1y return+20.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $133 against $133 in the S&P 500.2
Banque Cantonale VaudoiseS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Alcon AgCUSIP H01301128 | $78.4M | 10.9% | +3.1% |
| GOOGLAlphabet Inc | $77.2M | 10.7% | −15.5% |
| AVGOBroadcom Inc | $74.0M | 10.3% | −10.9% |
| Amrize LtdCUSIP H2927K103 | $60.3M | 8.3% | +20.8% |
| CATCaterpillar Inc | $28.6M | 4.0% | −3.7% |
| CSCOCisco Sys Inc | $24.6M | 3.4% | −20.6% |
| GOOGAlphabet Inc | $24.0M | 3.3% | −23.7% |
| ABBVAbbvie Inc | $22.5M | 3.1% | −5.2% |
| KOCoca Cola Co | $19.4M | 2.7% | +14.5% |
| Astrazeneca PLCCUSIP G0593M107 | $11.3M | 1.6% | New |
| Eaton Corp PLCCUSIP G29183103 | $9.5M | 1.3% | +15.4% |
| BMYBristol-myers Squibb Co | $7.9M | 1.1% | +20.5% |
| GLWCorning Inc | $7.4M | 1.0% | +108.2% |
| Chubb Ltd SwitzCUSIP H1467J104 | $7.3M | 1.0% | −7.1% |
| CCJCameco Corp | $7.2M | 1.0% | +2.8% |
| CCitigroup Inc | $7.2M | 1.0% | −22.9% |
| COSTCostco Wholesale Corporation | $7.0M | 1.0% | +29.6% |
| DELLDell Technologies Inc | $7.0M | 1.0% | −47.3% |
| CRWDCrowdstrike Hldgs Inc | $7.0M | 1.0% | −36.4% |
| MMM3m Co | $6.3M | 0.9% | −3.7% |
| CMICummins Inc | $6.2M | 0.9% | −27.1% |
| DEDeere & Co | $6.1M | 0.8% | −36.4% |
| TAt&t Inc | $5.9M | 0.8% | |
| CIENCiena Corp | $5.7M | 0.8% | −15.4% |
| CLColgate Palmolive Co | $5.3M | 0.7% | +10.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | March 31, 2025 | +458.0% | $7.4M |
| DELLDell Technologies Inc | March 31, 2025 | +373.4% | $7.0M |
| CATCaterpillar Inc | March 31, 2025 | +222.9% | $28.6M |
| CCJCameco Corp | March 31, 2025 | +147.5% | $7.2M |
| GOOGLAlphabet Inc | March 31, 2025 | +131.1% | $77.2M |
| CMICummins Inc | March 31, 2025 | +127.5% | $6.2M |
| GOOGAlphabet Inc | March 31, 2025 | +126.2% | $24.0M |
| AVGOBroadcom Inc | March 31, 2025 | +125.6% | $74.0M |
| NETCloudflare Inc | March 31, 2025 | +117.7% | $5.2M |
| CRWDCrowdstrike Hldgs Inc | March 31, 2025 | +116.4% | $7.0M |
Sold off last quarter
- AAPLApple Inc was $85.9M
- AMZNAmazon Com Inc was $49.2M
- AMATApplied Matls Inc was $15.5M
- AMDAdvanced Micro Devices Inc was $13.4M
- BRK/BBerkshire Hathaway Inc Del was $12.4M
- BACBank America Corp was $8.8M
- ABTAbbott Labs was $8.1M
- ADIAnalog Devices Inc was $7.8M
- ANETArista Networks Inc was $7.2M
- AMGNAmgen Inc was $6.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.6% | +14.8% |
| March 31, 2026 | −5.4% | −4.6% |
| December 31, 2025 | +3.3% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| December 31, 2024 | +0.0% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | +2.8% | +4.0% |
| March 31, 2024 | +7.2% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +5.9% | +7.0% |
| December 31, 2022 | +10.1% | +7.1% |
| September 30, 2022 | −7.3% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Banque Cantonale Vaudoise Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1793755&type=13F-HR&dateb=&owner=include&count=40CIK 1793755
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1793755/000179375526000006/Filed July 31, 2026 · accession 0001793755-26-000006