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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 11 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CIBR FIRST TR EXCHANGE-TRADED FD 5,073.0 $456.0 +478.0 +10.4% $0.09 +105420.6%
202 NRG NRG ENERGY INC Utilities 3,121.0 $456.0 +610.0 +24.3% $0.15 +77322.7%
203 EXEL EXELIXIS INC Healthcare 8,287.0 $451.0 +2K +43.0% $0.05 +99270.5%
204 IEV ISHARES TR 5,991.0 $437.0 +2K +56.5% $0.07 +103947.4%
205 PLTK PLAYTIKA HLDG CORP Technology 112,534.0 $419.0 +48K +74.2% $0.00 +63552.9%
206 SANA SANA BIOTECHNOLOGY INC Healthcare 114,000.0 $398.0 +23K +25.7% $0.00 +111895.0%
207 GPN GLOBAL PMTS INC Industrials 5,348.0 $388.0 +486.0 +10.0% $0.07 +128755.1%
208 IBDV ISHARES TR 17,251.0 $376.0 +145.0 +0.8% $0.02 +99001.5%
209 ES EVERSOURCE ENERGY Utilities 5,151.0 $372.0 +1K +33.6% $0.07 +97097.4%
210 VOO VANGUARD INDEX FDS 542.0 $372.0 +199.0 +58.0% $0.69 +102438.5%
211 SMMT SUMMIT THERAPEUTICS INC Healthcare 25,195.0 $367.0 +1K +5.3% $0.01 +90142.0%
212 EQT EQT CORP Energy 6,856.0 $365.0 +2K +29.8% $0.05 +100786.5%
213 IYF ISHARES TR 2,803.0 $357.0 +805.0 +40.3% $0.13 +106790.9%
214 MRNA MODERNA INC Healthcare 4,944.0 $346.0 +4K +340.2% $0.07 +207147.9%
215 IBDW ISHARES TR 16,438.0 $343.0 +274.0 +1.7% $0.02 +98671.8%
216 IBDX ISHARES TR 13,141.0 $331.0 +257.0 +2.0% $0.03 +98437.7%
217 KFY KORN FERRY Industrials 4,970.0 $331.0 +819.0 +19.7% $0.07 +127453.3%
218 KYTX KYVERNA THERAPEUTICS INC Healthcare 33,444.0 $298.0 +3K +9.5% $0.01 +94396.1%
219 ENB ENBRIDGE INC Energy 5,396.0 $293.0 +589.0 +12.2% $0.05 +92847.5%
220 NVMI NOVA LTD Technology 514.0 $272.0 +70.0 +15.8% $0.53 +71140.0%
Page 11 of 13  ·  260 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 27.2%
Healthcare 23.2%
Communication Services 14.2%
Industrials 12.0%
Financial Services 6.4%
Consumer Defensive 6.0%
Energy 3.2%
Consumer Cyclical 2.7%
Utilities 2.1%
Real Estate 1.6%