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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 57 of 82  ·  1,629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 RNR Renaissancere Holdings LTD (Be Financial Services 13.0 $4K NEW $316.92 +4.7%
1122 CWH Camping World Hldgs Inc Consumer Cyclical 540.0 $4K NEW $7.63 -15.1%
1123 MARA Mara Holdings Inc Financial Services 296.0 $4K NEW $13.89 -16.7%
1124 KAI Kadant Inc Industrials 13.0 $4K NEW $314.23 -2.7%
1125 GLRE Greenlight Capital Financial Services 252.0 $4K NEW $16.18 -3.9%
1126 GKOS Glaukos Corp Healthcare 29.0 $4K NEW $139.76 +27.3%
1127 BTSG Brightspring Health Svcs Inc Healthcare 58.0 $4K NEW $69.74 -15.8%
1128 FORM Formfactor Inc Technology 25.0 $4K NEW $159.92 -32.4%
1129 RUM Rum Group Inc. Technology 629.0 $4K NEW $6.34 +48.4%
1130 OLED Universal Display Corp Technology 46.0 $4K NEW $86.59 +3.4%
1131 REZI Resideo Technologies Inc Industrials 128.0 $4K NEW $31.10 -36.6%
1132 RNG RingCentral Inc Technology 102.0 $4K NEW $38.98 +66.1%
1133 DTM DT Midstream Inc Energy 27.0 $4K NEW $146.74 -10.9%
1134 SKT Tanger Factory Outlet Center Real Estate 100.0 $4K NEW $39.47 -2.8%
1135 SPXC Spx Technologies Inc Industrials 16.0 $4K NEW $245.19 -15.7%
1136 SHBI Shore Bancshares Inc. Financial Services 170.0 $4K NEW $22.95 +0.9%
1137 ZBH Zimmer Biomet Hldgs Inc Com Healthcare 45.0 $4K NEW $86.09 +16.7%
1138 MOS Mosaic Co New Basic Materials 181.0 $4K NEW $21.19 +18.3%
1139 ALGM Allegro Microsystems Inc Technology 55.0 $4K NEW $69.62 -46.5%
1140 NUVL Nuvalent Inc Healthcare 31.0 $4K NEW $123.52 +0.4%
Page 57 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%