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BCV

Banque Cantonale Vaudoise Portfolio holdings

AUM $2.66B
1-Year Est. Return 26.89%
This Fund
S&P 500
This Quarter Est. Return
+4.99%
1 Year Est. Return
+26.89%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.8B
AUM Growth
+$133M
Cap. Flow
+$36.3M
Cap. Flow %
1.3%
Top 10 Hldgs %
37.04%
Holding
887
New
71
Increased
284
Reduced
346
Closed
64

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$30M
2
AMRZ
Amrize Ltd
AMRZ
+$9.29M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$5.69M
4
WDC icon
Western Digital
WDC
+$5.03M
5
PGR icon
Progressive
PGR
+$4.59M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$19.3M
2
MA icon
Mastercard
MA
+$10.5M
3
AAPL icon
Apple
AAPL
+$10.1M
4
RYOJ
rYojbaba Co Ltd
RYOJ
+$6.98M
5
NEM icon
Newmont
NEM
+$5.75M

Sector Composition

Rank Sector Weight
1 Technology 29.48%
2 Financials 22.1%
3 Healthcare 11.57%
4 Consumer Discretionary 7.35%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
26
Coca-Cola
KO
$354B
$14.2M 0.51%
203,626
-61,199
-23% -$4.27M
MS icon
27
Morgan Stanley
MS
$337B
$14.1M 0.5%
79,488
-2,578
-3% -$430K
GS icon
28
Goldman Sachs
GS
$313B
$13.9M 0.49%
15,768
-521
-3% -$425K
HD icon
29
Home Depot
HD
$332B
$13.2M 0.47%
38,283
-425
-1% -$156K
AMD icon
30
Advanced Micro Devices
AMD
$851B
$13M 0.46%
60,773
-7,676
-11% -$1.72M
ORCL icon
31
Oracle
ORCL
$331B
$12.7M 0.45%
64,896
+4,929
+8% +$1.17M
MRK icon
32
Merck
MRK
$324B
$12.6M 0.45%
119,905
+5,765
+5% +$541K
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.07T
$12.2M 0.44%
24,246
-178
-0.7% -$88.6K
WM icon
34
Waste Management
WM
$95.9B
$12.1M 0.43%
55,030
-1,579
-3% -$337K
ABT icon
35
Abbott
ABT
$180B
$12.1M 0.43%
96,352
+5,753
+6% +$733K
WMT icon
36
Walmart Inc
WMT
$871B
$12M 0.43%
107,344
-675
-0.6% -$72.5K
AMAT icon
37
Applied Materials
AMAT
$426B
$11.9M 0.42%
46,135
-3,497
-7% -$838K
JNJ icon
38
Johnson & Johnson
JNJ
$635B
$11.8M 0.42%
56,785
-14,505
-20% -$2.87M
PANW icon
39
Palo Alto Networks
PANW
$264B
$11.1M 0.4%
60,064
+6,275
+12% +$1.27M
CRM icon
40
Salesforce
CRM
$134B
$10.5M 0.37%
39,501
-2,104
-5% -$523K
GE icon
41
GE Aerospace
GE
$367B
$10.3M 0.37%
33,473
-4,179
-11% -$1.26M
MCD icon
42
McDonald's
MCD
$188B
$10M 0.36%
32,835
+3,618
+12% +$1.11M
TSM icon
43
TSMC
TSM
$2.09T
$9.78M 0.35%
32,195
-1,371
-4% -$402K
XOM icon
44
ExxonMobil
XOM
$651B
$9.71M 0.35%
80,647
-6,425
-7% -$745K
ADI icon
45
Analog Devices
ADI
$181B
$9.62M 0.34%
35,459
-311
-0.9% -$78.1K
WDC icon
46
Western Digital
WDC
$179B
$9.11M 0.33%
52,882
+33,158
+168% +$5.03M
ZTS icon
47
Zoetis
ZTS
$31.6B
$8.97M 0.32%
71,286
+5,480
+8% +$715K
LOW icon
48
Lowe's Companies
LOW
$116B
$8.92M 0.32%
36,986
-228
-0.6% -$54.7K
NFLX icon
49
Netflix
NFLX
$292B
$8.79M 0.31%
93,743
-34,217
-27% -$3.69M
WFC icon
50
Wells Fargo
WFC
$261B
$8.74M 0.31%
93,818
+23,572
+34% +$2.05M
1
2
3 4 5

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PCA
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PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
MG
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HI
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CCM
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WBG
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SFI
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Banque Cantonale Vaudoise's Q4 2025 Portfolio in Review

As of Q4 2025, Banque Cantonale Vaudoise held 887 positions worth $2.8B, up 5% from $2.67B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Banque Cantonale Vaudoise's Q4 2025 filing shows 71 new, 284 increased, 346 reduced and 64 closed positions. Its largest new stake was Gerdau: 800,000 shares worth $2.95M. The largest sale was NVIDIA, an estimated $19.3M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Financials and Healthcare.

  • Banque Cantonale Vaudoise's largest Q4 2025 buy was Gerdau: 800,000 shares worth $2.95M.
  • Banque Cantonale Vaudoise added most to Broadcom in Q4 2025, an estimated $30M increase.
  • Banque Cantonale Vaudoise's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $19.3M.
  • Banque Cantonale Vaudoise fully exited rYojbaba Co Ltd in Q4 2025, selling an estimated $6.98M.
  • Banque Cantonale Vaudoise's ten largest holdings make up 37% of its $2.8B portfolio in Q4 2025.
  • Banque Cantonale Vaudoise opened 71 new positions and closed 64 in Q4 2025.
  • Banque Cantonale Vaudoise's portfolio value rose 5% quarter-over-quarter to $2.8B.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2025, filed 6 Feb 2026.