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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 43 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CENX CENTURY ALUM CO Basic Materials 26,270.0 $1.0M 0.00% +9K +48.6% $39.18 +70.7%
842 ERO ERO COPPER CORP Basic Materials 36,226.0 $1.0M 0.00% +3K +8.5% $28.33 +1.8%
843 FIBK FIRST INTST BANCSYSTEM INC Financial Services 29,556.0 $1.0M 0.00% +6K +25.3% $34.60 +4.4%
844 PVH PVH CORPORATION Consumer Cyclical 15,201.0 $1.0M 0.00% +2K +14.6% $67.02 +40.9%
845 KTB KONTOOR BRANDS INC Consumer Cyclical 16,673.0 $1.0M 0.00% +1K +6.9% $61.09 +16.9%
846 POST HLDGS INC 950,000.0 $1.0M 0.00% +300K +46.1% $1.07
847 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 28,398.0 $1.0M 0.00% +17K +142.9% $35.63 -8.1%
848 TAC TRANSALTA CORP Utilities 79,801.0 $1.0M 0.00% +2K +2.5% $12.66 +11.5%
849 ACAD ACADIA PHARMACEUTICALS INC Healthcare 37,831.0 $1.0M 0.00% +5K +15.3% $26.71 -20.4%
850 DIGITALBRIDGE GROUP INC 65,745.0 $1.0M 0.00% +14K +28.3% $15.34
851 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 22,445.0 $1.0M 0.00% +2K +7.9% $44.75 +11.3%
852 ALEXANDER & BALDWIN INC NEW 48,414.0 $999K 0.00% +2K +4.7% $20.64
853 HUT 8 CORP 21,685.0 $996K 0.00% +362.0 +1.7% $45.94
854 TGTX TG THERAPEUTICS INC Healthcare 33,393.0 $995K 0.00% +2K +6.3% $29.81 +33.3%
855 BGC BGC GROUP INC Financial Services 111,054.0 $992K 0.00% +4K +4.0% $8.93 +20.7%
856 DNOW DNOW INC Energy 74,778.0 $991K 0.00% +30K +67.3% $13.25 -0.6%
857 AX AXOS FINANCIAL INC Financial Services 11,473.0 $989K 0.00% +809.0 +7.6% $86.16 +1.9%
858 PBF PBF ENERGY INC Energy 36,267.0 $984K 0.00% +8K +26.7% $27.12 +41.1%
859 KGS KODIAK GAS SVCS INC Energy 26,221.0 $981K 0.00% +11K +70.2% $37.40 +96.9%
860 SKY CHAMPION HOMES INC Consumer Cyclical 11,600.0 $980K 0.00% +810.0 +7.5% $84.50 -15.0%
Page 43 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%