BC

Banque Cantonale Vaudoise

Diversified strategyMomentum followerSector-focused

Total reported value

$2.7B

Reporting period: 2026-03-31 · Number of holdings: 960

Banque Cantonale Vaudoise disclosed 960 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.7B and a quarterly turnover rate of 25.0%.

Personality snowflake

Concentration
7.89
Portfolio Stability
25.05
Momentum/Contrarian
100
Sector conviction
68.94
Diversification
100
Sizing Uniformity
59.65

Recent moves

  • Trim QQQ

    -82.8%　-$29.8M

  • Trim UBS

    +6.0%　-$41.3M

  • Trim AMZN

    -20.8%　-$19.6M

  • Trim MSFT

    +4.4%　-$20.8M

  • Trim AAPL

    -13.6%　-$20.5M

  • Trim BAC

    -47.7%　-$10.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 875 holdings (of 960 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1UBSUBS Group AGStock-Financials10.28%-0.94%+5.97%
2NVDANvidia CORPStock-Tech4.14%+0.11%+4.29%
3AAPLApple INCStock-Tech3.23%-0.57%-13.56%
4MSFTMicrosoft CORPStock-Tech3.12%-0.58%+4.44%
5ALCAlcon Inc.Stock-Healthcare3.12%—+8.43%
6GOOGLAlphabet Inc-cl AStock-Comm Services2.77%-0.13%-1.37%
7AVGOBroadcom INCStock-Tech2.56%-0.12%+1.55%
8AMRZAmrize LtdStock-Materials1.92%+0.34%+16.88%
9AMZNAmazon.com INCStock-Consumer Disc1.85%-0.61%-20.75%
10VVisa Inc-class A SharesStock-Financials1.50%-0.22%-3.94%
11LOGILogitech International S.A.Stock-Tech1.28%—+9.88%
12METAMeta Platforms Inc-class AStock-Comm Services0.99%—+6.79%
13JPMJpmorgan Chase & CoStock-Financials0.99%—+6.41%
14GOOGAlphabet Inc-cl CStock-Comm Services0.96%—+0.71%
15LLYEli Lilly & CoStock-Healthcare0.93%—+26.30%
16TSLATesla INCStock-Consumer Disc0.82%-0.15%-2.83%
17MBBIshares Mbs ETFETF-Other0.77%-0.08%-13.94%
18ABBVAbbvie INCStock-Healthcare0.77%—+0.56%
19CSCOCisco Systems INCStock-Tech0.77%—-6.46%
20CATCaterpillar INCStock-Industrials0.74%+0.12%-8.20%
21PGProcter & Gamble Co/theStock-Consumer Staples0.70%—+9.34%
22IBMIntl Business Machines CORPStock-Tech0.62%—+35.53%
23KOCoca-cola Co/theStock-Consumer Staples0.60%—+2.43%
24XOMExxon Mobil CORPStock-Energy0.58%+0.23%+13.54%
25AMATApplied Materials INCStock-Tech0.58%+0.16%-1.71%
26GSGoldman Sachs Group INCStock-Financials0.58%—+14.57%
27MRKMerck & Co. INC.Stock-Healthcare0.57%+0.12%+5.23%
28LRCXLam Research CORPStock-Tech0.56%+0.29%+54.78%
29WMTWalmart INCStock-Consumer Staples0.53%—+5.38%
30JNJJohnson & JohnsonStock-Healthcare0.52%—-1.29%
31AMDAdvanced Micro DevicesStock-Tech0.50%—+8.11%
32MSMorgan StanleyStock-Financials0.49%—+0.16%
33WMWaste Management INCStock-Industrials0.48%—+1.52%
34BRK-BBerkshire Hathaway Inc-cl BStock-Other0.47%—+6.59%
35ORCLOracle CORPStock-Tech0.45%—+25.97%
36TSMTaiwan Semiconductor-sp AdrStock-Tech0.45%—+10.16%
37HDHome Depot INCStock-Consumer Disc0.45%—-5.21%
38NFLXNetflix INCStock-Comm Services0.41%—+19.92%
39MUMicron Technology INCStock-Tech0.40%+0.14%+22.66%
40GILDGilead Sciences INCStock-Healthcare0.40%—+6.78%
41SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.38%-0.15%-29.00%
42GEGeneral ElectricStock-Industrials0.38%—+5.79%
43GEVGE Vernova INCStock-Industrials0.37%—-8.68%
44CRMSalesforce INCStock-Tech0.37%—+34.38%
45UNPUnion Pacific CORPStock-Industrials0.36%—+15.76%
46PANWPalo Alto Networks INCStock-Tech0.35%—-3.01%
47MCDMcdonald's CORPStock-Consumer Disc0.33%—-13.14%
48BACBank Of America CORPStock-Financials0.33%-0.34%-47.67%
49DEDeere & CoStock-Industrials0.32%—+10.36%
50INTCIntel CORPStock-Tech0.32%—+5.21%
1–50 of 875

Holding changes this quarter

Banque Cantonale Vaudoise's most significant position changes for 2026-03-31: New buy: Totalenergies Se; New buy: Petroleo Brasileiro-spon Adr (PBR); New buy: Xp INC Class A; New buy: Dollar General CORP (DG); Trim: Invesco Qqq Trust Series 1 (QQQ) — shares -82.80%.

Position changes disclosed by Banque Cantonale Vaudoise for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AMRZAmrize Ltd+0.3%+16.88%Add
2LRCXLam Research CORP+0.3%+54.78%Add
3XOMExxon Mobil CORP+0.2%+13.54%Add
4AMATApplied Materials INC+0.2%-1.71%Trim
5NEENextera Energy INC+0.1%+80.71%Add
6MUMicron Technology INC+0.1%+22.66%Add
7CIENCiena CORP+0.1%+43.10%Add
8CVXChevron CORP+0.1%+26.81%Add
9CMICummins INC+0.1%+76.18%Add
10MRKMerck & Co. INC.+0.1%+5.23%Add
11CATCaterpillar INC+0.1%-8.20%Trim
12KLACKla CORP+0.1%+102.85%Add
13NVDANvidia CORP+0.1%+4.29%Add
14TAt&t INC+0.1%+25.84%Add
15CBChubb Limited+0.1%+47.40%Add
16GDXVaneck Gold Miners ETF+0.1%+429.44%Add
17CMECme Group INC+0.1%+155.10%Add
18ALLAllstate CORP+0.1%+70.19%Add
19MBBIshares Mbs ETF-0.1%-13.94%Trim
20VZVerizon Communications INC-0.1%-43.10%Trim
21NXPINXP Semiconductors N.V.-0.1%-40.00%Trim
22INTUIntuit INC-0.1%+2.16%Add
23ZTSZoetis INC-0.1%-27.15%Trim
24YUMYum! Brands INC-0.1%-54.99%Trim
25SBACSba Communications CORP-0.1%-95.74%Trim
26ALNYAlnylam Pharmaceuticals INC-0.1%-45.84%Trim
27FTVFortive CORP-0.1%-53.83%Trim
28SYFSynchrony Financial-0.1%-68.71%Trim
29PRUPrudential Financial INC-0.1%-65.38%Trim
30STLAStellantis N.V.-0.1%-87.44%Trim
31AVGOBroadcom INC-0.1%+1.55%Add
32GOOGLAlphabet Inc-cl A-0.1%-1.37%Trim
33ABTAbbott Laboratories-0.1%-18.26%Trim
34HPEHewlett Packard Enterprise-0.1%-64.94%Trim
35EMEEmcor Group INC-0.1%-69.12%Trim
36SCCOSouthern Copper CORP-0.1%-71.45%Trim
37TSLATesla INC-0.2%-2.83%Trim
38SPYSs Spdr S&p 500 ETF Trust-us-0.2%-29.00%Trim
39HUMHumana INC-0.2%-64.57%Trim
40VVisa Inc-class A Shares-0.2%-3.94%Trim
41BACBank Of America CORP-0.3%-47.67%Trim
42AAPLApple INC-0.6%-13.56%Trim
43MSFTMicrosoft CORP-0.6%+4.44%Add
44AMZNAmazon.com INC-0.6%-20.75%Trim
45UBSUBS Group AG-0.9%+5.97%Add
46QQQInvesco Qqq Trust Series 1-1.1%-82.80%Trim
47✓ Totalenergies Se—NEWNew buy
48PBRPetroleo Brasileiro-spon Adr—NEWNew buy
49✓ Xp INC Class A—NEWNew buy
50DGDollar General CORP—NEWNew buy

FAQ

What is Banque Cantonale Vaudoise and what type of investor is it?
Banque Cantonale Vaudoise is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.7B, spread across 960 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) — $273.1M (10.3%) 2. Nvidia CORP (NVDA) — $110.1M (4.1%) 3. Apple INC (AAPL) — $85.9M (3.2%) 4. Microsoft CORP (MSFT) — $82.9M (3.1%) 5. Alcon Inc. (ALC) — $82.8M (3.1%)
What changes did Banque Cantonale Vaudoise make in its most recent portfolio filing?
In the latest reported quarter, Banque Cantonale Vaudoise made 50 notable position adjustments: 4 new positions were initiated, 20 existing holdings were added to, 26 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Totalenergies Se; New buy: Petroleo Brasileiro-spon Adr (PBR); New buy: Xp INC Class A; New buy: Dollar General CORP (DG); Trim: Invesco Qqq Trust Series 1 (QQQ) — shares -82.80%
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: 41.4% • Financials: 12.7% • Health Care: 12.3% • Communication Services: 11.7% • Consumer Discretionary: 8.7% • Industrials: 6.0%