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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 62 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 NRDS NERDWALLET INC Financial Services 18,118.0 $245K 0.00% +3K +22.7% $13.55 -38.4%
1222 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 10,054.0 $244K 0.00% +5K +85.3% $24.30 -25.7%
1223 SMWB SIMILARWEB LTD Communication Services 31,592.0 $237K 0.00% +11K +50.2% $7.49 -44.9%
1224 XPEV XPENG INC Consumer Cyclical 11,627.0 $236K 0.00% +5K +73.4% $20.28 -23.1%
1225 USAR USA RARE EARTH INC Basic Materials 19,800.0 $236K 0.00% +4K +24.8% $11.90 +112.6%
1226 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 64,947.0 $231K +21K +48.2% $3.56 -24.3%
1227 LFST LIFESTANCE HEALTH GROUP INC Healthcare 32,007.0 $225K +6K +22.1% $7.04 +5.0%
1228 KRP KIMBELL RTY PARTNERS LP Energy 19,113.0 $225K +3K +18.0% $11.76 +29.2%
1229 RVLV REVOLVE GROUP INC Consumer Cyclical 7,411.0 $224K +1K +23.5% $30.19 -36.3%
1230 LBRDA LIBERTY BROADBAND CORP Communication Services 4,535.0 $219K +1K +46.4% $48.28 -29.8%
1231 EXPI EXP WORLD HLDGS INC Real Estate 24,083.0 $218K +11K +83.8% $9.05 -44.1%
1232 UVE UNIVERSAL INS HLDGS INC Financial Services 6,419.0 $217K +2K +53.3% $33.80 +15.3%
1233 FG F&G ANNUITIES & LIFE INC Financial Services 7,020.0 $217K +4K +101.6% $30.85 -9.9%
1234 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 14,160.0 $214K +4K +44.4% $15.08 -23.8%
1235 DAKT DAKTRONICS INC Technology 10,601.0 $210K +707.0 +7.2% $19.77 +2.6%
1236 FMNB FARMERS NATIONAL BANC CORP Financial Services 15,472.0 $206K +5K +44.1% $13.32 +6.2%
1237 KEN KENON HLDGS LTD Utilities 3,126.0 $206K +610.0 +24.2% $65.89 +30.1%
1238 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 6,800.0 $205K +2K +54.5% $30.09 +27.9%
1239 MAGIC SOFTWARE ENTERPRISES L 7,784.0 $200K +4K +111.6% $25.75
1240 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 119,001.0 $196K +38K +46.8% $1.65 -59.9%
Page 62 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%