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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 41 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 WIX WIX COM LTD Technology 409.0 $19.0 $0.05 +158592.0%
802 PR PERMIAN RESOURCES CORP Energy 923.0 $17.0 -176.0 -16.0% $0.02 +120324.4%
803 NOV NOV INC Energy 888.0 $16.0 -167.0 -15.8% $0.02 +119780.0%
804 LNN LINDSAY CORP Industrials 122.0 $15.0 -60.0 -33.0% $0.12 +92652.5%
805 EWA ISHARES INC 500.0 $14.0 NEW $0.03 +105435.7%
806 WFRD WEATHERFORD INTL PLC Energy 172.0 $14.0 -32.0 -15.7% $0.08 +114255.4%
807 STLA STELLANTIS N.V Consumer Cyclical 2,527.0 $14.0 -34K -93.1% $0.01 +92316.0%
808 FELE FRANKLIN ELEC INC Industrials 116.0 $12.0 -17.0 -12.8% $0.10 +100452.7%
809 HEAL GLOBAL X FDS 443.0 $12.0 $0.03 +106515.3%
810 INTR INTER & CO INC Financial Services 2,072.0 $11.0 NEW $0.01 +99544.4%
811 WTRG ESSENTIAL UTILS INC Utilities 234.0 $9.0 -35.0 -13.0% $0.04 +103380.0%
812 FNV FRANCO NEV CORP Basic Materials 33.0 $7.0 NEW $0.21 +112364.0%
813 MIR MIRION TECHNOLOGIES INC Industrials 340.0 $6.0 -176.0 -34.1% $0.02 +89093.3%
814 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 67.0 $6.0 -74.0 -52.5% $0.09 +69747.5%
815 OST OSTIN TECHNOLOGY GROUP CO LT Technology 2,088.0 $4.0 NEW $0.00 +88379.0%
816 HXL HEXCEL CORP NEW Industrials 22.0 $2.0 $0.09 +113310.0%
Page 41 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%