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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 40 of 41  ·  816 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 XLE SELECT SECTOR SPDR TR 617.0 $33.0 $0.05 +118887.5%
782 MSTR STRATEGY INC Technology 368.0 $32.0 -5K -92.9% $0.09 +137037.5%
783 XME SPDR SERIES TRUST 301.0 $32.0 NEW $0.11 +112154.2%
784 REMX VANECK ETF TRUST 363.0 $32.0 NEW $0.09 +91500.8%
785 OXY OCCIDENTAL PETE CORP Energy 643.0 $31.0 NEW $0.05 +127048.1%
786 IWF ISHARES TR 240.0 $30.0 +180.0 +300.0% $0.12 +97812.0%
787 GROY GOLD ROYALTY CORP Basic Materials 9,732.0 $27.0 $0.00 +123892.9%
788 PKG PACKAGING CORP AMER Consumer Cyclical 111.0 $26.0 $0.23 +107821.9%
789 RBLX ROBLOX CORP Technology 468.0 $25.0 -10K -95.6% $0.05 +71728.6%
790 VWO VANGUARD INTL EQUITY INDEX F 427.0 $25.0 $0.06 +103148.6%
791 WTS WATTS WATER TECHNOLOGIES INC Industrials 65.0 $25.0 -11.0 -14.5% $0.38 +97548.2%
792 HUBS HUBSPOT INC Technology 125.0 $23.0 -2K -92.8% $0.18 +130340.2%
793 IWMW ISHARES TR 700.0 $23.0 $0.03 +121973.9%
794 RGTI RIGETTI COMPUTING INC Technology 1,172.0 $23.0 NEW $0.02 +91163.1%
795 SYNA SYNAPTICS INC Technology 166.0 $21.0 $0.13 +77097.9%
796 PONY AI INC 3,080.0 $21.0 -271.0 -8.1% $0.01
797 LKQ LKQ CORP Consumer Cyclical 748.0 $20.0 $0.03 +96279.8%
798 AOS SMITH A O CORP Industrials 312.0 $20.0 -77.0 -19.8% $0.06 +98304.8%
799 WRD WERIDE INC Technology 3,495.0 $20.0 +68.0 +2.0% $0.01 +112613.8%
800 XLB SELECT SECTOR SPDR TR 365.0 $19.0 $0.05 +102753.2%
Page 40 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%