Banque Cantonale Vaudoise

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
881
Quarter
2025 Q4
Top Holding
UBS (11.2%)
Top 10 Concentration
37.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 881
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
UBS
UBS GROUP AG
Financial Services 11.22% 10.35% #1
Prev: #1
4.5 -22,062 -0.3%
P
S
6,738,930 $314,386,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 4.03% 4.96% #2
Prev: #2
1.7 -103,532 -14.6%
P
S
605,540 $112,933,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.80% 4.10% #3
Prev: #3
1.5 -37,683 -8.8%
P
S
391,436 $106,416,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 3.70% 4.04% #4
Prev: #4
3.5 6,417 3.1%
P
S
214,478 $103,726,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALC
ALCON AG
Healthcare 2.95% 2.90% #5
Prev: #5
1.2 -3,635 -0.3%
P
S
1,035,776 $82,728,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 2.90% 2.50% #6 1
Prev: #7
1.2 -15,044 -5.5%
P
S
259,154 $81,115,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 2.68% 1.64% #7 2
Prev: #9
3.3 83,808 63.1%
P
S
216,637 $74,979,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 2.46% 2.53% #8 2
Prev: #6
1.0 -9,272 -3.0%
P
S
298,136 $68,816,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 1.72% 1.81% #9 1
Prev: #8
0.7 -4,478 -3.2%
P
S
137,199 $48,116,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRZ
AMRIZE LTD
Basic Materials 1.58% 1.13% #10 2
Prev: #12
2.7 181,975 29.2%
P
S
805,469 $44,160,000 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 1.27% 1.09% #11 2
Prev: #13
2.6 9,279 19.1%
P
S
57,901 $35,569,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LOGI
LOGITECH INTL S...
Technology 1.26% 1.46% #12 2
Prev: #10
0.5 -12,732 -3.6%
P
S
344,194 $35,426,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 1.02% 1.25% #13 2
Prev: #11
0.4 -2,025 -4.5%
P
S
43,263 $28,559,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 0.99% 0.84% #14 3
Prev: #17
0.4 -4,182 -4.5%
P
S
88,260 $27,696,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 0.97% 0.85% #15 1
Prev: #16
2.4 9,857 19.4%
P
S
60,554 $27,233,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.97% 1.01% #16 2
Prev: #14
0.4 -1,565 -1.8%
P
S
84,199 $27,130,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MBB
ISHARES TR
ETF 0.85% 0.90% #17 2
Prev: #15
0.3 no change no change
P
S
251,000 $23,900,000 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.82% 0.60% #18 8
Prev: #26
2.3 211 1.0%
P
S
21,254 $22,841,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 0.78% 0.73% #19
Prev: #19
0.3 -2,859 -1.0%
P
S
282,170 $21,736,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.76% 0.65% #20 4
Prev: #24
2.4 18,362 24.4%
P
S
93,665 $21,401,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAC
BANK AMERICA CO...
Financial Services 0.67% 0.76% #21 3
Prev: #18
0.3 -47,437 -12.1%
P
S
343,696 $18,904,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAT
CATERPILLAR INC
Industrials 0.62% 0.55% #22 7
Prev: #29
0.3 -484 -1.6%
P
S
30,323 $17,371,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PG
PROCTER AND GAM...
Consumer Defensive 0.60% 0.69% #23 2
Prev: #21
0.2 -1,373 -1.2%
P
S
117,974 $16,908,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.53% 0.40% #24 16
Prev: #40
2.3 5,764 35.7%
P
S
21,898 $14,932,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBM
INTERNATIONAL B...
Technology 0.53% 0.66% #25 3
Prev: #22
0.3 -11,969 -19.2%
P
S
50,335 $14,910,000 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
RYOJBABA CO LTD
Unknown 0.00% 0.26%
Sold All 😨
(Was: #68)
0.3 -144,936 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
XOP
SPDR SERIES TRU...
Unknown 0.00% 0.14%
Sold All 😨
(Was: #138)
0.3 -27,500 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNT
VERINT SYS INC
Technology 0.00% 0.10%
Sold All 😨
(Was: #201)
0.3 -130,677 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DG
DOLLAR GEN CORP...
Consumer Defensive 0.00% 0.07%
Sold All 😨
(Was: #270)
0.3 -18,566 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TME
TENCENT MUSIC E...
Communication Services 0.00% 0.07%
Sold All 😨
(Was: #282)
0.3 -75,000 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LH
LABCORP HOLDING...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #289)
0.3 -5,847 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBH
ZIMMER BIOMET H...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #333)
0.3 -12,445 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TROW
PRICE T ROWE GR...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #358)
0.3 -9,491 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DASH
DOORDASH INC
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #370)
0.3 -3,313 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #377)
0.3 -10,526 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO EXCHANG...
Unknown 0.00% 0.03%
Sold All 😨
(Was: #389)
0.3 -4,102 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CMS
CMS ENERGY CORP
Utilities 0.00% 0.03%
Sold All 😨
(Was: #406)
0.3 -9,504 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AJG
GALLAGHER ARTHU...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #417)
0.3 -2,074 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SYM
SYMBOTIC INC
Industrials 0.00% 0.02%
Sold All 😨
(Was: #456)
0.3 -8,387 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #469)
0.3 -8,206 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DKNG
DRAFTKINGS INC ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #484)
0.3 -9,925 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #493)
0.3 -12,477 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TDG
TRANSDIGM GROUP...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #505)
0.3 -243 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OTIS
OTIS WORLDWIDE ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #514)
0.3 -3,361 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OXY
OCCIDENTAL PETE...
Energy 0.00% 0.01%
Sold All 😨
(Was: #513)
0.3 -6,505 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLDR
BUILDERS FIRSTS...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #523)
0.3 -2,392 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIG
FIGMA INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #530)
0.3 -5,216 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DHI
D R HORTON INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #544)
0.3 -1,399 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWY
ISHARES INC
ETF 0.00% 0.01%
Sold All 😨
(Was: #549)
0.3 -2,752 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RUN
SUNRUN INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #556)
0.3 -12,032 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STN
STANTEC INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #580)
0.3 -1,281 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SLV
ISHARES SILVER ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #622)
0.3 -2,300 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ORAAF
AURA MINERALS I...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #625)
0.3 -2,890 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMSC
AMERICAN SUPERC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #626)
0.3 -1,585 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WMS
ADVANCED DRAIN ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #630)
0.3 -651 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
SUNRUN INC
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #639)
0.3 -2,945 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ELP
COMPANHIA PARAN...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #644)
0.3 -7,987 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GFI
GOLD FIELDS LTD
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #654)
0.3 -1,597 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CELH
CELSIUS HLDGS I...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #655)
0.3 -1,143 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCL
CALEDONIA MNG C...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #660)
0.3 -1,790 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LGO
LARGO INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #663)
0.3 -41,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NUS
NU SKIN ENTERPR...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #673)
0.3 -4,646 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SVM
SILVERCORP META...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #672)
0.3 -9,000 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LCID
LUCID GROUP INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #686)
0.3 -2,158 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DC
DAKOTA GOLD COR...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #697)
0.3 -10,158 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SEDG
SOLAREDGE TECHN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #714)
0.3 -1,117 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLDE
STRATA CRITICAL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #722)
0.3 -7,686 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OIH
VANECK ETF TRUS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #724)
0.3 -146 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMRN
AMARIN CORP PLC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #731)
0.3 -1,957 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ENTG
ENTEGRIS INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #734)
0.3 -340 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MCHP
MICROCHIP TECHN...
Technology 0.00% 0.00%
Sold All 😨
(Was: #738)
0.3 -467 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MGNI
MAGNITE INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #735)
0.3 -1,369 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMKR
AMKOR TECHNOLOG...
Technology 0.00% 0.00%
Sold All 😨
(Was: #744)
0.3 -911 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTD
THE TRADE DESK ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #754)
0.3 -473 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AI
C3 AI INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #756)
0.3 -1,291 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SONY
SONY GROUP CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #760)
0.3 -780 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VVPR
VIVOPOWER INTER...
Technology 0.00% 0.00%
Sold All 😨
(Was: #763)
0.3 -4,633 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PINS
PINTEREST INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #774)
0.3 -460 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INMD
INMODE LTD
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #777)
0.3 -920 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHR
ARCHER AVIATION...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #783)
0.3 -1,095 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CFLT
CONFLUENT INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #785)
0.3 -462 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PUBM
PUBMATIC INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #790)
0.3 -1,006 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DOMO
DOMO INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #789)
0.3 -516 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSN
TYSON FOODS INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #788)
0.3 -141 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RAPT
RAPT THERAPEUTI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #793)
0.3 -154 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
G
GENPACT LIMITED
Technology 0.00% 0.00%
Sold All 😨
(Was: #791)
0.3 -179 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FSLY
FASTLY INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #796)
0.3 -791 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PTON
PELOTON INTERAC...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #799)
0.3 -589 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DAR
DARLING INGREDI...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #803)
0.3 -142 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TNDM
TANDEM DIABETES...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #804)
0.3 -237 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BYND
BEYOND MEAT INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #812)
0.3 -604 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 881 holdings

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