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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 28 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 164,550.0 $2.3M 0.01% +134K +431.7% $14.19 +69.3%
542 AVTR AVANTOR INC Healthcare 202,691.0 $2.3M 0.01% +68K +50.1% $11.46 -27.7%
543 CYTK CYTOKINETICS INC Healthcare 36,414.0 $2.3M 0.01% +4K +12.9% $63.54 +21.7%
544 MC MOELIS & CO Financial Services 33,555.0 $2.3M 0.01% +13K +62.3% $68.74 -3.2%
545 MUSA MURPHY USA INC Consumer Cyclical 5,697.0 $2.3M 0.01% +521.0 +10.1% $403.52 +28.2%
546 INSTALLED BLDG PRODS INC 8,834.0 $2.3M 0.01% +551.0 +6.7% $259.39
547 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 171,824.0 $2.3M 0.01% +32K +23.2% $13.28 -2.9%
548 LAMR LAMAR ADVERTISING CO NEW Real Estate 18,017.0 $2.3M 0.01% +1K +6.1% $126.58 +21.2%
549 MTCH MATCH GROUP INC NEW Communication Services 70,619.0 $2.3M 0.01% +11K +19.1% $32.29 +13.2%
550 PCTY PAYLOCITY HLDG CORP Technology 14,846.0 $2.3M 0.01% +1K +8.1% $152.50 -27.5%
551 AOS SMITH A O CORP Industrials 33,565.0 $2.2M 0.01% +8K +30.1% $66.88 -12.5%
552 H HYATT HOTELS CORP Consumer Cyclical 13,984.0 $2.2M 0.01% +5K +61.8% $160.32 +12.3%
553 MOD MODINE MFG CO Consumer Cyclical 16,776.0 $2.2M 0.01% +991.0 +6.3% $133.51 +108.1%
554 CRUS CIRRUS LOGIC INC Technology 18,854.0 $2.2M 0.01% +1K +8.0% $118.50 +47.2%
555 CAG CONAGRA BRANDS INC Consumer Defensive 128,891.0 $2.2M 0.01% +32K +32.7% $17.31 -22.1%
556 GKOS GLAUKOS CORP Healthcare 19,694.0 $2.2M 0.01% +340.0 +1.8% $112.91 -1.4%
557 NEW GOLD INC CDA 252,420.0 $2.2M 0.01% +21K +9.3% $8.73
558 BEN FRANKLIN RESOURCES INC Financial Services 91,730.0 $2.2M 0.01% +5K +5.3% $23.89 +32.4%
559 M MACYS INC Consumer Cyclical 98,975.0 $2.2M 0.01% +10K +11.6% $22.05 -2.4%
560 TTC TORO CO Industrials 27,504.0 $2.2M 0.01% +5K +22.6% $78.72 +16.4%
Page 28 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%