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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 2 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANET ARISTA NETWORKS INC Technology 1,362,535.0 $178.5M 0.39% +73K +5.6% $131.03 +17.6%
22 BERKSHIRE HATHAWAY INC DEL 341,895.0 $171.9M 0.37% +9K +2.8% $502.65
23 CM CANADIAN IMPERIAL BANK OF CO Financial Services 1,781,516.0 $161.7M 0.35% +162K +10.0% $90.78 +27.2%
24 C CITIGROUP INC Financial Services 1,317,952.0 $153.8M 0.33% +270K +25.7% $116.69 +7.2%
25 CVX CHEVRON CORP NEW Energy 990,911.0 $151.0M 0.33% +228K +30.0% $152.41 +25.6%
26 AMD ADVANCED MICRO DEVICES INC Technology 705,151.0 $151.0M 0.33% +77K +12.2% $214.16 +118.3%
27 PANW PALO ALTO NETWORKS INC Technology 814,897.0 $150.1M 0.32% +144K +21.4% $184.20 +41.5%
28 ACN ACCENTURE PLC IRELAND Technology 557,516.0 $149.6M 0.32% +149K +36.6% $268.30 -33.2%
29 GS GOLDMAN SACHS GROUP INC Financial Services 169,899.0 $149.3M 0.32% +16K +10.6% $879.00 +13.4%
30 UBER UBER TECHNOLOGIES INC Technology 1,745,893.0 $142.7M 0.31% +625K +55.8% $81.71 -12.1%
31 SPGI S&P GLOBAL INC Financial Services 267,288.0 $139.7M 0.30% +7K +2.6% $522.59 -20.1%
32 PLTR PALANTIR TECHNOLOGIES INC Technology 764,052.0 $135.8M 0.29% +23K +3.1% $177.75 -23.0%
33 CVS CVS HEALTH CORP Healthcare 1,585,235.0 $125.8M 0.27% +118K +8.1% $79.36 +17.5%
34 NOW SERVICENOW INC Technology 798,515.0 $122.3M 0.26% +668K +510.1% $153.19 -33.3%
35 NFLX NETFLIX INC Communication Services 1,274,697.0 $119.5M 0.26% +1.1M +775.6% $93.76 -5.5%
36 AXP AMERICAN EXPRESS CO Financial Services 322,814.0 $119.4M 0.26% +34K +11.8% $369.95 -15.7%
37 VZ VERIZON COMMUNICATIONS INC Communication Services 2,883,484.0 $117.4M 0.25% +1.7M +135.0% $40.73 +18.7%
38 TT TRANE TECHNOLOGIES PLC Industrials 292,165.0 $113.7M 0.24% +20K +7.3% $389.20 +15.9%
39 MCD MCDONALDS CORP Consumer Cyclical 366,571.0 $112.0M 0.24% +24K +7.0% $305.63 -7.6%
40 KLAC KLA CORP Technology 90,488.0 $110.0M 0.24% +57K +172.3% $1215.08 +55.4%
Page 2 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%