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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 44 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 141.0 $11K NEW $78.01 +11.3%
862 MIR MIRION TECHNOLOGIES INC Industrials 516.0 $10K $19.38 -2.4%
863 CVE CENOVUS ENERGY INC Energy 285.0 $8K NEW $28.07 +7.4%
864 MERUS N V 400.0 $6K NEW $15.00
865 HXL HEXCEL CORP NEW Industrials 22.0 $2K $90.91 +1.7%
866 IROBOT CORP 37,117.0 $2K $0.05
867 CBT CABOT CORP Basic Materials 18.0 $1K $55.56 +45.8%
868 RDNT RADNET INC Healthcare 17.0 $1K $58.82 -9.2%
869 DIANA SHIPPING INC 2,913.0 $1K $0.34
870 BLRX BIOLINE RX LIMITED Healthcare 1.0
871 HYDR GLOBAL X FDS 13.0
872 TXMD THERAPEUTICSMD INC Healthcare 7.0
873 EDESA BIOTECH INC 3.0
874 ELEMENTAL RTY CORP 3.0 NEW
875 INMED PHARMACEUTICALS INC 6.0
Page 44 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%