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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 18 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SMCI SUPER MICRO COMPUTER INC Technology 198,971.0 $5.8M 0.01% +16K +8.7% $29.27 +26.8%
342 BRO BROWN & BROWN INC Financial Services 72,951.0 $5.8M 0.01% +591.0 +0.8% $79.70 -28.5%
343 TECHNIPFMC PLC 128,709.0 $5.7M 0.01% +4K +3.0% $44.38
344 AXTA AXALTA COATING SYS LTD Basic Materials 175,774.0 $5.7M 0.01% +118K +202.5% $32.31 -7.1%
345 THC TENET HEALTHCARE CORP Healthcare 28,355.0 $5.6M 0.01% +2K +8.4% $198.72 -11.2%
346 STAG STAG INDL INC Real Estate 151,822.0 $5.6M 0.01% +3K +2.3% $36.76 +4.8%
347 AA ALCOA CORP Basic Materials 103,517.0 $5.5M 0.01% +22K +26.6% $53.14 +40.3%
348 ALAB ASTERA LABS INC Technology 32,975.0 $5.5M 0.01% +7K +27.6% $166.36 +91.6%
349 GWRE GUIDEWIRE SOFTWARE INC Technology 26,597.0 $5.3M 0.01% +3K +14.3% $201.01 -31.7%
350 FN FABRINET Technology 11,498.0 $5.2M 0.01% +208.0 +1.8% $455.28 +49.5%
351 LNT ALLIANT ENERGY CORP Utilities 79,195.0 $5.1M 0.01% +4K +5.6% $65.01 +13.3%
352 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 172,733.0 $5.1M 0.01% +14K +8.5% $29.66 +5.9%
353 HOLOGIC INC 67,387.0 $5.0M 0.01% +3K +5.1% $74.49
354 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 55,594.0 $5.0M 0.01% +4K +8.4% $89.92 -4.9%
355 QIAGEN NV 108,933.0 $4.9M 0.01% +15K +15.7% $45.40
356 XPO XPO INC Industrials 36,298.0 $4.9M 0.01% +4K +12.1% $135.91 +49.3%
357 TSEM TOWER SEMICONDUCTOR LTD Technology 41,768.0 $4.9M 0.01% +13K +44.5% $117.42 +145.7%
358 KEY KEYCORP Financial Services 235,540.0 $4.9M 0.01% +25K +12.1% $20.64 +5.5%
359 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 53,442.0 $4.8M 0.01% +7K +14.3% $89.92 +4.4%
360 GFL GFL ENVIRONMENTAL INC Industrials 110,886.0 $4.8M 0.01% +33K +43.0% $43.01 -17.4%
Page 18 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%