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Portfolio (Quarterly) Guide ↗

Zurcher Kantonalbank (Zurich Cantonalbank)

· CIK 0001368163
13F Portfolio $52.2B AUM 2,557 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 177 New 1571 Added 568 Reduced 163 Exited
Page 4 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFE PFIZER INC Healthcare 3,686,223.0 $88.8M 0.17% +217K +6.2% $24.08 +16.6%
62 NEE NEXTERA ENERGY INC Utilities 996,928.0 $87.5M 0.17% +53K +5.6% $87.77 -4.7%
63 LOW LOWES COS INC Consumer Cyclical 395,467.0 $87.2M 0.17% +32K +8.8% $220.49 -2.0%
64 PHM PULTE GROUP INC Consumer Cyclical 627,404.0 $86.1M 0.17% +150K +31.5% $137.21 -6.0%
65 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,478,236.0 $85.2M 0.16% +13K +0.9% $57.62 +16.3%
66 GRMN GARMIN LTD Technology 356,437.0 $84.7M 0.16% +228K +178.1% $237.54 +24.1%
67 PM PHILIP MORRIS INTL INC Consumer Defensive 431,178.0 $78.0M 0.15% +30K +7.5% $180.91 +4.0%
68 CIEN CIENA CORP Technology 158,882.0 $77.9M 0.15% +11K +7.2% $490.56 -19.3%
69 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 1,104,701.0 $77.0M 0.15% +1.1M +4527.0% $69.74 -15.6%
70 ISRG INTUITIVE SURGICAL INC Healthcare 191,825.0 $76.3M 0.15% +2K +1.0% $397.68 -4.7%
71 BMO BANK MONTREAL MEDIUM Financial Services 430,916.0 $76.1M 0.15% +131K +43.7% $176.68 -1.3%
72 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 276,813.0 $75.3M 0.14% +239K +638.4% $271.95 -15.2%
73 DELL DELL TECHNOLOGIES INC Technology 174,337.0 $75.2M 0.14% +80K +84.0% $431.46 +2.4%
74 O REALTY INCOME CORP Real Estate 1,209,421.0 $74.9M 0.14% +220K +22.2% $61.96 +1.0%
75 TRV TRAVELERS COMPANIES INC Financial Services 225,258.0 $74.4M 0.14% +33K +16.9% $330.12 +10.1%
76 RTX RTX CORPORATION Industrials 391,026.0 $74.2M 0.14% +31K +8.5% $189.73 +10.6%
77 TEL TE CONNECTIVITY PLC Technology 363,729.0 $73.3M 0.14% +13K +3.6% $201.61 +1.0%
78 SHOP SHOPIFY INC Technology 635,990.0 $72.6M 0.14% +90K +16.4% $114.18 +30.7%
79 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 184,551.0 $71.4M 0.14% +21K +12.5% $386.73 +3.6%
80 CRWD CROWDSTRIKE HLDGS INC Technology 92,031.0 $70.2M 0.14% +7K +7.8% $190.78 +0.6%
Page 4 of 79  ·  1,571 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 34.8%
Financial Services 16.7%
Healthcare 11.0%
Industrials 8.9%
Consumer Cyclical 8.4%
Communication Services 6.3%
Consumer Defensive 3.5%
Real Estate 3.1%
Energy 2.9%
Utilities 2.3%