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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 19 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TOL TOLL BROTHERS INC Consumer Cyclical 34,844.0 $4.7M 0.01% +2K +4.8% $135.22 +1.9%
362 MEDP MEDPACE HLDGS INC Healthcare 8,388.0 $4.7M 0.01% +289.0 +3.6% $561.65 -23.6%
363 U UNITY SOFTWARE INC Technology 106,170.0 $4.7M 0.01% +39K +57.9% $44.17 -39.4%
364 RL RALPH LAUREN CORP Consumer Cyclical 13,053.0 $4.6M 0.01% +519.0 +4.1% $353.61 +8.0%
365 VNO VORNADO RLTY TR Real Estate 137,318.0 $4.6M 0.01% +22K +19.0% $33.28 -1.7%
366 ROL ROLLINS INC Consumer Cyclical 76,116.0 $4.6M 0.01% +823.0 +1.1% $60.02 -11.4%
367 DOCS DOXIMITY INC Healthcare 101,673.0 $4.5M 0.01% +26K +34.7% $44.28 -55.9%
368 LIBERTY MEDIA CORP DEL 45,609.0 $4.5M 0.01% +481.0 +1.1% $98.51
369 HL HECLA MNG CO Basic Materials 233,858.0 $4.5M 0.01% +18K +8.2% $19.19 -8.4%
370 ROKU ROKU INC Communication Services 41,303.0 $4.5M 0.01% +5K +13.5% $108.49 +17.6%
371 CACI CACI INTL INC Technology 8,387.0 $4.5M 0.01% +413.0 +5.2% $532.81 -5.9%
372 FTAI AVIATION LTD 22,349.0 $4.4M 0.01% +2K +8.3% $196.85
373 EVR EVERCORE INC Financial Services 12,896.0 $4.4M 0.01% +921.0 +7.7% $340.25 +1.1%
374 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 57,504.0 $4.4M 0.01% +20K +54.1% $75.91 -25.2%
375 NNN NNN REIT INC Real Estate 109,851.0 $4.4M 0.01% +8K +7.5% $39.63 +13.7%
376 ENIC ENEL CHILE S.A. Utilities 1,080,312.0 $4.3M 0.01% +70K +6.9% $4.02 +6.2%
377 RNR RENAISSANCERE HLDGS LTD Financial Services 15,277.0 $4.3M 0.01% +1K +8.5% $281.16 +4.9%
378 MNDY MONDAY COM LTD Technology 28,805.0 $4.3M 0.01% +10K +53.3% $147.56 -47.9%
379 BSAC BANCO SANTANDER CHILE NEW Financial Services 136,278.0 $4.2M 0.01% +16K +13.6% $31.11 +3.2%
380 TRNO TERRENO RLTY CORP Real Estate 72,209.0 $4.2M 0.01% +3K +4.2% $58.71 +13.6%
Page 19 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%