology 468.0 $25.0 -10K -95.6% $0.05 +70905.0%
790 VWO VANGUARD INTL EQUITY INDEX F 427.0 $25.0 $0.06 +103046.1%
791 WTS WATTS WATER TECHNOLOGIES INC Industrials 65.0 $25.0 -11.0 -14.5% $0.38 +100046.8%
792 HUBS HUBSPOT INC Technology 125.0 $23.0 -2K -92.8% $0.18 +116840.2%
793 IWMW ISHARES TR 700.0 $23.0 $0.03 +122460.9%
794 RGTI RIGETTI COMPUTING INC Technology 1,172.0 $23.0 NEW $0.02 +95035.8%
795 SYNA SYNAPTICS INC Technology 166.0 $21.0 $0.13 +87310.9%
796 PONY AI INC 3,080.0 $21.0 -271.0 -8.1% $0.01
797 LKQ LKQ CORP Consumer Cyclical 748.0 $20.0 $0.03 +95083.0%
798 AOS SMITH A O CORP Industrials 312.0 $20.0 -77.0 -19.8% $0.06 +95684.0%
799 WRD WERIDE INC Technology 3,495.0 $20.0 +68.0 +2.0% $0.01 +106148.0%
800 XLB SELECT SECTOR SPDR TR 365.0 $19.0 $0.05 +100255.8%
Page 40 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%