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
751 檔
22.1%
At the close of Q3 2024, Banque Cantonale Vaudoise disclosed equity holdings valued at approximately $2.9B, spread across 751 reported holdings.
In Q3 2024, Banque Cantonale Vaudoise displayed an active expansion posture, initiating 1 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 751 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UBS | UBS Group AG | Stock-Financials | 8.64% | +1.95% | -10.99% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.63% | +0.45% | -5.33% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | -0.20% | +4.09% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.45% | -3.23% | EXIT | |
| 5 | ALC | Alcon Inc. | Stock-Healthcare | 4.25% | -0.42% | -13.48% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | -1.85% | EXIT | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | -0.12% | -7.01% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | -0.04% | +20.96% | |
| 9 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.10% | +0.07% | -17.02% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | -0.01% | +1377.85% | |
| 11 | LOGI | Logitech International S.A. | Stock-Tech | 0.99% | -0.16% | -37.27% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.13% | -7.36% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 0.90% | +0.01% | +13.93% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.89% | +0.18% | -16.98% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | +0.08% | +13.52% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | -0.03% | -2.78% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.08% | +1.96% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 0.79% | -0.07% | +22.27% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.09% | +3.00% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | -0.22% | EXIT | |
| 21 | ZTS | Zoetis Inc | Stock-Healthcare | 0.66% | -0.07% | +2.18% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | +0.05% | +21.55% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.63% | -0.09% | +11.72% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | -0.11% | -17.23% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.17% | -0.78% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.55% | -0.18% | -16.50% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.55% | -0.50% | EXIT | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | -0.33% | EXIT | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | -0.14% | +43.11% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.08% | +25.74% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.05% | -14.73% | |
| 32 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.51% | -0.12% | +0.11% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | -0.58% | EXIT | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.51% | -0.06% | +4.50% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.50% | +0.12% | -7.61% | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.47% | +0.02% | +9.00% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.46% | +0.08% | -17.24% | |
| 38 | GE | General Electric | Stock-Industrials | 0.46% | +0.03% | +8.20% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.45% | -0.07% | +24.15% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.02% | +20.04% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.24% | +21.81% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | -0.07% | +172.01% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.30% | EXIT | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.09% | +13.87% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | +0.07% | +14.78% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | +0.27% | -20.57% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | +0.06% | -10.93% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.11% | +2.41% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.47% | EXIT | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | -0.14% | +14.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.4% | +1377.85% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +93.42% | Add |
| 3 | BAC | Bank Of America CORP | +0.4% | +175.35% | Add |
| 4 | V | Visa Inc-class A Shares | +0.3% | +20.96% | Add |
| 5 | ABT | Abbott Laboratories | +0.3% | +173.29% | Add |
| 6 | IWM | Ishares Russell 2000 ETF | +0.3% | +172.01% | Add |
| 7 | MA | Mastercard Inc - A | +0.2% | +13.93% | Add |
| 8 | MCD | Mcdonald's CORP | +0.2% | +25.74% | Add |
| 9 | PNR | Pentair plc | +0.2% | +1034.47% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +13.52% | Add |
| 11 | MBB | Ishares Mbs ETF | +0.2% | +22.27% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +11.01% | Add |
| 13 | ORCL | Oracle CORP | +0.2% | +46.21% | Add |
| 14 | ACGL | Arch Capital Group Ltd. | +0.2% | +172.18% | Add |
| 15 | VZ | Verizon Communications Inc | +0.2% | +21.55% | Add |
| 16 | PGR | Progressive CORP | +0.2% | +56.81% | Add |
| 17 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +354.18% | Add |
| 18 | RJF | Raymond James Financial Inc | +0.2% | NEW | New buy |
| 19 | MSI | Motorola Solutions Inc | +0.2% | +452.00% | Add |
| 20 | CAT | Caterpillar Inc | +0.2% | +21.81% | Add |
| 21 | HD | Home Depot Inc | +0.2% | +1.96% | Add |
| 22 | MET | Metlife Inc | +0.1% | +426.43% | Add |
| 23 | STZ | Constellation Brands Inc-a | +0.1% | +274.16% | Add |
| 24 | WMB | Williams Cos Inc | +0.1% | +402.91% | Add |
| 25 | ADI | Analog Devices Inc | +0.1% | +259.67% | Add |
| 26 | NOW | Servicenow Inc | +0.1% | +24.15% | Add |
| 27 | TSLA | Tesla Inc | +0.1% | -0.78% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +43.11% | Add |
| 29 | DUK | Duke Energy CORP | +0.1% | +57.74% | Add |
| 30 | PNC | Pnc Financial Services Group | +0.1% | +91.37% | Add |
| 31 | WELL | Welltower Inc | +0.1% | +97.06% | Add |
| 32 | SPGI | S&p Global Inc | +0.1% | +45.27% | Add |
| 33 | NEE | Nextera Energy Inc | +0.1% | +14.78% | Add |
| 34 | HUBB | Hubbell Inc | +0.1% | +375.32% | Add |
| 35 | AAPL | Apple Inc | 0% | -12.49% | Trim |
| 36 | ALC | Alcon Inc. | 0% | -13.48% | Trim |
| 37 | LRCXEUR | Lam Research CORP | -0.1% | -12.62% | Trim |
| 38 | NI | Nisource Inc | -0.1% | EXIT | Sold out |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -34.20% | Trim |
| 40 | SNPS | Synopsys Inc | -0.1% | -59.78% | Trim |
| 41 | SCHW | Schwab (charles) CORP | -0.1% | -87.93% | Trim |
| 42 | AMGN | Amgen Inc | -0.1% | -35.38% | Trim |
| 43 | FERG | Ferguson Enterprises Inc. | -0.1% | EXIT | Sold out |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | -7.01% | Trim |
| 45 | MSFT | Microsoft CORP | -0.3% | -5.33% | Trim |
| 46 | INTC | Intel CORP | -0.3% | -51.86% | Trim |
| 47 | UBS | UBS Group AG | -0.3% | -10.99% | Trim |
| 48 | EWC | Ishares Msci Canada ETF | -0.3% | -99.65% | Trim |
| 49 | LOGI | Logitech International S.A. | -0.7% | -37.27% | Trim |
| 50 | PM | Philip Morris International | -5.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Banque Cantonale Vaudoise reported a total U.S. public equity portfolio value of $2.9B across 751 disclosed positions in Q3 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, MSFT, NVDA) accounted for 22.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
RJF
市值: $3.6M
Top Position Liquidated / Trimmed
PM
前期市值: $130.7M
During Q3 2024, Banque Cantonale Vaudoise's top holdings by market value included UBS (8.6%)、MSFT (4.6%)、NVDA (4.5%). The largest single position, UBS, represented 8.6% of total portfolio value.
In Q3 2024, Banque Cantonale Vaudoise made 50 total portfolio adjustments, initiating 1 new buys, adding to 32 positions, trimming 14 holdings, and fully liquidating 3 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.