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Portfolio (Quarterly) Guide ↗

Zurcher Kantonalbank (Zurich Cantonalbank)

· CIK 0001368163
13F Portfolio $46.3B AUM 2,545 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 97 New 1277 Added 521 Reduced 109 Exited
Page 11 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ALLE ALLEGION PLC Industrials 126,614.0 $20.2M 0.04% +13K +11.6% $159.22 -18.1%
202 PAYX PAYCHEX INC Industrials 178,571.0 $20.0M 0.04% +40K +28.8% $112.18 -13.5%
203 CCL CARNIVAL CORP Consumer Cyclical 654,946.0 $20.0M 0.04% +59K +10.0% $30.54 -14.9%
204 STLA STELLANTIS N.V Consumer Cyclical 1,803,310.0 $19.9M 0.04% +299K +19.9% $11.04 -31.1%
205 TME TENCENT MUSIC ENTMT GROUP Communication Services 1,130,608.0 $19.8M 0.04% +911K +414.3% $17.53 -49.7%
206 TSCO TRACTOR SUPPLY CO Consumer Cyclical 396,045.0 $19.8M 0.04% +45K +12.8% $50.01 -36.8%
207 WMS ADVANCED DRAIN SYS INC DEL Industrials 136,270.0 $19.7M 0.04% +64K +87.7% $144.83 -8.2%
208 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 59,916.0 $19.7M 0.04% +9K +16.6% $328.60 -21.7%
209 PCG PG&E CORP Utilities 1,207,973.0 $19.4M 0.04% +83K +7.4% $16.07 +2.6%
210 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 1,079,145.0 $19.1M 0.04% +17K +1.6% $17.69 -18.5%
211 GDDY GODADDY INC Technology 153,028.0 $19.0M 0.04% +42K +37.7% $124.08 -27.1%
212 MSI MOTOROLA SOLUTIONS INC Technology 49,389.0 $18.9M 0.04% +4K +9.1% $383.32 +5.4%
213 BLOCK INC 286,928.0 $18.7M 0.04% +4K +1.5% $65.09
214 CNC CENTENE CORP DEL Healthcare 445,561.0 $18.3M 0.04% +261K +141.9% $41.15 +43.7%
215 TOST TOAST INC Technology 514,992.0 $18.3M 0.04% +53K +11.5% $35.51 -34.8%
216 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 585,686.0 $18.3M 0.04% +18K +3.1% $31.21 +9.2%
217 SJM SMUCKER J M CO Consumer Defensive 184,104.0 $18.0M 0.04% +104K +130.7% $97.81 +5.7%
218 HUBS HUBSPOT INC Technology 44,583.0 $17.9M 0.04% +18K +65.9% $401.30 -49.7%
219 CPRT COPART INC Industrials 456,870.0 $17.9M 0.04% +231K +102.2% $39.15 -13.7%
220 DOV DOVER CORP Industrials 90,993.0 $17.8M 0.04% +2K +2.5% $195.24 +7.5%
Page 11 of 64  ·  1,277 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 32.1%
Financial Services 17.5%
Healthcare 10.8%
Consumer Cyclical 9.3%
Communication Services 8.8%
Industrials 8.2%
Consumer Defensive 3.5%
Real Estate 2.8%
Energy 2.8%
Basic Materials 2.3%