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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 30 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 OUSTER INC 5,215.0 $326.0 -2K -28.5% $0.06
582 XBI SPDR SERIES TRUST 2,001.0 $317.0 -1K -39.5% $0.16 +104513.8%
583 OMC OMNICOM GROUP INC Communication Services 4,325.0 $315.0 -11K -71.5% $0.07 +120093.8%
584 XPO XPO INC Industrials 1,534.0 $315.0 NEW $0.21 +96196.2%
585 OTEX OPEN TEXT CORP Technology 14,060.0 $311.0 NEW $0.02 +111408.0%
586 UI UBIQUITI INC Technology 583.0 $311.0 -300.0 -34.0% $0.53 +104690.0%
587 YELP YELP INC Communication Services 12,600.0 $309.0 NEW $0.02 +95562.1%
588 INVA INNOVIVA INC Healthcare 13,424.0 $305.0 NEW $0.02 +92635.6%
589 EWZ ISHARES INC 8,848.0 $305.0 -900.0 -9.2% $0.03 +101608.5%
590 IVES WEDBUSH SER TR 8,000.0 $305.0 NEW $0.04 +101434.4%
591 JBT MAREL CORPORATION 2,097.0 $304.0 NEW $0.14
592 KYTX KYVERNA THERAPEUTICS INC Healthcare 33,444.0 $298.0 +3K +9.5% $0.01 +94396.1%
593 ENB ENBRIDGE INC Energy 5,396.0 $293.0 +589.0 +12.2% $0.05 +92829.1%
594 IFLN INVESCO EXCH TRADED FD TR II 16,003.0 $293.0 -1K -6.5% $0.02 +99550.1%
595 BBH VANECK ETF TRUST 1,437.0 $292.0 -95.0 -6.2% $0.20 +118614.0%
596 LMND LEMONADE INC Financial Services 4,468.0 $291.0 NEW $0.07 +81844.0%
597 CNYA ISHARES TR 7,515.0 $288.0 $0.04 +93341.7%
598 PM PHILIP MORRIS INTL INC Consumer Defensive 1,592.0 $288.0 -10.0 -0.6% $0.18 +103949.4%
599 SPIB SPDR SERIES TRUST 8,549.0 $286.0 -600.0 -6.6% $0.03 +98811.3%
600 IYE ISHARES TR 5,000.0 $283.0 -5K -50.0% $0.06 +118910.6%
Page 30 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%