Banque Cantonale Vaudoise Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$2.7B

Holdings

816

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (816 positions)

#StockSharesValue% PortfolioType
1
UBSUBS GROUP AG
6,760,992$276.2M10.35%
2
NVDANVIDIA CORPORATION
709,072$132.3M4.96%
3
AAPLAPPLE INC
429,119$109.3M4.10%
4
MSFTMICROSOFT CORP
208,061$107.8M4.04%
5
ALCALCON AG
1,039,411$77.4M2.90%
6
AMZNAMAZON COM INC
307,408$67.5M2.53%
7
GOOGLALPHABET INC
274,198$66.7M2.50%
8
VVISA INC
141,677$48.4M1.81%
9
AVGOBROADCOM INC
132,829$43.8M1.64%
10
LOGILOGITECH INTL S A
356,926$38.9M1.46%
11
METAMETA PLATFORMS INC
45,288$33.3M1.25%
12
AMRZAMRIZE LTD
623,494$30.1M1.13%
13
NDQINVESCO QQQ TR
48,622$29.2M1.09%
14
JPMJPMORGAN CHASE & CO.
85,764$27.1M1.01%
15
MBBISHARES TR
251,000$23.9M0.90%
16
TSLATESLA INC
50,697$22.5M0.85%
17
GOOGALPHABET INC
92,442$22.5M0.84%
18
BACBANK AMERICA CORP
391,133$20.2M0.76%
19
CSCOCISCO SYS INC
285,029$19.5M0.73%
20
MAMASTERCARD INCORPORATED
33,883$19.3M0.72%
21
PGPROCTER AND GAMBLE CO
119,347$18.3M0.69%
22
IBMINTERNATIONAL BUSINESS MACHS
62,304$17.6M0.66%
23
KOCOCA COLA CO
264,825$17.6M0.66%
24
ABBVABBVIE INC
75,303$17.4M0.65%
25
ORCLORACLE CORP
59,967$16.9M0.63%
26
LLYELI LILLY & CO
21,043$16.1M0.60%
27
HDHOME DEPOT INC
38,708$15.7M0.59%
28
NFLXNETFLIX INC
12,796$15.3M0.58%
29
CATCATERPILLAR INC
30,807$14.7M0.55%
30
JNJJOHNSON & JOHNSON
71,290$13.2M0.50%
31
DWDMORGAN STANLEY
82,066$13.0M0.49%
32
GSGOLDMAN SACHS GROUP INC
16,289$13.0M0.49%
33
WMWASTE MGMT INC DEL
56,609$12.5M0.47%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
24,424$12.3M0.46%
35
ABTABBOTT LABS
90,599$12.1M0.45%
36
GEGE AEROSPACE
37,652$11.3M0.42%
37
WMTWALMART INC
108,019$11.1M0.42%
38
AMDADVANCED MICRO DEVICES INC
68,449$11.1M0.42%
39
PANWPALO ALTO NETWORKS INC
53,789$11.0M0.41%
40
SPYSPDR S&P 500 ETF TR
16,134$10.7M0.40%
41
AMATAPPLIED MATLS INC
49,632$10.2M0.38%
42
CRMSALESFORCE INC
41,605$9.9M0.37%
43
XOMEXXON MOBIL CORP
87,072$9.8M0.37%
44
ZTSZOETIS INC
65,806$9.6M0.36%
45
MRKMERCK & CO INC
114,140$9.6M0.36%
46
NOWSERVICENOW INC
10,407$9.6M0.36%
47
TSMTAIWAN SEMICONDUCTOR MFG LTD
33,566$9.4M0.35%
48
LOWLOWES COS INC
37,214$9.4M0.35%
49
GILDGILEAD SCIENCES INC
80,278$8.9M0.33%
50
MCDMCDONALDS CORP
29,217$8.9M0.33%
51
NEMNEWMONT CORP
104,384$8.8M0.33%
52
ADIANALOG DEVICES INC
35,770$8.8M0.33%
53
DEDEERE & CO
18,847$8.6M0.32%
54
BACVERIZON COMMUNICATIONS INC
192,039$8.4M0.32%
55
UNPUNION PAC CORP
34,228$8.1M0.30%
56
TXNTEXAS INSTRS INC
43,886$8.1M0.30%
57
CVXCHEVRON CORP NEW
51,808$8.0M0.30%
58
SYKSTRYKER CORPORATION
20,935$7.7M0.29%
59
INTUINTUIT
11,105$7.6M0.28%
60
STXSEAGATE TECHNOLOGY HLDNGS PL
32,125$7.6M0.28%
61
IWMISHARES TR
30,971$7.5M0.28%
62
AXPAMERICAN EXPRESS CO
22,030$7.3M0.27%
63
ZSZSCALER INC
24,339$7.3M0.27%
64
ANETARISTA NETWORKS INC
49,872$7.3M0.27%
65
SPGIS&P GLOBAL INC
14,684$7.1M0.27%
66
WELLWELLTOWER INC
39,888$7.1M0.27%
67
NETCLOUDFLARE INC
33,110$7.1M0.27%
68
RYOJBABA CO LTD
144,936$7.0M0.26%
69
LRCXLAM RESEARCH CORP
51,441$6.9M0.26%
70
BKNGBOOKING HOLDINGS INC
1,252$6.8M0.25%
71
ISRGINTUITIVE SURGICAL INC
14,816$6.6M0.25%
72
MMM3M CO
42,475$6.6M0.25%
73
AUANGLOGOLD ASHANTI PLC
93,449$6.6M0.25%
74
ADBEADOBE INC
18,607$6.6M0.25%
75
TTTRANE TECHNOLOGIES PLC
15,453$6.5M0.24%
76
QCOMQUALCOMM INC
38,861$6.5M0.24%
77
NEENEXTERA ENERGY INC
85,481$6.5M0.24%
78
TAT&T INC
216,031$6.1M0.23%
79
INTCINTEL CORP
180,915$6.1M0.23%
80
COSTCOSTCO WHSL CORP NEW
6,510$6.0M0.23%
81
WFCWELLS FARGO CO NEW
70,246$5.9M0.22%
82
SPYDSPDR SERIES TRUST
132,000$5.8M0.22%
83
ECLECOLAB INC
21,058$5.8M0.22%
84
BMYBRISTOL-MYERS SQUIBB CO
127,772$5.8M0.22%
85
CMICUMMINS INC
13,510$5.7M0.21%
86
BKBANK NEW YORK MELLON CORP
52,346$5.7M0.21%
87
JCIJOHNSON CTLS INTL PLC
51,423$5.7M0.21%
88
UNHUNITEDHEALTH GROUP INC
15,950$5.5M0.21%
89
SOXXISHARES TR
20,197$5.5M0.21%
90
HONHONEYWELL INTL INC
25,968$5.5M0.20%
91
NXPINXP SEMICONDUCTORS N V
23,693$5.4M0.20%
92
LINLINDE PLC
11,207$5.3M0.20%
93
TRVCCITIGROUP INC
52,239$5.3M0.20%
94
ETNEATON CORP PLC
14,160$5.3M0.20%
95
ADPAUTOMATIC DATA PROCESSING IN
17,821$5.2M0.20%
96
EWEDWARDS LIFESCIENCES CORP
66,481$5.2M0.19%
97
GEVGE VERNOVA INC
8,341$5.1M0.19%
98
MCOMOODYS CORP
10,634$5.1M0.19%
99
NUNU HLDGS LTD
311,838$5.0M0.19%
100
MCKMCKESSON CORP
6,445$5.0M0.19%
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