Latest Banque Cantonale Vaudoise Stock Portfolio
Banque Cantonale Vaudoise Performance:
2025 Q3: 5.63%YTD: 14.24%2023: 14.19%
Performance for 2025 Q3 is 5.63%, and YTD is 14.24%, and 2023 is 14.19%.
About Banque Cantonale Vaudoise and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Banque Cantonale Vaudoise reported an equity portfolio of $2.7 Billions as of 30 Sep, 2025.
The top stock holdings of Banque Cantonale Vaudoise are , NVDA, AAPL. The fund has invested 10.4% of it's portfolio in UBS GROUP AG and 5% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off TOLL BROTHERS INC (TOL), KEYSIGHT TECHNOLOGIES INC (KEYS) and AMBEV SA stocks. They significantly reduced their stock positions in MICROCHIP TECHNOLOGY INC. (MCHP), CYBERARK SOFTWARE LTD and DYNATRACE INC (DT). Banque Cantonale Vaudoise opened new stock positions in AMRIZE LTD, COSTAR GROUP INC (CSGP) and SAMSARA INC (IOT). The fund showed a lot of confidence in some stocks as they added substantially to NUTANIX INC (NTNX), SIGMA LITHIUM CORPORATION (SGML) and PHILIP MORRIS INTL INC (PM).
The top stock holdings of Banque Cantonale Vaudoise are , NVDA, AAPL. The fund has invested 10.4% of it's portfolio in UBS GROUP AG and 5% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off TOLL BROTHERS INC (TOL), KEYSIGHT TECHNOLOGIES INC (KEYS) and AMBEV SA stocks. They significantly reduced their stock positions in MICROCHIP TECHNOLOGY INC. (MCHP), CYBERARK SOFTWARE LTD and DYNATRACE INC (DT). Banque Cantonale Vaudoise opened new stock positions in AMRIZE LTD, COSTAR GROUP INC (CSGP) and SAMSARA INC (IOT). The fund showed a lot of confidence in some stocks as they added substantially to NUTANIX INC (NTNX), SIGMA LITHIUM CORPORATION (SGML) and PHILIP MORRIS INTL INC (PM).
Banque Cantonale Vaudoise Annual Return Estimates Vs S&P 500
Our best estimate is that Banque Cantonale Vaudoise made a return of 5.63% in the last quarter. In trailing 12 months, it's portfolio return was 18.16%.
New Buys
| Ticker | $ Bought |
|---|---|
| amrize ltd | 30,087,000 |
| ryojbaba co ltd | 6,977,000 |
| costar group inc | 1,069,000 |
| samsara inc | 935,000 |
| coreweave inc | 677,000 |
| nisource inc | 647,000 |
| becton dickinson & co | 643,000 |
| block inc | 627,000 |
New stocks bought by Banque Cantonale Vaudoise
Additions
| Ticker | % Inc. |
|---|---|
| nutanix inc | 9,615 |
| infosys ltd | 2,795 |
| vaneck etf trust | 1,366 |
| vistra corp | 859 |
| emerson elec co | 801 |
| freeport-mcmoran inc | 570 |
| ishares gold tr | 482 |
| molina healthcare inc | 462 |
Additions to existing portfolio by Banque Cantonale Vaudoise
Reductions
| Ticker | % Reduced |
|---|---|
| netease inc | -77.25 |
| ishares tr | -74.6 |
| deckers outdoor corp | -65.3 |
| lpl finl hldgs inc | -63.39 |
| price t rowe group inc | -61.4 |
| coca-cola europacific partne | -60.24 |
| consolidated edison inc | -59.99 |
| huntington bancshares inc | -58.95 |
Banque Cantonale Vaudoise reduced stake in above stock
Sold off
Sector Distribution
Banque Cantonale Vaudoise has about 28.7% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 28.7 |
| Others | 24.6 |
| Financial Services | 9.2 |
| Healthcare | 7.7 |
| Consumer Cyclical | 6.9 |
| Industrials | 6.6 |
| Communication Services | 6.4 |
| Consumer Defensive | 3.7 |
| Energy | 1.8 |
| Utilities | 1.5 |
| Real Estate | 1.4 |
| Basic Materials | 1.4 |
Market Cap. Distribution
Banque Cantonale Vaudoise has about 73.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 37.9 |
| MEGA-CAP | 35.5 |
| UNALLOCATED | 24.7 |
| MID-CAP | 1.3 |
Stocks belong to which Index?
About 69.7% of the stocks held by Banque Cantonale Vaudoise either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 68.2 |
| Others | 30.3 |
| RUSSELL 2000 | 1.5 |
Banque Cantonale Vaudoise Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Banque Cantonale Vaudoise
Banque Cantonale Vaudoise has 812 stocks in it's portfolio. About 36.3% of the portfolio is in top 10 stocks. V proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Banque Cantonale Vaudoise last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.07 | 15,386 | 1,974,000 | added | 37.45 | ||
| AAPL | apple inc | 4.10 | 429,119 | 109,269,000 | reduced | -0.28 | ||
| AAXJ | ishares tr | 0.90 | 251,000 | 23,883,000 | added | 2.93 | ||
| AAXJ | ishares tr | 0.14 | 39,727 | 3,624,000 | reduced | -27.72 | ||
| AAXJ | ishares tr | 0.02 | 8,172 | 491,000 | reduced | -74.6 | ||
| ABBV | abbvie inc | 0.65 | 75,303 | 17,435,000 | reduced | -1.69 | ||
| ABC | cencora inc | 0.19 | 15,884 | 4,964,000 | added | 29.73 | ||
| ABT | abbott labs | 0.46 | 90,599 | 12,135,000 | reduced | -4.09 | ||
| ACGL | arch cap group ltd | 0.10 | 28,670 | 2,601,000 | reduced | -36.88 | ||
| ACN | accenture plc ireland | 0.16 | 17,887 | 4,411,000 | reduced | -34.59 | ||
| ACSG | dbx etf tr | 0.11 | 91,000 | 2,999,000 | added | 0.24 | ||
| ACWV | ishares inc | 0.07 | 19,850 | 1,821,000 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.02 | 8,380 | 463,000 | added | 6.89 | ||
| ADBE | adobe inc | 0.25 | 18,607 | 6,564,000 | reduced | -6.44 | ||
| ADI | analog devices inc | 0.33 | 35,770 | 8,789,000 | reduced | -7.93 | ||
| ADM | archer daniels midland co | 0.07 | 32,093 | 1,918,000 | reduced | -7.63 | ||
| ADP | automatic data processing in | 0.20 | 17,821 | 5,231,000 | reduced | -4.63 | ||
| ADSK | autodesk inc | 0.12 | 10,194 | 3,238,000 | added | 2.99 | ||
| AEP | american elec pwr co inc | 0.04 | 8,483 | 954,000 | added | 0.31 | ||
| AFK | vaneck etf trust | 0.08 | 29,173 | 2,229,000 | added | 1,366 | ||