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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 42 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 COOPER COS INC 434.0 $31K 0.00% -11K -96.1% $71.43
822 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 371.0 $30K 0.00% -44.0 -10.6% $80.86 -14.1%
823 DVN DEVON ENERGY CORP NEW Energy 593.0 $30K 0.00% -109.0 -15.5% $50.59 -6.6%
824 RIOT RIOT PLATFORMS INC Financial Services 2,331.0 $29K 0.00% $12.44 +97.9%
825 IAG IAMGOLD CORP Basic Materials 1,479.0 $28K 0.00% -2K -50.5% $18.93 -2.4%
826 WRD WERIDE INC Technology 3,427.0 $28K 0.00% +934.0 +37.5% $8.17 -7.0%
827 CLSK CLEANSPARK INC Technology 3,177.0 $27K 0.00% $8.50 +54.3%
828 HYLB DBX ETF TR 760.0 $27K 0.00% $35.53 +2.2%
829 IWMW ISHARES TR 700.0 $27K 0.00% NEW $38.57 -1.8%
830 IWF ISHARES TR 60.0 $26K 0.00% $433.33 -71.3%
831 AOS SMITH A O CORP Industrials 389.0 $26K 0.00% $66.84 -16.2%
832 BMI BADGER METER INC Technology 162.0 $25K 0.00% +36.0 +28.6% $154.32 -26.0%
833 KGC KINROSS GOLD CORP Basic Materials 814.0 $24K 0.00% +568.0 +230.9% $29.48 +4.8%
834 PKG PACKAGING CORP AMER Consumer Cyclical 111.0 $24K 0.00% -14.0 -11.2% $216.22 +1.8%
835 XLU SELECT SECTOR SPDR TR 517.0 $24K 0.00% $46.42 -5.5%
836 PR PERMIAN RESOURCES CORP Energy 1,099.0 $23K 0.00% -610.0 -35.7% $20.93 -3.5%
837 VWO VANGUARD INTL EQUITY INDEX F 427.0 $23K 0.00% $53.86 +8.5%
838 AVAV AEROVIRONMENT INC Industrials 121.0 $22K 0.00% $181.82 -13.1%
839 LKQ LKQ CORP Consumer Cyclical 748.0 $22K 0.00% +163.0 +27.9% $29.41 -11.6%
840 LNN LINDSAY CORP Industrials 182.0 $22K 0.00% +26.0 +16.7% $120.88 -11.9%
Page 42 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%