Banque Cantonale Vaudoise
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Banque Cantonale Vaudoise reported 749 stock positions worth $2.4 billion. Its top holding was UBS Group AG-Reg (UBS) at 8.6% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Nvidia (NVDA, 4.5%). Compared with Q2 2024, it opened 53 new positions, sold out of 290, added to 245 and reduced 352. The biggest buy was Broadcom (AVGO, shares +48%) and the biggest sale an exit from Philip Morris International (PM).
- Most Recent 13F
- Q2 2026
- Location
- LAUSANNE, V8
- CIK
- 0001793755
- Portfolio Value
- $2.4B (Q3 2024)
- SEC Filing
- 0001793755-24-000009 ↗ filed Nov 8, 2024
Holdings Value
Holdings 749 stocks · $2.4B
| UBS UBS Group AG-Reg | 8.64% | 6,792,649 | $209.8M | Reduce -11.0% |
| MSFT Microsoft Corp. | 4.63% | 261,452 | $112.5M | Reduce -5.3% |
| NVDA Nvidia Corp. | 4.53% | 906,575 | $110.1M | Add +4.1% |
| AAPL Apple Inc. | 4.45% | 463,903 | $108.1M | Reduce -12.5% |
| ALC Alcon Inc. filed as ALCON AG | 4.25% | 1,033,385 | $103.3M | Reduce -13.5% |
| AMZN Amazon.com Inc. | 1.96% | 255,355 | $47.6M | Add +11.0% |
| GOOGL Alphabet Inc. Class A | 1.87% | 273,630 | $45.4M | Reduce -7.0% |
| V Visa Inc. Class A | 1.37% | 120,929 | $33.2M | Add +21.0% |
| KO The Coca-Cola Co. | 1.10% | 373,460 | $26.8M | Reduce -17.0% |
| AVGO Broadcom Inc. | 1.08% | 151,627 | $26.2M | Add +47.8% |
| LOGI Logitech International-Reg | 0.99% | 268,106 | $24.0M | Reduce -37.3% |
| META Meta Platforms Inc. Class A | 0.97% | 41,222 | $23.6M | Reduce -7.4% |
| MA Mastercard Inc. Class A | 0.90% | 44,133 | $21.8M | Add +13.9% |
| UNH Unitedhealth Group Inc. | 0.89% | 36,773 | $21.5M | Reduce -17.0% |
| CSCO Cisco Systems Inc. | 0.82% | 375,894 | $20.0M | Add +13.5% |
| LLY Eli Lilly & Co. | 0.82% | 22,522 | $20.0M | Reduce -2.8% |
| HD Home Depot Inc. | 0.79% | 47,559 | $19.3M | Add +2.0% |
| MBB iShares MBS ETF | 0.79% | 199,850 | $19.1M | Add +22.3% |
| JPM JPMorgan Chase & Co. | 0.77% | 89,119 | $18.8M | Add +3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 34,699 | $16.9M | Add +93.4% |
| ZTS Zoetis Inc. | 0.66% | 82,320 | $16.1M | Add +2.2% |
| VZ Verizon Communications Inc. | 0.64% | 344,367 | $15.5M | Add +21.6% |
| ADBE Adobe Inc. | 0.63% | 29,547 | $15.3M | Add +11.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 67,735 | $15.0M | Reduce -17.2% |
| TSLA Tesla Inc. | 0.55% | 51,103 | $13.4M | Reduce -0.8% |
| CRM Salesforce Inc. | 0.55% | 48,742 | $13.3M | Reduce -16.5% |
| AMD Advanced Micro Devices | 0.55% | 80,981 | $13.3M | Reduce -14.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 330,875 | $13.1M | Add +175.3% |
| GOOG Alphabet Inc. Class C | 0.54% | 78,320 | $13.1M | Add +43.1% |
| MCD McDonald's Corp. | 0.54% | 42,829 | $13.0M | Add +25.7% |
| PG The Procter & Gamble Co. | 0.52% | 72,500 | $12.6M | Reduce -14.7% |
| GILD Gilead Sciences Inc. | 0.51% | 148,490 | $12.4M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.51% | 61,434 | $12.4M | Add +34.0% |
| INTU Intuit Inc. | 0.51% | 19,906 | $12.4M | Add +4.5% |
| TXN Texas Instruments Inc. | 0.50% | 58,295 | $12.0M | Reduce -7.6% |
| TT Trane Technologies PLC | 0.47% | 29,176 | $11.3M | Add +9.0% |
| PFE Pfizer Inc. | 0.46% | 385,284 | $11.2M | Reduce -17.2% |
| GE General Electric filed as GE AEROSPACE | 0.46% | 58,997 | $11.1M | Add +8.2% |
| NOW ServiceNow Inc. | 0.45% | 12,295 | $11.0M | Add +24.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 18,995 | $10.9M | Add +20.0% |
| CAT Caterpillar Inc. | 0.45% | 27,845 | $10.9M | Add +21.8% |
| IWM iShares Russell 2000 ETF | 0.44% | 48,216 | $10.7M | Add +172.0% |
| ABT Abbott Laboratories | 0.44% | 93,360 | $10.6M | Add +173.3% |
| CVX Chevron Corp. | 0.44% | 72,017 | $10.6M | Add +13.9% |
| NEE Nextera Energy Inc. | 0.44% | 125,463 | $10.6M | Add +14.8% |
| JNJ Johnson & Johnson | 0.42% | 63,643 | $10.3M | Reduce -20.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 57,672 | $10.0M | Reduce -10.9% |
| MRK Merck & Co. Inc. | 0.41% | 87,419 | $9.9M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 21,230 | $9.8M | Reduce -34.2% |
| UNP Union Pacific Corp. | 0.40% | 39,385 | $9.7M | Add +14.6% |
| WM Waste Management Inc. | 0.40% | 46,618 | $9.7M | Add +17.2% |
| ORCL Oracle Corp. | 0.40% | 56,311 | $9.6M | Add +46.2% |
| ABBV Abbvie Inc. | 0.39% | 48,408 | $9.6M | Add +10.6% |
| ECL Ecolab Inc. | 0.38% | 36,375 | $9.3M | Reduce -4.6% |
| AXP American Express Co. | 0.36% | 32,323 | $8.8M | Add +2.4% |
| ACN Accenture PLC Class A | 0.36% | 24,758 | $8.8M | Add +7.4% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 161,522 | $8.4M | Reduce -2.9% |
| PGR Progressive Corp. | 0.34% | 32,883 | $8.3M | Add +56.8% |
| ELV Elevance Health Inc. | 0.33% | 15,384 | $8.0M | Add +32.7% |
| XOM Exxon Mobil Corp. | 0.32% | 67,225 | $7.9M | Reduce -25.2% |
| MS Morgan Stanley | 0.32% | 74,309 | $7.7M | Add +16.3% |
| WMT Walmart Inc. | 0.32% | 94,754 | $7.7M | Add +12.1% |
| HON Honeywell International Inc. | 0.31% | 36,746 | $7.6M | Add +43.9% |
| MMM 3M Co. | 0.30% | 54,179 | $7.4M | Reduce -11.8% |
| DE Deere & Co. | 0.30% | 17,683 | $7.4M | Add +29.0% |
| SPGI S&P Global Inc. | 0.30% | 14,104 | $7.3M | Add +45.3% |
| PEG Public Service Enterprise GP | 0.30% | 80,901 | $7.2M | Add +11.2% |
| XOP SS SPDR S&P Og Exp & Prod | 0.30% | 54,563 | $7.2M | Reduce -1.9% |
| FTV Fortive Corp. | 0.29% | 90,791 | $7.2M | Add +24.9% |
| C Citigroup Inc. | 0.29% | 113,494 | $7.1M | Add +12.8% |
| ADP Automatic Data Processing | 0.29% | 25,339 | $7.0M | Add +6.5% |
| DUK Duke Energy Corp. | 0.28% | 59,105 | $6.8M | Add +57.7% |
| AMGN Amgen Inc. | 0.28% | 21,142 | $6.8M | Reduce -35.4% |
| LUOKUNG TECHNOLOGY CORP | 0.28% | 15,425 | $6.7M | Reduce -0.5% |
| DHR Danaher Corp. | 0.27% | 23,762 | $6.6M | Reduce -5.9% |
| FSLR First Solar Inc. | 0.27% | 26,047 | $6.5M | Add +26.4% |
| IDXX Idexx Laboratories Inc. | 0.27% | 12,798 | $6.5M | Add +1.4% |
| EQIX Equinix Inc. | 0.26% | 7,219 | $6.4M | Add +9.0% |
| HPE Hewlett Packard Enterprise | 0.26% | 309,189 | $6.3M | Add +29.2% |
| NXPI NXP Semiconductors NV | 0.26% | 25,850 | $6.2M | Add +60.2% |
| ACGL Arch Capital Group Ltd. | 0.26% | 55,423 | $6.2M | Add +172.2% |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 0.25% | 206,000 | $6.1M | No change |
| GIS General Mills Inc. | 0.25% | 82,919 | $6.1M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.25% | 6,907 | $6.1M | Add +43.0% |
| LRCX Lam Research Corp. | 0.25% | 7,450 | $6.1M | Reduce -12.6% |
| PANW Palo Alto Networks Inc. | 0.25% | 17,749 | $6.1M | Reduce -19.3% |
| KHC The Kraft Heinz Co. | 0.25% | 170,511 | $6.0M | Add +52.5% |
| AMT American Tower Corp. | 0.25% | 25,715 | $6.0M | Add +46.8% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 9,597 | $5.9M | Reduce -4.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.24% | 5,707 | $5.9M | Add +6.3% |
| KR Kroger Co. | 0.24% | 102,777 | $5.9M | Reduce -15.7% |
| PEP Pepsico Inc. | 0.24% | 34,009 | $5.8M | Reduce -15.2% |
| XYL Xylem Inc. | 0.24% | 42,713 | $5.8M | Add +13.9% |
| CRH CRH PLC | 0.23% | 61,417 | $5.7M | Add +2.4% |
| ARCC Ares Capital Corp. | 0.23% | 266,903 | $5.6M | Add +35.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.23% | 76,953 | $5.5M | Add +25.1% |
| SYK Stryker Corp. | 0.23% | 15,186 | $5.5M | Reduce -7.0% |
| FTNT Fortinet Inc. | 0.23% | 70,567 | $5.5M | Add +3.7% |
| DECK Deckers Outdoor Corp. | 0.22% | 34,206 | $5.5M | Add +38.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 56,321 | $5.4M | Reduce -5.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DSX.WS Diana Shipping Inc.-28 | *W EXP 12/14/202 | 2,913 | $1K | No change |
Total filed on the 13F, all lines: $2.4B.
Portfolio Sells Q2 2024 → Q3 2024
| PM Philip Morris International | Sold out | 0.00% | −5.21 |
| LOGI Logitech International-Reg | Reduce -37.3% | 0.99% | −0.66 |
| UBS UBS Group AG-Reg | Reduce -11.0% | 8.64% | −0.31 |
| EWC iShares MSCI Canada ETF | Reduce -99.7% | 0.00% | −0.29 |
| MSFT Microsoft Corp. | Reduce -5.3% | 4.63% | −0.29 |
| INTC Intel Corp. | Reduce -51.9% | 0.17% | −0.28 |
| GOOGL Alphabet Inc. Class A | Reduce -7.0% | 1.87% | −0.27 |
| FERG Ferguson Jersey Ltd. | Sold out | 0.00% | −0.14 |
| AMGN Amgen Inc. | Reduce -35.4% | 0.28% | −0.13 |
| SNPS Synopsys Inc. | Reduce -59.8% | 0.07% | −0.13 |
| SCHW Schwab (charles) Corp. | Reduce -87.9% | 0.02% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -34.2% | 0.40% | −0.12 |
| NI Nisource Inc. | Sold out | 0.00% | −0.11 |
| LRCX Lam Research Corp. | Reduce -12.6% | 0.25% | −0.11 |
| MO Altria Group Inc. | Reduce -92.0% | 0.01% | −0.10 |
| PTC PTC Inc. | Reduce -88.3% | 0.01% | −0.10 |
| RF Regions Financial Corp. | Sold out | 0.00% | −0.10 |
| LYB Lyondellbasell Indu Class A | Reduce -84.0% | 0.02% | −0.10 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.10 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.09 |
| PROSHARES TR | Sold out | 0.00% | −0.09 |
| NKE Nike Inc. Class B | Reduce -67.9% | 0.06% | −0.09 |
| JCI Johnson Controls Internation | Reduce -76.3% | 0.04% | −0.09 |
| CNH CNH Industrial NV | Reduce -73.1% | 0.04% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -25.2% | 0.32% | −0.09 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.09 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.09 |
| MRNA Moderna Inc. | Reduce -32.0% | 0.05% | −0.08 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.08 |
| BURL Burlington Stores Inc. | Sold out | 0.00% | −0.08 |
| PSX Phillips 66 | Reduce -45.6% | 0.08% | −0.08 |
| WDAY Workday Inc. Class A | Reduce -75.4% | 0.03% | −0.08 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.07 |
| A Agilent Technologies Inc. | Reduce -97.5% | 0.00% | −0.07 |
| IP International Paper Co. | Reduce -83.7% | 0.02% | −0.07 |
| KWEB Kranesh Csi China Internet | Reduce -86.6% | 0.01% | −0.07 |
| WST West Pharmaceutical Services | Reduce -65.2% | 0.03% | −0.07 |
| SYF Synchrony Financial | Reduce -42.0% | 0.12% | −0.07 |
| AMD Advanced Micro Devices | Reduce -14.6% | 0.55% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -61.2% | 0.05% | −0.06 |
| MCK McKesson Corp. | Reduce -17.0% | 0.16% | −0.06 |
| PFE Pfizer Inc. | Reduce -17.2% | 0.46% | −0.06 |
| NUE Nucor Corp. | Reduce -39.8% | 0.09% | −0.06 |
| SOXX iShares Semiconductor ETF | Reduce -40.8% | 0.08% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -67.3% | 0.03% | −0.06 |
| HACK Amplify Cybersecurity ETF | Sold out | 0.00% | −0.05 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.05 |
| FIS Fidelity National Info Serv | Reduce -93.0% | 0.00% | −0.05 |
| LII Lennox International Inc. | Reduce -37.1% | 0.15% | −0.05 |
| SBAC SBA Communications Corp. | Reduce -64.2% | 0.04% | −0.05 |
Portfolio Buys Q2 2024 → Q3 2024
| AVGO Broadcom Inc. | Add +47.8% | 1.08% | +0.42 |
| QQQ Invesco QQQ Trust Series 1 | Add +93.4% | 0.70% | +0.35 |
| BAC Bank of America Corp. | Add +175.3% | 0.54% | +0.35 |
| V Visa Inc. Class A | Add +21.0% | 1.37% | +0.32 |
| ABT Abbott Laboratories | Add +173.3% | 0.44% | +0.30 |
| IWM iShares Russell 2000 ETF | Add +172.0% | 0.44% | +0.30 |
| NVDA Nvidia Corp. | Add +4.1% | 4.53% | +0.24 |
| MA Mastercard Inc. Class A | Add +13.9% | 0.90% | +0.22 |
| CSCO Cisco Systems Inc. | Add +13.5% | 0.82% | +0.20 |
| MCD McDonald's Corp. | Add +25.7% | 0.54% | +0.19 |
| MBB iShares MBS ETF | Add +22.3% | 0.79% | +0.19 |
| AMZN Amazon.com Inc. | Add +11.0% | 1.96% | +0.19 |
| PNR Pentair PLC | Add +1034.5% | 0.20% | +0.19 |
| ORCL Oracle Corp. | Add +46.2% | 0.40% | +0.18 |
| ACGL Arch Capital Group Ltd. | Add +172.2% | 0.26% | +0.17 |
| VZ Verizon Communications Inc. | Add +21.6% | 0.64% | +0.17 |
| PGR Progressive Corp. | Add +56.8% | 0.34% | +0.17 |
| VRTX Vertex Pharmaceuticals Inc. | Add +354.2% | 0.21% | +0.17 |
| HD Home Depot Inc. | Add +2.0% | 0.79% | +0.15 |
| MET Metlife Inc. | Add +426.4% | 0.17% | +0.15 |
| RJF Raymond James Financial Inc. | New | 0.15% | +0.15 |
| CAT Caterpillar Inc. | Add +21.8% | 0.45% | +0.14 |
| STZ Constellation Brands Inc. Class A | Add +274.2% | 0.19% | +0.14 |
| NOW ServiceNow Inc. | Add +24.1% | 0.45% | +0.14 |
| WMB Williams Cos Inc. | Add +402.9% | 0.17% | +0.14 |
| MSI Motorola Solutions Inc. | Add +452.0% | 0.17% | +0.14 |
| ADI Analog Devices Inc. | Add +259.7% | 0.19% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +43.1% | 0.54% | +0.14 |
| DUK Duke Energy Corp. | Add +57.7% | 0.28% | +0.13 |
| NEE Nextera Energy Inc. | Add +14.8% | 0.44% | +0.13 |
| PNC PNC Financial Services Group | Add +91.4% | 0.22% | +0.13 |
| SPGI S&P Global Inc. | Add +45.3% | 0.30% | +0.13 |
| WELL Welltower Inc. | Add +97.1% | 0.21% | +0.12 |
| HUBB Hubbell Inc. | Add +375.3% | 0.14% | +0.12 |
| TT Trane Technologies PLC | Add +9.0% | 0.47% | +0.12 |
| CBOE Cboe Global Markets Inc. | Add +117.2% | 0.18% | +0.11 |
| GE General Electric | Add +8.2% | 0.46% | +0.11 |
| AMT American Tower Corp. | Add +46.8% | 0.25% | +0.11 |
| GILD Gilead Sciences Inc. | Add +0.1% | 0.51% | +0.11 |
| VRSK Verisk Analytics Inc. | Add +332.5% | 0.14% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +20.0% | 0.45% | +0.11 |
| ZTS Zoetis Inc. | Add +2.2% | 0.66% | +0.11 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +185.3% | 0.15% | +0.10 |
| KHC The Kraft Heinz Co. | Add +52.5% | 0.25% | +0.10 |
| HTHT H World Group Ltd.-ADR | Add +101.8% | 0.18% | +0.10 |
| DE Deere & Co. | Add +29.0% | 0.30% | +0.10 |
| AKAM Akamai Technologies Inc. | Add +86.8% | 0.18% | +0.10 |
| STT State Street Corp. | Add +118.8% | 0.16% | +0.10 |
| HON Honeywell International Inc. | Add +43.9% | 0.31% | +0.10 |
| ABBV Abbvie Inc. | Add +10.6% | 0.39% | +0.09 |
Options Activity Q2 2024 → Q3 2024
| TSLA Tesla Inc. | call | Sold out | 9 | $178Kbefore exit |
| SNOW Snowflake Inc. | call | Sold out | 10 | $135Kbefore exit |
| UBER Uber Technologies Inc. | call | Sold out | 15 | $109Kbefore exit |
| BABA Alibaba Group Holding-SP ADR | call | Sold out | 10 | $72Kbefore exit |
| SHOP Shopify Inc. Class A | call | Sold out | 10 | $66Kbefore exit |
| MTCH Match Group Inc. | call | Sold out | 20 | $60Kbefore exit |
| BMEA Biomea Fusion Inc. | call | Sold out | 20 | $9Kbefore exit |
| INVZ Innoviz Technologies Ltd. | call | Sold out | 50 | $5Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | Sold out | 424 | $5Kbefore exit |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 93 | $4Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 815 | $2.4B | UBS, NVDA, MSFT, ALC, GOOGL |
| Q1 2026 | 874 | $2.7B | UBS, NVDA, AAPL, MSFT, ALC |
| Q4 2025 | 822 | $2.8B | UBS, NVDA, AAPL, MSFT, ALC |
| Q3 2025 | 815 | $2.7B | UBS, NVDA, AAPL, MSFT, ALC |
| Q2 2025 | 790 | $2.5B | UBS, NVDA, MSFT, ALC, AAPL |
| Q1 2025 | 832 | $2.3B | UBS, ALC, MSFT, AAPL, NVDA |
| Q3 2024 | 749 | $2.4B | UBS, MSFT, NVDA, AAPL, ALC |
| Q2 2024 | 986 | $2.5B | UBS, PM, MSFT, AAPL, NVDA |
| Q1 2024 | 984 | $2.6B | UBS, PM, MSFT, NVDA, ALC |