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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 29 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PTC PTC INC Technology 3,349.0 $380.0 -502.0 -13.0% $0.11 +136221.9%
562 ENTERGY CORP NEW 3,281.0 $377.0 -5K -58.8% $0.11
563 IBDV ISHARES TR 17,251.0 $376.0 +145.0 +0.8% $0.02 +99001.5%
564 ES EVERSOURCE ENERGY Utilities 5,151.0 $372.0 +1K +33.6% $0.07 +97118.2%
565 DGX QUEST DIAGNOSTICS INC Healthcare 1,756.0 $372.0 $0.21 +115262.6%
566 VOO VANGUARD INDEX FDS 542.0 $372.0 +199.0 +58.0% $0.69 +102429.8%
567 SMMT SUMMIT THERAPEUTICS INC Healthcare 25,195.0 $367.0 +1K +5.3% $0.01 +90245.0%
568 EQT EQT CORP Energy 6,856.0 $365.0 +2K +29.8% $0.05 +100805.3%
569 IBB ISHARES TR 1,905.0 $362.0 $0.19 +112284.5%
570 EMB ISHARES TR 3,710.0 $358.0 $0.10 +98059.6%
571 IYF ISHARES TR 2,803.0 $357.0 +805.0 +40.3% $0.13 +106806.6%
572 IEUR ISHARES TR 4,600.0 $346.0 $0.08 +104144.5%
573 MRNA MODERNA INC Healthcare 4,944.0 $346.0 +4K +340.2% $0.07 +207276.5%
574 IBDW ISHARES TR 16,438.0 $343.0 +274.0 +1.7% $0.02 +98623.9%
575 TSEM TOWER SEMICONDUCTOR LTD Technology 1,293.0 $337.0 -3K -70.7% $0.26 +85303.2%
576 TDG TRANSDIGM GROUP INC Industrials 251.0 $335.0 -60.0 -19.3% $1.33 +89836.7%
577 EFX EQUIFAX INC Industrials 2,093.0 $332.0 -336.0 -13.8% $0.16 +121331.8%
578 GNRC GENERAC HLDGS INC Industrials 1,130.0 $331.0 -896.0 -44.2% $0.29 +70219.5%
579 IBDX ISHARES TR 13,141.0 $331.0 +257.0 +2.0% $0.03 +98477.4%
580 KFY KORN FERRY Industrials 4,970.0 $331.0 +819.0 +19.7% $0.07 +127618.5%
Page 29 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%