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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 25 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 XLRE SELECT SECTOR SPDR TR 17,515.0 $771.0 -98.0 -0.6% $0.04 +102309.4%
482 SYF SYNCHRONY FINANCIAL Financial Services 10,086.0 $766.0 -4K -29.7% $0.08 +104539.0%
483 GM GENERAL MTRS CO Consumer Cyclical 9,896.0 $763.0 -16K -62.0% $0.08 +113943.9%
484 IQVIA HLDGS INC 3,900.0 $753.0 -5K -54.2% $0.19
485 TPR TAPESTRY INC Consumer Cyclical 5,124.0 $751.0 -5K -49.8% $0.15 +88713.7%
486 RF REGIONS FINANCIAL CORP NEW Financial Services 24,402.0 $737.0 +2K +10.3% $0.03 +100587.2%
487 MTD METTLER TOLEDO INTERNATIONAL Healthcare 574.0 $733.0 -686.0 -54.4% $1.28 +109159.7%
488 ERO ERO COPPER CORP Basic Materials 26,902.0 $719.0 +18K +198.9% $0.03 +147393.3%
489 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,286.0 $718.0 +2K +31.7% $0.11 +105895.3%
490 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 9,686.0 $717.0 -24K -71.5% $0.07 +110620.3%
491 VST VISTRA CORP Utilities 4,517.0 $717.0 -643.0 -12.5% $0.16 +85710.4%
492 ENS ENERSYS Industrials 3,045.0 $712.0 +379.0 +14.2% $0.23 +81054.4%
493 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,215.0 $702.0 -552.0 -31.2% $0.58 +92482.3%
494 FTAI AVIATION LTD 2,581.0 $699.0 NEW $0.27
495 FLUTTER ENTMT PLC 6,754.0 $691.0 -3K -28.9% $0.10
496 UROY URANIUM RTY CORP Energy 248,629.0 $690.0 -23K -8.6% $0.00 +157725.4%
497 RIG TRANSOCEAN LTD Energy 140,291.0 $686.0 +42K +43.1% $0.00 +120967.5%
498 IREN IREN LIMITED Financial Services 14,887.0 $681.0 +13K +938.1% $0.05 +91451.8%
499 SRE SEMPRA Utilities 7,271.0 $674.0 -14K -66.0% $0.09 +89331.1%
500 NKE NIKE INC Consumer Cyclical 16,390.0 $673.0 -5K -21.6% $0.04 +99165.4%
Page 25 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%