Fund HoldingsBanque Cantonale Vaudoise

Total Portfolio Value
$2.27M
Total Bought
$2.27M
Total Sold
$0
Net Transaction
+$2.27M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
UBS GROUP AG(UBS)06,812,034+6,812,03402079.11%+207
ALCON AG(ALC)01,052,483+1,052,4830994.36%+99
MICROSOFT CORP(MSFT)0261,517+261,5170984.32%+98
APPLE INC(AAPL)0430,808+430,8080964.21%+96
NVIDIA CORPORATION(NVDA)0722,477+722,4770783.45%+78
AMAZON COM INC(AMZN)0318,194+318,1940612.66%+61
VISA INC(V)0134,411+134,4110472.07%+47
ALPHABET INC(GOOG)0274,671+274,6710421.87%+42
LOGITECH INTL S A
SHS
0350,957+350,9570291.29%+29
ISHARES TR0283,850+283,8500271.17%+27
META PLATFORMS INC(META)044,990+44,9900261.14%+26
BROADCOM INC(AVGO)0133,975+133,9750220.99%+22
COCA COLA CO(KO)0293,421+293,4210210.92%+21
JPMORGAN CHASE & CO.(JPM)079,482+79,4820190.86%+19
MASTERCARD INCORPORATED(MA)034,987+34,9870190.84%+19
ELI LILLY & CO(LLY)020,920+20,9200170.76%+17
INTERNATIONAL BUSINESS MACHS(IBM)064,616+64,6160160.71%+16
BANK AMERICA CORP0377,352+377,3520160.69%+16
CISCO SYS INC(CSCO)0253,867+253,8670160.69%+16
ABBVIE INC(ABBV)069,469+69,4690150.64%+15
INVESCO QQQ TR030,167+30,1670140.62%+14
PROCTER AND GAMBLE CO(PG)081,453+81,4530140.61%+14
HOME DEPOT INC(HD)037,626+37,6260140.61%+14
JOHNSON & JOHNSON(JNJ)081,254+81,2540130.59%+13
BERKSHIRE HATHAWAY INC DEL025,159+25,1590130.59%+13
TESLA INC(TSLA)047,693+47,6930120.54%+12
SALESFORCE INC(CRM)045,013+45,0130120.53%+12
GILEAD SCIENCES INC(GILD)0106,451+106,4510120.53%+12
ABBOTT LABS088,645+88,6450120.52%+12
WASTE MGMT INC DEL(WM)050,369+50,3690120.51%+12
ALPHABET INC(GOOG)073,463+73,4630110.51%+11
BRISTOL-MYERS SQUIBB CO(BMY)0186,649+186,6490110.50%+11
NETFLIX INC(NFLX)011,865+11,8650110.49%+11
UNITEDHEALTH GROUP INC(UNH)020,450+20,4500110.47%+11
ZOETIS INC(ZTS)061,703+61,7030100.45%+10
EXXON MOBIL CORP085,080+85,0800100.45%+10
MORGAN STANLEY(MS)083,419+83,4190100.43%+10
CATERPILLAR INC(CAT)029,201+29,2010100.42%+10
SERVICENOW INC(NOW)011,452+11,452090.40%+9
SPDR S&P 500 ETF TR(SPY)015,881+15,881090.39%+9
VERIZON COMMUNICATIONS INC(VZ)0195,038+195,038090.39%+9
INTUITIVE SURGICAL INC029,652+29,652090.39%+9
WALMART INC(WMT)099,689+99,689090.39%+9
ACCENTURE PLC IRELAND
SHS CLASS A
027,957+27,957090.38%+9
TAIWAN SEMICONDUCTOR MFG LTD(TSM)051,954+51,954090.38%+9
ORACLE CORP(ORCL)060,502+60,502080.37%+8
MCDONALDS CORP(MCD)027,033+27,033080.37%+8
CHEVRON CORP NEW(CVX)049,971+49,971080.37%+8
PALO ALTO NETWORKS INC(PANW)047,963+47,963080.36%+8
STRYKER CORPORATION(SYK)021,938+21,938080.36%+8
AT&T INC(T)0287,648+287,648080.36%+8
UNION PAC CORP(UNP)034,139+34,139080.36%+8
TEXAS INSTRS INC(TXN)043,353+43,353080.34%+8
ADOBE INC(ADBE)019,984+19,984080.34%+8
GE AEROSPACE(GE)037,699+37,699080.33%+8
FORTINET INC(FTNT)077,445+77,445070.33%+7
3M CO(MMM)049,365+49,365070.32%+7
MERCK & CO INC(MRK)080,705+80,705070.32%+7
COSTCO WHSL CORP NEW(COST)07,621+7,621070.32%+7
NEXTERA ENERGY INC(NEE)0101,665+101,665070.32%+7
S&P GLOBAL INC(SPGI)014,094+14,094070.32%+7
ISHARES TR035,760+35,760070.31%+7
APPLIED MATLS INC048,724+48,724070.31%+7
PROGRESSIVE CORP(PGR)024,266+24,266070.30%+7
THE CIGNA GROUP(CI)020,540+20,540070.30%+7
INTUIT(INTU)010,973+10,973070.30%+7
DEERE & CO(DE)014,305+14,305070.30%+7
ADVANCED MICRO DEVICES INC(AMD)064,962+64,962070.29%+7
PEPSICO INC(PEP)044,283+44,283070.29%+7
PFIZER INC(PFE)0260,263+260,263070.29%+7
KROGER CO(KR)095,014+95,014060.28%+6
BOOKING HOLDINGS INC(BKNG)01,345+1,345060.27%+6
LOWES COS INC(LOW)026,284+26,284060.27%+6
SPDR SER TR
ST STR SP500DIV
0136,265+136,265060.27%+6
AMERICAN EXPRESS CO(AXP)021,354+21,354060.25%+6
TRANE TECHNOLOGIES PLC(TT)016,967+16,967060.25%+6
YUM CHINA HLDGS INC(YUMC)0109,245+109,245060.25%+6
ANALOG DEVICES INC(ADI)027,851+27,851060.25%+6
HONEYWELL INTL INC(HON)026,487+26,487060.25%+6
FORTIVE CORP(FTV)076,229+76,229060.25%+6
CROWN CASTLE INC(CCI)053,483+53,483060.25%+6
SPDR SER TR
SP O&G EXPL PRO
041,918+41,918060.24%+6
LINDE PLC(LIN)011,836+11,836060.24%+6
ECOLAB INC(ECL)021,549+21,549050.24%+5
WELLS FARGO CO NEW(WFC)073,483+73,483050.23%+5
VERTEX PHARMACEUTICALS INC(VRTX)010,298+10,298050.22%+5
AUTOMATIC DATA PROCESSING IN016,211+16,211050.22%+5
AMGEN INC(AMGN)015,432+15,432050.21%+5
DISNEY WALT CO(DIS)048,319+48,319050.21%+5
GOLDMAN SACHS GROUP INC(GS)08,610+8,610050.21%+5
QUALCOMM INC(QCOM)030,498+30,498050.21%+5
EQUINIX INC(EQIX)05,681+5,681050.20%+5
QIFU TECHNOLOGY INC(QFIN)0103,000+103,000050.20%+5
SCHLUMBERGER LTD(SLB)0110,182+110,182050.20%+5
MCKESSON CORP(MCK)06,724+6,724050.20%+5
CITIGROUP INC(C)062,660+62,660040.20%+4
CBRE GROUP INC(CBRE)033,959+33,959040.20%+4
COLGATE PALMOLIVE CO(CL)047,256+47,256040.19%+4
WELLTOWER INC(WELL)028,711+28,711040.19%+4
MARSH & MCLENNAN COS INC(MRSH)017,796+17,796040.19%+4
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