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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 29 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SMTC SEMTECH CORP Technology 29,299.0 $2.2M 0.01% +2K +7.6% $73.69 +117.2%
562 EAT BRINKER INTL INC Consumer Cyclical 15,036.0 $2.2M 0.01% +781.0 +5.5% $143.52 -1.5%
563 GVA GRANITE CONSTR INC Industrials 18,586.0 $2.1M 0.01% +5K +32.0% $115.35 +18.2%
564 EGO ELDORADO GOLD CORP NEW Basic Materials 59,249.0 $2.1M 0.01% +2K +3.3% $35.99 -12.2%
565 NHI NATIONAL HEALTH INVS INC Real Estate 27,737.0 $2.1M 0.01% +775.0 +2.9% $76.37 -0.7%
566 OKLO OKLO INC Utilities 29,440.0 $2.1M 0.01% +10K +48.5% $71.76 -6.0%
567 UE URBAN EDGE PPTYS Real Estate 109,969.0 $2.1M 0.01% +19K +21.1% $19.19 +18.4%
568 ELF E L F BEAUTY INC Consumer Defensive 27,717.0 $2.1M 0.01% +11K +68.5% $76.04 -23.3%
569 CHDN CHURCHILL DOWNS INC Consumer Cyclical 18,470.0 $2.1M 0.01% +786.0 +4.4% $113.78 -23.7%
570 ESNT ESSENT GROUP LTD Financial Services 32,201.0 $2.1M 0.01% +1K +3.6% $65.01 -8.5%
571 APLE APPLE HOSPITALITY REIT INC Real Estate 175,955.0 $2.1M 0.00% +4K +2.2% $11.85 +25.4%
572 ACA ARCOSA INC Industrials 19,562.0 $2.1M 0.00% +2K +9.9% $106.32 +19.7%
573 RUN SUNRUN INC Energy 112,935.0 $2.1M 0.00% +18K +19.4% $18.40 -16.4%
574 LTM LATAM AIRLINES GROUP SA Industrials 38,295.0 $2.1M 0.00% +13K +49.5% $54.01 -1.1%
575 ESAB ESAB CORPORATION Industrials 18,466.0 $2.1M 0.00% +967.0 +5.5% $111.72 -15.4%
576 THG HANOVER INS GROUP INC Financial Services 11,250.0 $2.1M 0.00% +341.0 +3.1% $182.77 +5.7%
577 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 33,523.0 $2.0M 0.00% +1K +3.5% $60.89 -18.4%
578 ETSY INC 36,720.0 $2.0M 0.00% +3K +9.8% $55.44
579 NFG NATIONAL FUEL GAS CO Energy 25,311.0 $2.0M 0.00% +612.0 +2.5% $80.06 -1.8%
580 AM ANTERO MIDSTREAM CORP Energy 113,614.0 $2.0M 0.00% +7K +6.3% $17.79 +21.2%
Page 29 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%