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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 23 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TXMD THERAPEUTICSMD INC Healthcare 7.0 $1K $142.86 -98.6%
442 WAB WABTEC Industrials 1.0 $1K NEW $1000.00 -70.2%
443 EDESA BIOTECH INC 3.0 $1K $333.33
444 ELEMENTAL RTY CORP 3.0 $1K $333.33
445 INMED PHARMACEUTICALS INC 6.0 $1K $166.67
446 SKEENA RES LTD NEW 2.0 $1K NEW $500.00
447 DIANA SHIPPING INC 2,913.0 $1K $0.34
448 FISV FISERV INC Technology 20,267.0 $994.0 +552.0 +2.8% $0.05 +107107.1%
449 JBHT HUNT J B TRANS SVCS INC Industrials 3,415.0 $988.0 +3K +334.5% $0.29 +95108.7%
450 VMC VULCAN MATLS CO Basic Materials 3,309.0 $976.0 -779.0 -19.1% $0.29 +93487.7%
451 INGERSOLL RAND INC 11,867.0 $972.0 -4K -23.9% $0.08
452 OC OWENS CORNING NEW Industrials 6,110.0 $971.0 $0.16 +93066.5%
453 RACE FERRARI N V Consumer Cyclical 2,610.0 $969.0 +995.0 +61.6% $0.37 +117482.0%
454 HWM HOWMET AEROSPACE INC Industrials 3,551.0 $955.0 -5K -57.3% $0.27 +100919.4%
455 HAL HALLIBURTON CO Energy 27,519.0 $934.0 -29K -51.0% $0.03 +104024.4%
456 HPQ HP INC Technology 42,382.0 $930.0 -9K -17.6% $0.02 +135294.5%
457 QLD PROSHARES TR 9,600.0 $929.0 $0.10 +92417.5%
458 OTIS OTIS WORLDWIDE CORP Industrials 12,907.0 $923.0 +4K +41.0% $0.07 +99869.8%
459 TWLO TWILIO INC Communication Services 4,475.0 $923.0 -882.0 -16.5% $0.21 +109132.7%
460 RMD RESMED INC Healthcare 4,722.0 $921.0 -3K -38.6% $0.20 +118601.1%
Page 23 of 41  ·  816 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%