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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 17 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 EWW ISHARES INC 1,604.0 $121.0 -164.0 -9.3% $0.08 +102476.5%
322 STE STERIS PLC Healthcare 511.0 $108.0 -2K -80.0% $0.21 +112476.1%
323 IEF ISHARES TR 1,106.0 $105.0 -93.0 -7.8% $0.09 +97670.4%
324 XLV SELECT SECTOR SPDR TR 654.0 $104.0 -3K -80.5% $0.16 +109709.1%
325 VCLT VANGUARD SCOTTSDALE FDS 1,341.0 $101.0 -113.0 -7.8% $0.08 +95124.3%
326 AG FIRST MAJESTIC SILVER CORP Basic Materials 5,309.0 $90.0 -5K -46.8% $0.02 +124307.6%
327 HRL HORMEL FOODS CORP Consumer Defensive 3,618.0 $90.0 -3K -43.7% $0.02 +95897.6%
328 EXK ENDEAVOUR SILVER CORP Basic Materials 10,823.0 $89.0 -4K -24.5% $0.01 +129046.4%
329 INSTALLED BLDG PRODS INC 387.0 $89.0 -228.0 -37.1% $0.23
330 JNK SPDR SERIES TRUST 910.0 $88.0 -10.0 -1.1% $0.10 +99038.3%
331 HL HECLA MINING COMPANY Basic Materials 5,573.0 $86.0 -2K -22.7% $0.02 +134170.4%
332 GFI GOLD FIELDS LTD Basic Materials 2,431.0 $82.0 -239.0 -8.9% $0.03 +141639.2%
333 IHY VANECK ETF TRUST 3,781.0 $82.0 -44.0 -1.1% $0.02 +100142.6%
334 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 258.0 $82.0 -2K -87.6% $0.32 +91773.2%
335 AIPO TIDAL TRUST II 2,429.0 $81.0 -773.0 -24.1% $0.03 +86594.3%
336 NOC NORTHROP GRUMMAN CORP Industrials 152.0 $77.0 -7.0 -4.4% $0.51 +108674.8%
337 ITRI ITRON INC Technology 870.0 $75.0 -4K -81.9% $0.09 +115934.8%
338 TRU TRANSUNION Industrials 980.0 $71.0 -11K -92.1% $0.07 +116685.6%
339 LITHIUM AMERS CORP NEW 18,535.0 $71.0 -4K -16.0% $0.00
340 SLVR SPROTT FDS TR 1,336.0 $67.0 -178.0 -11.8% $0.05 +126620.6%
Page 17 of 19  ·  366 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%