13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001793755
Total reported value
$2.9B
$2.9B
990 檔
23.0%
In Q1 2024, Banque Cantonale Vaudoise's U.S. equity holdings reached a combined market value of $2.9B, distributed across 990 disclosed stock positions.
During Q1 2024, Banque Cantonale Vaudoise's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 990 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UBS | UBS Group AG | Stock-Financials | 8.63% | +1.95% | +18.12% | |
| 2 | PM | Philip Morris International | Stock-Consumer Staples | 4.81% | — | +19.37% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.65% | +0.45% | +1.82% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.41% | -0.20% | +0.74% | |
| 5 | ALC | Alcon Inc. | Stock-Healthcare | 3.75% | -0.42% | +0.48% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.88% | -3.23% | EXIT | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | -1.85% | EXIT | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.83% | -0.12% | +0.77% | |
| 9 | LOGI | Logitech International S.A. | Stock-Tech | 1.67% | -0.16% | -0.72% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | -0.04% | +16.47% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.08% | +0.07% | -7.17% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | -0.03% | +9.88% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.09% | -5.35% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | +0.01% | +6.94% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.18% | -21.57% | |
| 16 | INTC | Intel CORP | Stock-Tech | 0.70% | +0.53% | +8.15% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | -0.22% | EXIT | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.08% | -10.81% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 0.62% | -0.18% | -2.63% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.13% | +38.00% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.60% | +0.05% | +31.21% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | -0.50% | EXIT | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.08% | +0.34% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.09% | -8.61% | |
| 25 | MBB | Ishares Mbs ETF | ETF-Other | 0.56% | -0.07% | +0.10% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.05% | +2.62% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | -0.33% | EXIT | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.52% | +0.12% | +8.06% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.47% | EXIT | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | -0.14% | -0.40% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | -0.58% | EXIT | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.11% | +17.04% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.51% | +0.08% | +95.52% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | +0.27% | -19.24% | |
| 35 | ZTS | Zoetis Inc | Stock-Healthcare | 0.50% | -0.07% | +22.25% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | -0.01% | +7.79% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.45% | -0.06% | -7.67% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.08% | -8.69% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.30% | EXIT | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | -0.17% | -1.68% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.24% | +4.38% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | -0.02% | -41.91% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | +0.06% | -20.69% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.38% | -0.10% | +8.45% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | — | +18.41% | |
| 46 | TT | Trane Technologies plc | Stock-Industrials | 0.37% | +0.02% | +9.42% | |
| 47 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.37% | -0.12% | +17.48% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.36% | -0.24% | EXIT | |
| 49 | MMM | 3m Co | Stock-Industrials | 0.36% | — | +14.24% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | -0.11% | -19.62% |
According to official SEC Form 13F filings, Banque Cantonale Vaudoise reported a total U.S. public equity portfolio value of $2.9B across 990 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including UBS, PM, MSFT) accounted for 23.0% of total reported equity market value during Q1 2024.
During Q1 2024, Banque Cantonale Vaudoise's top holdings by market value included UBS (8.6%)、PM (4.8%)、MSFT (4.7%). The largest single position, UBS, represented 8.6% of total portfolio value.
In Q1 2024, Banque Cantonale Vaudoise made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.