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Portfolio (Quarterly) Guide ↗

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

· CIK 0000109380
13F Portfolio $1.7B AUM 1,636 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1629 New
Page 69 of 82  ·  1,629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 Liberty Media Corp Del 16.0 $1K NEW $87.56
1362 CHE Chemed Corp New Healthcare 3.0 $1K NEW $465.67 +16.3%
1363 BAH Booz Allen Hamilton Hldg Corp Industrials 23.0 $1K NEW $60.65 +24.0%
1364 NFG National Fuel Gas CO Energy 18.0 $1K NEW $77.22 +6.8%
1365 ARWR Arrowhead Pharmaceuticals Inc. Healthcare 17.0 $1K NEW $81.53 +6.4%
1366 KREF KKR Real Estate Fin Tr Inc Real Estate 202.0 $1K NEW $6.84 +9.8%
1367 ATRO Astronics Corp Industrials 17.0 $1K NEW $81.24 -8.0%
1368 SITE Siteone Landscape Supply Inc Industrials 12.0 $1K NEW $114.42 -16.7%
1369 EYE National Vision Hldgs Inc Consumer Cyclical 72.0 $1K NEW $19.01 -4.1%
1370 PTEN Patterson-UTI Energy Inc Energy 149.0 $1K NEW $9.18 +29.2%
1371 RRR Red Rock Resorts Inc Consumer Cyclical 21.0 $1K NEW $65.05 -6.6%
1372 VRDN Viridian Therapeutics Inc Healthcare 74.0 $1K NEW $18.36 +30.8%
1373 LIBERTY CAP CORP SER C GCI GRO 63.0 $1K NEW $21.56
1374 BGC BGC Group Inc Class A Financial Services 126.0 $1K NEW $10.69 +11.8%
1375 DSGR Lawson Products Inc Industrials 49.0 $1K NEW $27.35 +27.3%
1376 QDEL Quidelortho Corp Healthcare 76.0 $1K NEW $17.51 -17.3%
1377 CAE CAE, Inc Industrials 53.0 $1K NEW $25.06 -1.3%
1378 SKY Champion Homes Inc Consumer Cyclical 15.0 $1K NEW $88.13 +3.9%
1379 R Ryder Systems Inc Industrials 5.0 $1K NEW $263.80 -7.2%
1380 FHN First Horizon Corporation Financial Services 51.0 $1K NEW $25.65 -4.4%
Page 69 of 82  ·  1,629 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.8%
Healthcare 12.5%
Financial Services 12.1%
Industrials 9.3%
Consumer Defensive 7.6%
Utilities 6.9%
Consumer Cyclical 5.9%
Communication Services 5.2%
Energy 5.1%
Real Estate 3.6%