Banque Cantonale Vaudoise

data from 30/09/2025

Capitalization

$ 2.668 B 8.81 %

Average holding period

2 ans

Performance

$ 1.384 B 76.83 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Banque Cantonale Vaudoise

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 UBS UBS GROUP AG 10.36% 276.248 M $ 6760992 2025/03/31 48.100 M $ 21.29 %
2025/09/30 NVDA NVIDIA CORPORATION 4.96% 132.299 M $ 709072 2025/03/31 21.106 M $ 18.10 %
2025/09/30 AAPL APPLE INC 4.10% 109.269 M $ 429119 2025/03/31 21.284 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 4.04% 107.765 M $ 208061 2025/03/31 4.286 M $ 4.13 %
2025/09/30 ALC ALCON AG 2.90% 77.414 M $ 1039411 2025/03/31 -14.202 M $ -15.61 %
2025/09/30 AMZN AMAZON COM INC 2.53% 67.497 M $ 307408 2025/03/31 55.723 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 2.50% 66.657 M $ 274198 2025/03/31 18.517 M $ 37.95 %
2025/09/30 V VISA INC 1.81% 48.365 M $ 141677 2025/03/31 -1.905 M $ -3.85 %
2025/09/30 AVGO BROADCOM INC 1.64% 43.823 M $ 132829 2025/03/31 7.355 M $ 19.68 %
2025/09/30 LOGI LOGITECH INTL S A 1.46% 38.930 M $ 356926 2025/03/31 7.005 M $ 21.78 %
2025/09/30 META META PLATFORMS INC 1.25% 33.260 M $ 45288 2025/03/31 -157.593 K $ -0.50 %
2025/09/30 AMRZ AMRIZE LTD 1.13% 30.087 M $ 623494 2025/09/30 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TR 1.09% 29.184 M $ 48622 2025/03/31 2.126 M $ 8.83 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.01% 27.052 M $ 85764 2025/03/31 2.003 M $ 8.80 %
2025/09/30 MBB ISHARES TR 0.90% 23.883 M $ 251000 2025/03/31 307.251 K $ 1.34 %
2025/09/30 TSLA TESLA INC 0.85% 22.546 M $ 50697 2025/03/31 5.923 M $ 40.00 %
2025/09/30 GOOG ALPHABET INC 0.84% 22.514 M $ 92442 2025/03/31 6.005 M $ 37.30 %
2025/09/30 BAC BANK AMERICA CORP 0.76% 20.179 M $ 391133 2025/03/31 1.684 M $ 9.02 %
2025/09/30 CSCO CISCO SYS INC 0.73% 19.501 M $ 285029 2025/03/31 -264.940 K $ -1.38 %
2025/09/30 MA MASTERCARD INCORPORATED 0.72% 19.273 M $ 33883 2025/03/31 236.087 K $ 1.22 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.69% 18.339 M $ 119347 2025/03/31 -641.191 K $ -3.56 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.66% 17.580 M $ 62304 2025/03/31 -782.818 K $ -4.28 %
2025/09/30 KO COCA COLA CO 0.66% 17.563 M $ 264825 2025/03/31 -1.172 M $ -6.26 %
2025/09/30 ABBV ABBVIE INC 0.65% 17.435 M $ 75303 2025/03/31 3.517 M $ 24.74 %
2025/09/30 ORCL ORACLE CORP 0.63% 16.865 M $ 59967 2025/03/31 3.717 M $ 28.64 %
2025/09/30 LLY ELI LILLY & CO 0.60% 16.057 M $ 21043 2025/03/31 -335.823 K $ -2.12 %
2025/09/30 HD HOME DEPOT INC 0.59% 15.684 M $ 38708 2025/03/31 1.597 M $ 10.51 %
2025/09/30 NFLX NETFLIX INC 0.58% 15.342 M $ 12796 2025/03/31 -1.737 M $ -10.47 %
2025/09/30 CAT CATERPILLAR INC 0.55% 14.699 M $ 30807 2025/03/31 3.314 M $ 22.91 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.50% 13.218 M $ 71290 2025/03/31 2.287 M $ 21.39 %
2025/09/30 MS MORGAN STANLEY 0.49% 13.045 M $ 82066 2025/03/31 1.671 M $ 12.85 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.49% 12.972 M $ 16289 2025/03/31 1.448 M $ 12.52 %
2025/09/30 WM WASTE MGMT INC DEL 0.47% 12.501 M $ 56609 2025/03/31 -400.922 K $ -3.49 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.46% 12.279 M $ 24424 2025/03/31 430.477 K $ 3.49 %
2025/09/30 ABT ABBOTT LABS 0.45% 12.135 M $ 90599 2025/03/31 -195.536 K $ -1.52 %
2025/09/30 GE GE AEROSPACE 0.42% 11.327 M $ 37652 2025/03/31 1.420 M $ 16.87 %
2025/09/30 WMT WALMART INC 0.42% 11.133 M $ 108019 2025/03/31 573.207 K $ 5.40 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.42% 11.074 M $ 68449 2025/03/31 1.290 M $ 14.02 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.41% 10.953 M $ 53789 2025/03/31 -49.673 K $ -0.50 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.40% 10.749 M $ 16134 2025/03/31 804.791 K $ 7.82 %
2025/09/30 AMAT APPLIED MATLS INC 0.38% 10.162 M $ 49632 2025/03/31 1.091 M $ 11.84 %
2025/09/30 CRM SALESFORCE INC 0.37% 9.861 M $ 41605 2025/03/31 -1.652 M $ -13.09 %
2025/09/30 XOM EXXON MOBIL CORP 0.37% 9.817 M $ 87072 2025/03/31 408.746 K $ 4.59 %
2025/09/30 ZTS ZOETIS INC 0.36% 9.628 M $ 65806 2025/03/31 -644.218 K $ -6.17 %
2025/09/30 MRK MERCK & CO INC 0.36% 9.580 M $ 114140 2025/03/31 577.260 K $ 6.03 %
2025/09/30 NOW SERVICENOW INC 0.36% 9.578 M $ 10407 2025/03/31 -1.106 M $ -10.49 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.35% 9.374 M $ 33566 2025/03/31 2.305 M $ 23.31 %
2025/09/30 LOW LOWES COS INC 0.35% 9.352 M $ 37214 2025/03/31 1.044 M $ 13.27 %
2025/09/30 GILD GILEAD SCIENCES INC 0.33% 8.910 M $ 80278 2025/03/31 12.556 K $ 0.12 %
2025/09/30 MCD MCDONALDS CORP 0.33% 8.879 M $ 29217 2025/03/31 345.739 K $ 4.01 %
2025/09/30 NEM NEWMONT CORP 0.33% 8.801 M $ 104384 2025/03/31 2.232 M $ 44.71 %
2025/09/30 ADI ANALOG DEVICES INC 0.33% 8.789 M $ 35770 2025/03/31 298.375 K $ 3.23 %
2025/09/30 DE DEERE & CO 0.32% 8.619 M $ 18847 2025/03/31 -787.712 K $ -10.07 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.32% 8.441 M $ 192039 2025/03/31 109.367 K $ 1.57 %
2025/09/30 UNP UNION PAC CORP 0.30% 8.091 M $ 34228 2025/03/31 216.464 K $ 2.73 %
2025/09/30 TXN TEXAS INSTRS INC 0.30% 8.063 M $ 43886 2025/03/31 -1.057 M $ -11.51 %
2025/09/30 CVX CHEVRON CORP NEW 0.30% 8.045 M $ 51808 2025/03/31 631.051 K $ 8.45 %
2025/09/30 SYK STRYKER CORPORATION 0.29% 7.738 M $ 20935 2025/03/31 -556.037 K $ -6.56 %
2025/09/30 INTU INTUIT 0.28% 7.584 M $ 11105 2025/03/31 -1.139 M $ -13.30 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.28% 7.583 M $ 32125 2025/03/31 2.138 M $ 63.54 %
2025/09/30 IWM ISHARES TR 0.28% 7.493 M $ 30971 2025/03/31 1.066 M $ 12.13 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.27% 7.317 M $ 22030 2025/03/31 317.044 K $ 4.13 %
2025/09/30 ZS ZSCALER INC 0.27% 7.294 M $ 24339 2025/03/31 -264.551 K $ -4.55 %
2025/09/30 ANET ARISTA NETWORKS INC 0.27% 7.267 M $ 49872 2025/03/31 1.767 M $ 42.42 %
2025/09/30 SPGI S&P GLOBAL INC 0.27% 7.147 M $ 14684 2025/03/31 -636.456 K $ -7.70 %
2025/09/30 WELL WELLTOWER INC 0.27% 7.106 M $ 39888 2025/03/31 959.752 K $ 15.88 %
2025/09/30 NET CLOUDFLARE INC 0.27% 7.104 M $ 33110 2025/03/31 718.826 K $ 9.58 %
2025/09/30 RYOJBABA CO LTD 0.26% 6.977 M $ 144936 2025/09/30 0.000 $ 0.00 %
2025/09/30 LRCX LAM RESEARCH CORP 0.26% 6.888 M $ 51441 2025/03/31 1.927 M $ 37.56 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.25% 6.760 M $ 1252 2025/03/31 -517.880 K $ -6.74 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.25% 6.627 M $ 14816 2025/03/31 -1.670 M $ -17.70 %
2025/09/30 MMM 3M CO 0.25% 6.591 M $ 42475 2025/03/31 163.419 K $ 1.93 %
2025/09/30 AU ANGLOGOLD ASHANTI PLC 0.25% 6.573 M $ 93449 2025/03/31 2.313 M $ 54.94 %
2025/09/30 ADBE ADOBE INC 0.25% 6.564 M $ 18607 2025/03/31 -678.743 K $ -8.82 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.24% 6.521 M $ 15453 2025/03/31 -250.212 K $ -3.53 %
2025/09/30 QCOM QUALCOMM INC 0.24% 6.466 M $ 38861 2025/03/31 192.175 K $ 4.46 %
2025/09/30 NEE NEXTERA ENERGY INC 0.24% 6.453 M $ 85481 2025/03/31 612.317 K $ 8.74 %
2025/09/30 T AT&T INC 0.23% 6.101 M $ 216031 2025/03/31 -126.455 K $ -2.42 %
2025/09/30 INTC INTEL CORP 0.23% 6.069 M $ 180915 2025/03/31 2.001 M $ 49.77 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.23% 6.026 M $ 6510 2025/03/31 -513.065 K $ -6.50 %
2025/09/30 WFC WELLS FARGO CO NEW 0.22% 5.889 M $ 70246 2025/03/31 259.292 K $ 4.62 %
2025/09/30 SPYD SPDR SERIES TRUST 0.22% 5.808 M $ 132000 2025/03/31 305.611 K $ 3.68 %
2025/09/30 ECL ECOLAB INC 0.22% 5.767 M $ 21058 2025/03/31 93.916 K $ 1.64 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.22% 5.762 M $ 127772 2025/03/31 -120.695 K $ -2.57 %
2025/09/30 CMI CUMMINS INC 0.21% 5.706 M $ 13510 2025/03/31 1.169 M $ 28.97 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.21% 5.703 M $ 52346 2025/03/31 1.383 M $ 19.59 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.21% 5.654 M $ 51423 2025/03/31 151.216 K $ 4.10 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.21% 5.507 M $ 15950 2025/03/31 570.442 K $ 10.68 %
2025/09/30 SOXX ISHARES TR 0.21% 5.475 M $ 20197 2025/03/31 414.360 K $ 13.58 %
2025/09/30 HON HONEYWELL INTL INC 0.20% 5.466 M $ 25968 2025/03/31 -594.368 K $ -9.61 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 0.20% 5.395 M $ 23693 2025/03/31 229.789 K $ 4.23 %
2025/09/30 LIN LINDE PLC 0.20% 5.327 M $ 11207 2025/03/31 63.822 K $ 1.24 %
2025/09/30 C CITIGROUP INC 0.20% 5.302 M $ 52239 2025/03/31 1.218 M $ 19.24 %
2025/09/30 ETN EATON CORP PLC 0.20% 5.299 M $ 14160 2025/03/31 235.098 K $ 4.83 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.20% 5.231 M $ 17821 2025/03/31 -278.421 K $ -4.83 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.19% 5.170 M $ 66481 2025/03/31 -29.333 K $ -0.56 %
2025/09/30 GEV GE VERNOVA INC 0.19% 5.130 M $ 8341 2025/03/31 706.322 K $ 16.20 %
2025/09/30 MCO MOODYS CORP 0.19% 5.067 M $ 10634 2025/03/31 -303.730 K $ -5.01 %
2025/09/30 NU NU HLDGS LTD 0.19% 4.993 M $ 311838 2025/03/31 713.600 K $ 16.69 %
2025/09/30 MCK MCKESSON CORP 0.19% 4.979 M $ 6445 2025/03/31 283.091 K $ 5.43 %