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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 31 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PSKY PARAMOUNT SKYDANCE CORP Communication Services 140,776.0 $1.9M 0.00% +900.0 +0.6% $13.40 -20.3%
602 STEP STEPSTONE GROUP INC Financial Services 29,379.0 $1.9M 0.00% +3K +9.4% $64.17 -19.1%
603 SR SPIRE INC Utilities 22,749.0 $1.9M 0.00% +4K +19.4% $82.70 +3.8%
604 SEALED AIR CORP NEW 45,150.0 $1.9M 0.00% +13K +38.5% $41.43
605 NXE NEXGEN ENERGY LTD Energy 202,641.0 $1.9M 0.00% +34K +20.5% $9.21 +21.7%
606 BNL BROADSTONE NET LEASE INC Real Estate 107,205.0 $1.9M 0.00% +1K +1.3% $17.37 +18.5%
607 LFUS LITTELFUSE INC Technology 7,338.0 $1.9M 0.00% +3K +54.3% $252.92 +87.5%
608 MHK MOHAWK INDS INC Consumer Cyclical 16,952.0 $1.9M 0.00% +2K +16.2% $109.30 -2.8%
609 CIGI COLLIERS INTL GROUP INC Real Estate 12,586.0 $1.9M 0.00% +694.0 +5.8% $147.18 -34.7%
610 LPX LOUISIANA PAC CORP Basic Materials 22,918.0 $1.9M 0.00% +3K +14.5% $80.76 -7.0%
611 PCVX VAXCYTE INC Healthcare 40,002.0 $1.8M 0.00% +1K +3.2% $46.14 +8.9%
612 VLYPN VALLEY NATL BANCORP Financial Services 157,423.0 $1.8M 0.00% +40K +34.2% $11.68 +122.4%
613 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 40,316.0 $1.8M 0.00% +8K +23.3% $45.46 -9.4%
614 AMKR AMKOR TECHNOLOGY INC Technology 46,403.0 $1.8M 0.00% +11K +32.3% $39.48 +81.8%
615 PEB PEBBLEBROOK HOTEL TR Real Estate 161,642.0 $1.8M 0.00% +57K +54.9% $11.32 +36.0%
616 AN AUTONATION INC Consumer Cyclical 8,825.0 $1.8M 0.00% +1K +18.8% $206.48 -5.4%
617 AAON AAON INC Industrials 23,764.0 $1.8M 0.00% +2K +7.0% $76.25 +87.4%
618 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 35,047.0 $1.8M 0.00% +1K +4.0% $51.63 -36.1%
619 RLI RLI CORP Financial Services 28,270.0 $1.8M 0.00% +1K +4.2% $63.98 -18.0%
620 GXO GXO LOGISTICS INCORPORATED Industrials 33,789.0 $1.8M 0.00% +1K +4.1% $52.64 -4.4%
Page 31 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%