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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 43 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 WTS WATTS WATER TECHNOLOGIES INC Industrials 76.0 $22K 0.00% +9.0 +13.4% $289.47 +4.1%
842 CWT CALIFORNIA WTR SVC GROUP Utilities 453.0 $21K 0.00% $46.36 -6.3%
843 NOV NOV INC Energy 1,055.0 $20K 0.00% -612.0 -36.7% $18.96 +8.7%
844 EOG EOG RES INC Energy 130.0 $19K 0.00% -73.0 -36.0% $146.15 -7.0%
845 WFRD WEATHERFORD INTL PLC Energy 204.0 $19K 0.00% -119.0 -36.8% $93.14 +17.2%
846 ACIU AC IMMUNE SA Healthcare 7,021.0 $19K 0.00% -871.0 -11.0% $2.71 +3.1%
847 EGO ELDORADO GOLD CORP NEW Basic Materials 530.0 $18K 0.00% NEW $33.96 +1.2%
848 IAUX I-80 GOLD CORP Basic Materials 11,869.0 $18K 0.00% -42K -78.0% $1.52 +3.5%
849 XLB SELECT SECTOR SPDR TR 365.0 $18K 0.00% $49.32 +2.0%
850 CVLT COMMVAULT SYS INC Technology 209.0 $16K 0.00% $76.56 +33.3%
851 EQX EQUINOX GOLD CORP Basic Materials 1,140.0 $16K 0.00% -2K -59.3% $14.04 +2.4%
852 ASML ASML HOLDING N V Technology 11.0 $15K 0.00% $1363.64 +10.1%
853 ASPN ASPEN AEROGELS INC Industrials 4,154.0 $14K 0.00% -2K -34.7% $3.37 +66.2%
854 UMC UNITED MICROELECTRONICS CORP Technology 1,549.0 $14K 0.00% $9.04 +89.5%
855 FELE FRANKLIN ELEC INC Industrials 133.0 $12K $90.23 +8.9%
856 MUX MCEWEN INC. Basic Materials 569.0 $12K -2K -73.8% $21.09 +17.8%
857 SYNA SYNAPTICS INC Technology 166.0 $12K $72.29 +79.5%
858 ARIS ARIS MNG CORP Basic Materials 604.0 $11K -2K -77.6% $18.21 -0.2%
859 WTRG ESSENTIAL UTILS INC Utilities 269.0 $11K -9K -97.0% $40.89 -8.3%
860 HEAL GLOBAL X FDS 443.0 $11K -726.0 -62.1% $24.83 -2.7%
Page 43 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%