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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 64 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 49,914.0 $136K +16K +47.1% $2.73 +50.5%
1262 SENEA SENECA FOODS CORP NEW Consumer Defensive 1,183.0 $131K +822.0 +227.7% $110.63 +25.7%
1263 CBL CBL & ASSOC PPTYS INC Real Estate 3,509.0 $130K +1K +42.7% $37.00 +27.6%
1264 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 5,677.0 $130K +2K +38.1% $22.84 -13.6%
1265 IMMUNITYBIO INC 60,411.0 $120K +16K +37.3% $1.98
1266 CGEM CULLINAN THERAPEUTICS INC Healthcare 9,909.0 $103K +2K +29.7% $10.35 +33.7%
1267 AVBP ARRIVENT BIOPHARMA INC Healthcare 4,743.0 $95K +1K +45.6% $20.12 +32.9%
1268 ARDT ARDENT HEALTH INC Healthcare 10,400.0 $92K +6K +126.1% $8.83 +4.5%
1269 RDY DR REDDYS LABS LTD Healthcare 6,341.0 $89K +760.0 +13.6% $14.04 -3.1%
1270 DAVA ENDAVA PLC Technology 13,411.0 $85K +2K +22.8% $6.32 -47.3%
1271 BHP BHP GROUP LTD Basic Materials 1,241.0 $75K +236.0 +23.5% $60.37 +40.1%
1272 TNGX TANGO THERAPEUTICS INC Healthcare 4,467.0 $40K +4K +10000.0% $8.86 +128.4%
1273 DQ DAQO NEW ENERGY CORP Technology 731.0 $22K +75.0 +11.4% $29.50 -39.7%
1274 JKS JINKOSOLAR HLDG CO LTD Energy 683.0 $18K +68.0 +11.1% $25.81 -11.4%
1275 GFS GLOBALFOUNDRIES INC Technology 358.0 $13K +46.0 +14.7% $34.92 +145.3%
1276 APEI AMERICAN PUB ED INC Consumer Defensive 293.0 $11K +33.0 +12.7% $37.80 +36.2%
1277 PONY AI INC 628.0 $9K +179.0 +39.9% $14.50
Page 64 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%