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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 6 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CARR CARRIER GLOBAL CORPORATION Industrials 784,924.0 $57.6M 0.11% +351K +81.0% $73.35 -17.7%
102 MFC MANULIFE FINL CORP Financial Services 1,419,203.0 $57.5M 0.11% +66K +4.9% $40.54 +4.9%
103 LITE LUMENTUM HLDGS INC Technology 66,241.0 $56.8M 0.11% +44K +200.1% $858.06 +1.0%
104 VTR VENTAS INC Real Estate 606,975.0 $53.9M 0.10% +45K +8.0% $88.80 +4.8%
105 AME AMETEK INC Industrials 219,093.0 $53.0M 0.10% +105K +91.9% $241.94 -1.0%
106 AEM AGNICO EAGLE MINES LTD Basic Materials 331,018.0 $51.4M 0.10% +40K +13.8% $155.32 +39.1%
107 HPQ HP INC Technology 2,299,851.0 $50.5M 0.10% +2.1M +833.9% $21.94 +35.4%
108 TDG TRANSDIGM GROUP INC Industrials 37,133.0 $49.5M 0.10% +4K +12.5% $1332.04 -9.9%
109 CL COLGATE PALMOLIVE CO Consumer Defensive 536,468.0 $49.2M 0.09% +89K +19.9% $91.68 -0.7%
110 SRE SEMPRA Utilities 507,583.0 $47.1M 0.09% +188K +58.8% $92.71 -10.6%
111 CEG CONSTELLATION ENERGY CORP Utilities 188,179.0 $46.7M 0.09% +24K +14.9% $248.37 +9.9%
112 BA BOEING CO Industrials 214,141.0 $46.4M 0.09% +11K +5.4% $216.47 -1.0%
113 BLOCK INC 606,766.0 $46.1M 0.09% +320K +111.5% $76.00
114 ED CONSOLIDATED EDISON INC Utilities 414,144.0 $45.8M 0.09% +68K +19.7% $110.63 -3.9%
115 NTRS NORTHERN TR CORP Financial Services 256,503.0 $44.6M 0.09% +156K +156.1% $173.84 +5.8%
116 CSX CSX CORP Industrials 930,681.0 $44.2M 0.09% +27K +3.0% $47.53 +8.5%
117 CME CME GROUP INC Financial Services 195,522.0 $43.2M 0.08% +9K +4.8% $220.83 +24.5%
118 SLB SLB LIMITED Energy 914,917.0 $42.5M 0.08% +113K +14.1% $46.49 +15.9%
119 BN BROOKFIELD CORP Financial Services 990,278.0 $42.2M 0.08% +62K +6.7% $42.65 -2.3%
120 HUM HUMANA INC Healthcare 106,214.0 $42.2M 0.08% +22K +25.4% $397.22 -4.6%
Page 6 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%