Fund HoldingsBanque Cantonale Vaudoise

Total Portfolio Value
$2.00M
Total Bought
$81.1K
Total Sold
$252.9K
Net Transaction
-$171.8K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
UBS GROUP AG(UBS)6,142,8696,029,935-112,9341241507.47%+25
LOGITECH INTL S A
SHS
432,266461,240+28,97426321.59%+6
ANGLOGOLD ASHANTI PLC(AU)0101,191+101,191020.08%+2
ALPHABET INC(GOOG)296,237283,272-12,96535371.85%+2
CRH PLC
ORD
025,980+25,980010.07%+1
PDD HOLDINGS INC(PDD)050,012+50,012050.25%+5
BUILDERS FIRSTSOURCE INC(BLDR)012,881+12,881020.08%+2
ISHARES INC020,165+20,165010.06%+1
ELI LILLY & CO(LLY)40,93837,830-3,10819201.02%+1
SPLUNK INC027,370+27,370040.20%+4
CISCO SYS INC(CSCO)237,551248,480+10,92912130.67%+1
MERCADOLIBRE INC(MELI)0787+787010.05%+1
SPDR SER TR
SP O&G EXPL PRO
32,59734,211+1,614450.25%+1
MASTERCARD INCORPORATED(MA)31,85633,758+1,90213130.67%+1
AMGEN INC(AMGN)26,03324,577-1,456670.33%+1
AUTODESK INC011,392+11,392020.12%+2
ALCON AG(ALC)1,105,2471,190,683+85,43692924.61%+1
ON HLDG AG(ONON)0117,154+117,154030.16%+3
DAVIS COMMODITIES LTD014,000+14,000010.04%+1
PAYCHEX INC(PAYX)011,754+11,754010.07%+1
WASTE MGMT INC DEL(WM)25,16133,560+8,399450.26%+1
INTEL CORP(INTC)270,883275,743+4,8609100.49%+1
BANK AMERICA CORP389,961435,580+45,61911120.60%+1
UBER TECHNOLOGIES INC(UBER)047,093+47,093020.11%+2
FERGUSON PLC NEW014,455+14,455020.12%+2
REGENERON PHARMACEUTICALS(REGN)03,898+3,898030.16%+3
ISHARES TR
MSCI INDIA ETF
028,164+28,164010.06%+1
PROSHARES TR0134,468+134,468030.14%+3
CANADIAN PACIFIC KANSAS CITY(CP)07,107+7,107010.03%+1
PHILLIPS 66(PSX)014,846+14,846020.09%+2
BAKER HUGHES COMPANY(BKR)040,768+40,768010.07%+1
DISCOVER FINL SVCS011,873+11,873010.05%+1
KEURIG DR PEPPER INC(KDP)050,898+50,898020.08%+2
AMERICAN ELEC PWR CO INC07,835+7,835010.03%+1
INTERNATIONAL PAPER CO(IP)022,557+22,557010.04%+1
NETAPP INC(NTAP)011,765+11,765010.04%+1
GERDAU SA(GGB)0215,000+215,000010.05%+1
PROCTER AND GAMBLE CO(PG)83,71090,338+6,62813130.66%0
COOPER COS INC(COO)02,522+2,522010.04%+1
AXON ENTERPRISE INC(AXON)04,148+4,148010.04%+1
HUMANA INC(HUM)02,761+2,761010.07%+1
HOST HOTELS & RESORTS INC(HST)037,429+37,429010.03%+1
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
015,050+15,050000.02%0
SUN LIFE FINANCIAL INC.(SLF)09,200+9,200000.02%0
ABBVIE INC(ABBV)57,27054,595-2,675880.41%0
AVALONBAY CMNTYS INC05,260+5,260010.05%+1
BOSTON SCIENTIFIC CORP(BSX)049,427+49,427030.13%+3
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,975+3,975000.02%0
AFLAC INC(AFL)014,119+14,119010.05%+1
DANAHER CORPORATION(DHR)27,29328,018+725770.35%0
MARVELL TECHNOLOGY INC(MRVL)033,404+33,404020.09%+2
TJX COS INC NEW(TJX)021,878+21,878020.10%+2
FORTIVE CORP(FTV)048,036+48,036040.18%+4
AMBEV SA(ABEV)0693,600+693,600020.09%+2
VISA INC(V)76,39280,519+4,12718190.93%0
APOLLO GLOBAL MGMT INC(APO)06,633+6,633010.03%+1
DECKERS OUTDOOR CORP(DECK)01,548+1,548010.04%+1
DOMINOS PIZZA INC(DPZ)01,590+1,590010.03%+1
CIA ENERGETICA DE MINAS GERA(CIG)0150,000+150,000000.02%0
SCHLUMBERGER LTD(SLB)90,99682,805-8,191450.24%0
HILTON WORLDWIDE HLDGS INC(HLT)07,061+7,061010.05%+1
INTUIT(INTU)14,04413,284-760670.34%0
JD.COM INC(JD)058,080+58,080020.08%+2
PACKAGING CORP AMER(PKG)04,091+4,091010.03%+1
EQUITY RESIDENTIAL(EQR)011,372+11,372010.03%+1
ONEOK INC NEW(OKE)025,681+25,681020.08%+2
INVESCO EXCH TRADED FD TR II
SOLAR ETF
012,840+12,840010.03%+1
MOLSON COORS BEVERAGE CO(TAP)012,065+12,065010.04%+1
CROWN CASTLE INC(CCI)030,344+30,344030.14%+3
RIVIAN AUTOMOTIVE INC(RIVN)017,296+17,296000.02%0
SPOTIFY TECHNOLOGY S A(SPOT)02,792+2,792000.02%0
D R HORTON INC(DHI)011,671+11,671010.06%+1
XYLEM INC(XYL)029,291+29,291030.13%+3
DEERE & CO(DE)21,07423,440+2,366990.44%0
QUALYS INC(QLYS)013,544+13,544020.10%+2
KEYSIGHT TECHNOLOGIES INC(KEYS)010,350+10,350010.07%+1
CHUBB LIMITED
COM
014,676+14,676030.15%+3
BORGWARNER INC012,982+12,982010.03%+1
FISERV INC(FISV)016,513+16,513020.09%+2
COMPANHIA SIDERURGICA NACION(SID)0450,000+450,000010.05%+1
CONOCOPHILLIPS(COP)07,624+7,624010.05%+1
CHARTER COMMUNICATIONS INC N(CHTR)01,730+1,730010.04%+1
HF SINCLAIR CORP(DINO)09,525+9,525010.03%+1
MASCO CORP(MAS)010,575+10,575010.03%+1
EXELON CORP(EXC)034,409+34,409010.06%+1
PAYPAL HLDGS INC(PYPL)026,345+26,345020.08%+2
ISHARES TR09,699+9,699010.04%+1
STANLEY BLACK & DECKER INC(SWK)07,160+7,160010.03%+1
VERTEX PHARMACEUTICALS INC(VRTX)07,065+7,065020.12%+2
TEXTRON INC(TXT)03,408+3,408000.01%0
ACCENTURE PLC IRELAND
SHS CLASS A
28,31329,299+986990.45%0
INGERSOLL RAND INC(IR)010,759+10,759010.03%+1
JUNIPER NETWORKS INC073,919+73,919020.10%+2
CANADIAN NATL RY CO(CNI)06,198+6,198010.03%+1
CERIDIAN HCM HLDG INC03,890+3,890000.01%0
DIGITAL RLTY TR INC(DLR)011,632+11,632010.07%+1
INVESCO EXCHANGE TRADED FD T
S&P 500A EQL
09,501+9,501000.01%0
ZSCALER INC(ZS)018,854+18,854030.15%+3
EBAY INC.(EBAY)017,746+17,746010.04%+1
NVR INC(NVR)0103+103010.03%+1
Page 1 of 1