BC
Banque Cantonale Vaudoise — 13F Portfolio Changes & Top Buys (Q2 2026)
Banque Cantonale VaudoiseCIK: 0001793755
Diversified strategyLong-term holder
Total reported value
$2.9B
Reporting period: 2026-06-30 · Number of holdings: 904
Banque Cantonale Vaudoise disclosed 904 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $2.9B and a quarterly turnover rate of 0.0%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "B"
Personality snowflake
- Concentration
- 19.53
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 45.98
- Diversification
- 100
- Sizing Uniformity
- 37.65
Banque Cantonale Vaudoise's disclosed holdings carry a Herfindahl concentration index of 0.049 — mathematically equivalent to about 20 equally-sized positions, well below its 904 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 6.24), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AEC
+26.6% $311.7M
Sold out AAPL
Add UBS
+0.3% $82.6M
Sold out AMZN
Add MU
-8.2% $22.8M
Sold out AMAT
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 904 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UBS | UBS Group AG | Stock-Financials | 12.23% | +1.95% | +0.29% | |
| 2 | AEC | Anfield Energy Inc | Stock-Other | 10.73% | +10.72% | +26.60% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.94% | -0.20% | -9.32% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.57% | +0.45% | +24.16% | |
| 5 | ALC | Alcon Inc. | Stock-Healthcare | 2.70% | -0.42% | +3.13% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.65% | -0.12% | -15.52% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.55% | -0.01% | -10.93% | |
| 8 | AMRZ | Amrize Ltd | Stock-Materials | 2.07% | +0.15% | +20.81% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | -0.04% | -5.85% | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 1.15% | +0.75% | -8.16% | |
| 11 | LOGI | Logitech International S.A. | Stock-Tech | 1.12% | -0.16% | -8.28% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 0.98% | +0.24% | -3.68% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | -0.03% | -18.54% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.09% | -10.91% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.13% | -3.60% | |
| 16 | INTC | Intel CORP | Stock-Tech | 0.85% | +0.53% | -6.76% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 0.85% | +0.08% | -20.62% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | -0.14% | -23.69% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 0.80% | +0.24% | -22.87% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | +0.27% | +62.00% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | — | -5.19% | |
| 22 | MBB | Ishares Mbs ETF | ETF-Other | 0.70% | -0.07% | — | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.67% | +0.07% | +14.50% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.05% | -0.07% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.17% | -23.99% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | +0.09% | +41.02% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.60% | +0.25% | -12.13% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | -0.11% | -22.63% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | +0.06% | -12.60% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | -0.09% | -22.18% | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 0.48% | +0.11% | +4.18% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.11% | -16.66% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.45% | -0.03% | +5.78% | |
| 34 | WDC | Western Digital CORP | Stock-Tech | 0.42% | +0.15% | -26.09% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.42% | +0.12% | +1.91% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.03% | +1.75% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.42% | -0.07% | -27.17% | |
| 38 | GE | General Electric | Stock-Industrials | 0.41% | +0.03% | -10.11% | |
| 39 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.39% | +0.39% | NEW | |
| 40 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.38% | +0.14% | -28.37% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.18% | +37.70% | |
| 42 | CITR | Citrotech Inc | Stock-Other | 0.38% | +0.38% | NEW | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.08% | -15.89% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.21% | -14.74% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.02% | -10.04% | |
| 46 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.35% | +0.20% | +111.41% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | +0.07% | +48.19% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.33% | +0.07% | +15.38% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.32% | +0.01% | +15.33% | |
| 50 | TTE | TotalEnergies SE | Stock-Other | 0.31% | +0.09% | +83.46% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.1%
Performance Last 4 Quarters
+23.9%
- Stdev
- +13.1%
- Beta
- +0.98
- Alpha
- -1.2%
- Max Drawdown
- -7.4%
- Annualized Perf
- +19.1%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.87
- Stutzer
- +0.41
- Treynor
- +0.19
- Sterling
- +1.18
- Calmar
- +2.57
- Information Ratio
- -0.47
- Tracking Error
- +3.4%
- Stdev Down
- +6.4%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +32.9%
- Worst 12 Months
- +5.5%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.4
- Stdev Sectors
- +7.5%
- Skewness
- +0.14
- Kurtosis
- +0.13
- Upside Potential
- +4.47
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 904 | $2.9B | 0 | ||
| 2026 Q1 | 960 | $2.7B | 25 | ||
| 2025 Q4 | 924 | $2.8B | 23 | ||
| 2025 Q3 | 915 | $2.7B | 34 | ||
| 2025 Q2 | 895 | $2.5B | 0 | ||
| 2025 Q1 | 943 | $2.3B | 100 | ||
| 2024 Q3 | 859 | $2.4B | 0 | ||
| 2024 Q2 | 1104 | $2.5B | 0 | ||
| 2024 Q1 | 1125 | $2.6B | 0 | ||
| 2023 Q4 | 1161 | $2.3B | 0 | ||
| 2023 Q3 | 1323 | $2.0B | 0 | ||
| 2023 Q2 | 1316 | $2.1B | 0 | ||
| 2023 Q1 | 1316 | $2.0B | 0 | ||
| 2022 Q4 | 1329 | $1.9B | 0 | ||
| 2022 Q3 | 1369 | $1.8B | 0 | ||
| 2022 Q2 | 1429 | $1.9B | 0 | ||
| 2022 Q1 | 1475 | $2.3B | 0 | ||
| 2021 Q4 | 1502 | $2.6B | 0 | ||
| 2021 Q3 | 1433 | $2.3B | 0 | ||
| 2021 Q2 | 1370 | $2.3B | 93 | ||
| 2021 Q1 | 1242 | $2.0B | 22 | ||
| 2020 Q4 | 1164 | $1.8B | 23 | ||
| 2020 Q3 | 1140 | $1.6B | 27 | ||
| 2020 Q2 | 979 | $1.4B | 34 | ||
| 2020 Q1 | 999 | $1.2B | 31 | ||
| 2019 Q4 | 971 | $1.5B | 0 |
Holding changes this quarter
Banque Cantonale Vaudoise's most significant position changes for 2026-06-30: Sold out: Apple Inc (AAPL); Sold out: Amazon.com Inc (AMZN); Sold out: Applied Materials Inc (AMAT); Sold out: Advanced Micro Devices (AMD); Sold out: Berkshire Hathaway Inc-cl B (BRK-B).
Showing top 200 changes by size (of 957 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AEC | Anfield Energy Inc | +10.7% | +26.60% | Add |
| 2 | UBS | UBS Group AG | +2% | +0.29% | Add |
| 3 | MU | Micron Technology Inc | +0.8% | -8.16% | Trim |
| 4 | INTC | Intel CORP | +0.5% | -6.76% | Trim |
| 5 | MSFT | Microsoft CORP | +0.5% | +24.16% | Add |
| 6 | AZN | AstraZeneca PLC | +0.4% | NEW | New buy |
| 7 | CITR | Citrotech Inc | +0.4% | NEW | New buy |
| 8 | JNJ | Johnson & Johnson | +0.3% | +62.00% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.3% | -12.13% | Trim |
| 10 | CAT | Caterpillar Inc | +0.2% | -3.68% | Trim |
| 11 | LRCX | Lam Research CORP | +0.2% | -22.87% | Trim |
| 12 | AAXJ | Ishares Msci All Country Asi | +0.2% | +111.41% | Add |
| 13 | GLW | Corning Inc | +0.2% | +108.23% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | +37.70% | Add |
| 15 | MRVL | Marvell Technology Inc | +0.2% | -24.19% | Trim |
| 16 | AMRZ | Amrize Ltd | +0.2% | +20.81% | Add |
| 17 | WDC | Western Digital CORP | +0.2% | -26.09% | Trim |
| 18 | STX | Seagate Technology Holdings plc | +0.1% | -28.37% | Trim |
| 19 | NBIS | Nebius Group N.V. | +0.1% | +3381.13% | Add |
| 20 | TXN | Texas Instruments Inc | +0.1% | +1.91% | Add |
| 21 | GEV | GE Vernova Inc | +0.1% | +4.18% | Add |
| 22 | KEYS | Keysight Technologies In | +0.1% | +309.58% | Add |
| 23 | KLAC | Kla CORP | +0.1% | +732.36% | Add |
| 24 | O | Realty Income CORP | +0.1% | +225.44% | Add |
| 25 | TER | Teradyne Inc | +0.1% | +84.69% | Add |
| 26 | WMT | Walmart Inc | +0.1% | +41.02% | Add |
| 27 | TTE | TotalEnergies SE | +0.1% | +83.46% | Add |
| 28 | CSCO | Cisco Systems Inc | +0.1% | -20.62% | Trim |
| 29 | PFE | Pfizer Inc | +0.1% | +94.43% | Add |
| 30 | HPE | Hewlett Packard Enterprise | +0.1% | +17.51% | Add |
| 31 | KO | Coca-cola Co/the | +0.1% | +14.50% | Add |
| 32 | NEE | Nextera Energy Inc | +0.1% | +48.19% | Add |
| 33 | ETN | Eaton Corporation plc | +0.1% | +15.38% | Add |
| 34 | SYY | Sysco CORP | +0.1% | +155.87% | Add |
| 35 | CBT | Cabot CORP | +0.1% | — | Unchanged |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -12.60% | Trim |
| 37 | OKTA | Okta Inc | +0.1% | +5.26% | Add |
| 38 | RBRK | Rubrik Inc-a | +0.1% | +17.15% | Add |
| 39 | CBOE | Cboe Global Markets Inc | +0.1% | +134.40% | Add |
| 40 | YUM | Yum! Brands Inc | +0.1% | +78.29% | Add |
| 41 | ALAB | Astera Labs Inc | +0.1% | -20.76% | Trim |
| 42 | VRNS | Varonis Systems Inc | +0.1% | +16.21% | Add |
| 43 | CASY | Casey's General Stores Inc | +0.1% | NEW | New buy |
| 44 | CRWV | Coreweave Inc-cl A | +0.1% | +195.07% | Add |
| 45 | DDOG | Datadog Inc - Class A | +0.1% | +28.23% | Add |
| 46 | WST | West Pharmaceutical Services | +0.1% | +1215.30% | Add |
| 47 | VZ | Verizon Communications Inc | +0.1% | +58.92% | Add |
| 48 | DELL | Dell Technologies -c | +0.1% | -47.26% | Trim |
| 49 | CI | THE Cigna Group | +0.1% | +29.31% | Add |
| 50 | MTB | M & T Bank CORP | +0.1% | +114.33% | Add |
1–50 of 200
Filing History
Related 13F Filing Analysis
- Banque Cantonale Vaudoise2026-Q1
BCV adds UBS in Q1 even as value falls
Aug 11, 2026⏱ 2 minUBSQQQMSFTAAPLRead →
FAQ
What is Banque Cantonale Vaudoise and what type of investor is it?
Banque Cantonale Vaudoise is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $2.9B, spread across 904 disclosed positions.
What are Banque Cantonale Vaudoise's largest equity positions?
Based on the latest 13F filing, Banque Cantonale Vaudoise's top holdings by market value are:
1. UBS Group AG (UBS) — $355.7M (12.2%)
2. Anfield Energy Inc (AEC) — $312.0M (10.7%)
3. Nvidia CORP (NVDA) — $114.6M (3.9%)
4. Microsoft CORP (MSFT) — $103.7M (3.6%)
5. Alcon Inc. (ALC) — $78.4M (2.7%)
What changes did Banque Cantonale Vaudoise make in its most recent portfolio filing?
In the latest reported quarter, Banque Cantonale Vaudoise made 192 notable position adjustments: 5 new positions were initiated, 58 existing holdings were added to, 82 positions were partially reduced, and 47 were completely exited. The largest of these moves: Sold out: Apple Inc (AAPL); Sold out: Amazon.com Inc (AMZN); Sold out: Applied Materials Inc (AMAT); Sold out: Advanced Micro Devices (AMD); Sold out: Berkshire Hathaway Inc-cl B (BRK-B)
What sectors does Banque Cantonale Vaudoise focus on?
Banque Cantonale Vaudoise is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 23.9%
• Health Care: 20.3%
• Communication Services: 16.0%
• Industrials: 10.6%
• Materials: 10.0%
• Financials: 5.9%
Investment Profile
Banque Cantonale Vaudoise returned an annualized 19.1% over the trailing 36 months — underperforming the S&P 500 by 1.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.98 (roughly in line with the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its MU position over the past two quarters (+$26.2M, now $33.5M), while trimming TSLA over the same stretch (-$8.4M, still holding $18.8M).
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Developer Access
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