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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 52 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ARLO ARLO TECHNOLOGIES INC Industrials 45,270.0 $633K 0.00% +5K +11.8% $13.99 -5.9%
1022 TNET TRINET GROUP INC Industrials 10,690.0 $632K 0.00% +658.0 +6.6% $59.13 -27.7%
1023 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 23,938.0 $626K 0.00% +3K +12.9% $26.13 +53.3%
1024 IPAR INTERPARFUMS INC Consumer Defensive 7,357.0 $624K 0.00% +4K +95.3% $84.83 +9.2%
1025 ENVX ENOVIX CORPORATION Industrials 85,319.0 $624K 0.00% +19K +27.7% $7.31 -8.6%
1026 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 28,868.0 $622K 0.00% +10K +52.3% $21.56 -15.8%
1027 MCY MERCURY GENL CORP NEW Financial Services 6,608.0 $622K 0.00% +1K +25.0% $94.06 +7.4%
1028 WHD CACTUS INC Energy 13,585.0 $621K 0.00% +1K +9.8% $45.68 +36.3%
1029 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 43,507.0 $620K 0.00% +10K +31.7% $14.26 -11.6%
1030 LITHIUM AMERS CORP NEW 142,234.0 $619K 0.00% +119K +510.1% $4.36
1031 FLO FLOWERS FOODS INC Consumer Defensive 56,936.0 $619K 0.00% +7K +13.0% $10.88 -27.0%
1032 AMPL AMPLITUDE INC Technology 53,441.0 $619K 0.00% +12K +28.4% $11.58 -42.1%
1033 ABUS ARBUTUS BIOPHARMA CORP Healthcare 128,315.0 $617K 0.00% +28K +27.9% $4.81 -9.6%
1034 TRIP TRIPADVISOR INC Consumer Cyclical 42,142.0 $614K 0.00% +1K +3.4% $14.56 -30.8%
1035 PDM PIEDMONT REALTY TRUST INC Real Estate 73,395.0 $612K 0.00% +4K +5.9% $8.34 -1.7%
1036 AMBA AMBARELLA INC Technology 8,620.0 $611K 0.00% +898.0 +11.6% $70.84 +23.6%
1037 KMT KENNAMETAL INC Industrials 21,436.0 $609K 0.00% +2K +12.8% $28.41 +27.0%
1038 XPRO EXPRO GROUP HOLDINGS NV Energy 45,556.0 $608K 0.00% +16K +53.6% $13.35 +19.3%
1039 SM SM ENERGY CO Energy 32,435.0 $607K 0.00% +6K +23.7% $18.70 +80.6%
1040 BIOHAVEN LTD 53,656.0 $606K 0.00% +23K +75.7% $11.29
Page 52 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%