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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 35 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 524.0 $133.0 NEW $0.25 +83495.7%
682 L LOEWS CORP Financial Services 1,161.0 $131.0 $0.11 +97237.9%
683 EQR EQUITY RESIDENTIAL Real Estate 1,842.0 $125.0 NEW $0.07 +93709.4%
684 LTM LATAM AIRLINES GROUP SA Industrials 2,150.0 $125.0 NEW $0.06 +88566.0%
685 MKL MARKEL GROUP INC Financial Services 64.0 $125.0 +32.0 +100.0% $1.95 +91835.7%
686 PL PLANET LABS PBC Industrials 3,751.0 $124.0 NEW $0.03 +67327.3%
687 EIDO ISHARES TR 10,891.0 $123.0 NEW $0.01 +112971.6%
688 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 3,627.0 $123.0 -2K -29.3% $0.03 +110007.5%
689 EWW ISHARES INC 1,604.0 $121.0 -164.0 -9.3% $0.08 +102476.5%
690 RPRX ROYALTY PHARMA PLC Healthcare 2,120.0 $119.0 $0.06 +109124.5%
691 HIMS HIMS & HERS HEALTH INC Healthcare 3,400.0 $118.0 NEW $0.03 +97232.2%
692 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,096.0 $118.0 NEW $0.11 +102766.1%
693 NOBL PROSHARES TR 2,010.0 $113.0 +1K +100.0% $0.06 +104402.2%
694 AGG ISHARES TR 1,100.0 $109.0 $0.10 +98143.1%
695 IJR ISHARES TR 738.0 $109.0 $0.15 +99638.3%
696 TW TRADEWEB MKTS INC Financial Services 1,096.0 $109.0 NEW $0.10 +107529.2%
697 STE STERIS PLC Healthcare 511.0 $108.0 -2K -80.0% $0.21 +112476.1%
698 XLY SELECT SECTOR SPDR TR 902.0 $106.0 $0.12 +100328.3%
699 IEF ISHARES TR 1,106.0 $105.0 -93.0 -7.8% $0.09 +97670.4%
700 XLV SELECT SECTOR SPDR TR 654.0 $104.0 -3K -80.5% $0.16 +109709.1%
Page 35 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%