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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 35 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 BROS DUTCH BROS INC Consumer Cyclical 25,763.0 $1.6M 0.00% +1K +5.0% $61.22 -9.4%
682 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 4,001.0 $1.6M 0.00% +2K +66.5% $393.30 -13.4%
683 COMP COMPASS INC Technology 148,582.0 $1.6M 0.00% +49K +49.1% $10.57 -18.0%
684 NOV NOV INC Energy 100,327.0 $1.6M 0.00% +20K +25.6% $15.63 +30.6%
685 BILL BILL HOLDINGS INC Technology 28,531.0 $1.6M 0.00% +2K +5.6% $54.54 -34.4%
686 APARTMENT INVT & MGMT CO 261,906.0 $1.6M 0.00% +138K +111.7% $5.94
687 APPF APPFOLIO INC Technology 6,681.0 $1.6M 0.00% +2K +49.6% $232.65 -29.3%
688 STWD STARWOOD PPTY TR INC Real Estate 86,034.0 $1.5M 0.00% +8K +9.7% $18.01 -3.2%
689 EBC EASTERN BANKSHARES INC Financial Services 83,949.0 $1.5M 0.00% +24K +40.4% $18.43 +9.1%
690 MRCY MERCURY SYS INC Industrials 21,187.0 $1.5M 0.00% +10K +89.6% $73.01 +35.5%
691 ACIW ACI WORLDWIDE INC Technology 32,319.0 $1.5M 0.00% +2K +4.9% $47.81 -11.0%
692 HRI HERC HLDGS INC Industrials 10,385.0 $1.5M 0.00% +601.0 +6.1% $148.38 -5.7%
693 MOOG INC 6,309.0 $1.5M 0.00% +685.0 +12.2% $243.55
694 IVT INVENTRUST PPTYS CORP Real Estate 54,272.0 $1.5M 0.00% +2K +3.3% $28.21 +17.0%
695 IDA IDACORP INC Utilities 12,097.0 $1.5M 0.00% +751.0 +6.6% $126.56 +12.8%
696 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 93,635.0 $1.5M 0.00% +11K +14.0% $16.35 +48.5%
697 ARW ARROW ELECTRS INC Technology 13,855.0 $1.5M 0.00% +370.0 +2.7% $110.18 +96.9%
698 TFX TELEFLEX INCORPORATED Healthcare 12,465.0 $1.5M 0.00% +2K +22.5% $122.04 +8.9%
699 ECG EVERUS CONSTR GROUP Industrials 17,695.0 $1.5M 0.00% +1K +8.4% $85.56 +75.4%
700 PK PARK HOTELS & RESORTS INC Real Estate 143,564.0 $1.5M 0.00% +3K +2.2% $10.46 +16.9%
Page 35 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%