Fund HoldingsBanque Cantonale Vaudoise

Total Portfolio Value
$2.30M
Total Bought
$470.4K
Total Sold
$201.4K
Net Transaction
+$268.9K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
UBS GROUP AG(UBS)6,029,9356,058,011+28,0761501888.16%+38
MICROSOFT CORP(MSFT)0277,251+277,25101044.53%+104
NVIDIA CORPORATION(NVDA)0123,643+123,6430612.66%+61
LOGITECH INTL S A
SHS
461,240480,288+19,04832461.98%+14
APPLE INC(AAPL)0443,547+443,5470853.71%+85
INTEL CORP(INTC)275,743376,642+100,89910190.82%+9
ISHARES TR0153,250+153,2500140.63%+14
ADOBE INC(ADBE)031,795+31,7950190.82%+19
ALPHABET INC(GOOG)283,272306,705+23,43337431.86%+6
HOME DEPOT INC(HD)051,377+51,3770180.77%+18
VISA INC(V)80,51992,522+12,00319241.05%+6
UNITEDHEALTH GROUP INC(UNH)049,477+49,4770261.13%+26
ADVANCED MICRO DEVICES INC(AMD)071,225+71,2250100.46%+10
COCA COLA CO(KO)0484,028+484,0280291.24%+29
INTUIT(INTU)13,28419,145+5,8617120.52%+5
SALESFORCE INC(CRM)053,921+53,9210140.62%+14
APPLIED MATLS INC063,428+63,4280100.45%+10
MCKESSON CORP(MCK)010,807+10,807050.22%+5
LENNOX INTL INC(LII)09,156+9,156040.18%+4
SERVICENOW INC(NOW)011,024+11,024080.34%+8
LAM RESEARCH CORP(LRCX)09,887+9,887080.34%+8
BROADCOM INC(AVGO)08,882+8,8820100.43%+10
VERIZON COMMUNICATIONS INC(VZ)0278,838+278,8380110.46%+11
ZOETIS INC(ZTS)061,374+61,3740120.53%+12
BANK NEW YORK MELLON CORP083,551+83,551040.19%+4
PHILIP MORRIS INTL INC(PM)01,123,635+1,123,63501064.59%+106
INTERNATIONAL BUSINESS MACHS(IBM)057,256+57,256090.41%+9
MASTERCARD INCORPORATED(MA)33,75838,574+4,81613160.71%+3
THE CIGNA GROUP(CI)023,919+23,919070.31%+7
PRUDENTIAL FINL INC(PFH)039,653+39,653040.18%+4
TRANE TECHNOLOGIES PLC(TT)028,741+28,741070.30%+7
AMERICAN EXPRESS CO(AXP)036,624+36,624070.30%+7
3M CO(MMM)074,955+74,955080.36%+8
TARGET CORP(TGT)031,317+31,317040.19%+4
TEXAS INSTRS INC(TXN)071,094+71,0940120.53%+12
HEWLETT PACKARD ENTERPRISE C(HPE)0255,992+255,992040.19%+4
GOLDMAN SACHS GROUP INC(GS)011,666+11,666050.20%+5
OWENS CORNING NEW(OC)027,524+27,524040.18%+4
ECOLAB INC(ECL)041,784+41,784080.36%+8
CROWDSTRIKE HLDGS INC(CRWD)013,811+13,811040.15%+4
JPMORGAN CHASE & CO(JPM)0108,297+108,2970180.80%+18
FACTSET RESH SYS INC(FDS)07,500+7,500040.16%+4
CBRE GROUP INC(CBRE)055,432+55,432050.22%+5
LYONDELLBASELL INDUSTRIES N
SHS - A -
032,154+32,154030.13%+3
IDEXX LABS INC(IDXX)09,567+9,567050.23%+5
KEYSIGHT TECHNOLOGIES INC(KEYS)10,35024,694+14,344140.17%+3
KRAFT HEINZ CO(KHC)0105,016+105,016040.17%+4
AUTOMATIC DATA PROCESSING IN028,798+28,798070.29%+7
ONEOK INC NEW(OKE)25,68158,717+33,036240.18%+2
TARGA RES CORP(TRGP)031,337+31,337030.12%+3
KINDER MORGAN INC DEL(KMI)0189,246+189,246030.14%+3
EXPEDITORS INTL WASH INC(EXPD)037,215+37,215050.21%+5
PTC INC(PTC)016,370+16,370030.12%+3
DECKERS OUTDOOR CORP(DECK)1,5484,818+3,270130.14%+2
PNC FINL SVCS GROUP INC(PNC)024,030+24,030040.16%+4
AMGEN INC(AMGN)24,57731,143+6,566790.39%+2
FERGUSON PLC NEW14,45524,482+10,027250.21%+2
BEST BUY INC(BBY)047,611+47,611040.16%+4
PHILLIPS 66(PSX)14,84630,888+16,042240.18%+2
KROGER CO(KR)093,828+93,828040.19%+4
GRAINGER W W INC(GWW)05,323+5,323040.19%+4
OLD DOMINION FREIGHT LINE IN(ODFL)06,946+6,946030.12%+3
TRACTOR SUPPLY CO(TSCO)016,906+16,906040.16%+4
CITIGROUP INC(C)0113,880+113,880060.25%+6
AUTODESK INC11,39218,876+7,484250.20%+2
PDD HOLDINGS INC(PDD)50,01248,571-1,441570.31%+2
EDWARDS LIFESCIENCES CORP059,935+59,935050.20%+5
PUBLIC SVC ENTERPRISE GRP IN(PEG)048,100+48,100030.13%+3
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
035,168+35,168030.13%+3
BAKER HUGHES COMPANY(BKR)40,768105,304+64,536140.16%+2
NISOURCE INC(NI)090,935+90,935020.10%+2
GARTNER INC(IT)06,334+6,334030.12%+3
ZSCALER INC(ZS)18,85422,822+3,968350.22%+2
ELEVANCE HEALTH INC(ELV)012,636+12,636060.26%+6
AKAMAI TECHNOLOGIES INC(AKAM)025,260+25,260030.13%+3
MCDONALDS CORP(MCD)043,012+43,0120130.55%+13
LAMB WESTON HLDGS INC(LW)022,152+22,152020.10%+2
ZIMMER BIOMET HOLDINGS INC(ZBH)032,457+32,457040.17%+4
SCHLUMBERGER LTD(SLB)82,805131,795+48,990570.30%+2
COOPER COS INC(COO)2,5227,444+4,922130.12%+2
MOODYS CORP(MCO)09,380+9,380040.16%+4
KIMBERLY-CLARK CORP(KMB)033,048+33,048040.17%+4
WATERS CORP(WAT)09,208+9,208030.13%+3
SYNCHRONY FINANCIAL(SYF)082,393+82,393030.14%+3
ISHARES TR010,191+10,191020.09%+2
WELLTOWER INC(WELL)033,693+33,693030.13%+3
WESTERN DIGITAL CORP.(WDC)042,739+42,739020.10%+2
GENERAL MLS INC(GIS)060,604+60,604040.17%+4
IQVIA HLDGS INC(IQV)012,670+12,670030.13%+3
CROWN CASTLE INC(CCI)30,34440,257+9,913350.20%+2
KELLANOVA058,835+58,835030.14%+3
S&P GLOBAL INC(SPGI)013,578+13,578060.26%+6
CUMMINS INC(CMI)019,866+19,866050.21%+5
SUNRUN INC(RUN)0106,955+106,955020.09%+2
INTERPUBLIC GROUP COS INC075,307+75,307020.11%+2
CHENIERE ENERGY INC(LNG)018,049+18,049030.13%+3
ENPHASE ENERGY INC(ENPH)030,881+30,881040.18%+4
TRAVELERS COMPANIES INC(TRV)013,777+13,777030.11%+3
METLIFE INC(MET)034,074+34,074020.10%+2
NEWMONT CORP(NEM)084,899+84,899040.15%+4
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