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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 7 of 64  ·  1,277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 151,300.0 $38.7M 0.08% +104K +221.2% $256.03 -11.1%
122 ONON ON HLDG AG Consumer Cyclical 832,829.0 $38.7M 0.08% +802K +2572.1% $46.48 -14.4%
123 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 502,257.0 $38.5M 0.08% +149K +42.1% $76.67 +13.2%
124 ROK ROCKWELL AUTOMATION INC Industrials 96,587.0 $37.6M 0.08% +4K +4.4% $389.07 +16.2%
125 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 89,804.0 $35.7M 0.08% +49K +119.3% $397.65 -25.2%
126 ALL ALLSTATE CORP Financial Services 169,595.0 $35.3M 0.08% +9K +5.4% $208.15 +4.1%
127 SYK STRYKER CORPORATION Healthcare 99,756.0 $35.1M 0.08% +3K +2.7% $351.47 -10.0%
128 GM GENERAL MTRS CO Consumer Cyclical 426,695.0 $34.7M 0.07% +169K +65.7% $81.32 -3.1%
129 CIEN CIENA CORP Technology 148,179.0 $34.7M 0.07% +104K +239.0% $233.87 +149.6%
130 KGC KINROSS GOLD CORP Basic Materials 1,227,415.0 $34.6M 0.07% +41K +3.4% $28.20 +0.3%
131 KR KROGER CO Consumer Defensive 542,545.0 $33.9M 0.07% +134K +32.8% $62.48 +7.6%
132 URI UNITED RENTALS INC Industrials 41,683.0 $33.7M 0.07% +7K +19.1% $809.32 +16.0%
133 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 367,680.0 $33.5M 0.07% +26K +7.5% $91.21 +0.6%
134 JBL JABIL INC Technology 144,775.0 $33.0M 0.07% +115K +379.8% $228.02 +59.8%
135 HON HONEYWELL INTL INC Industrials 167,369.0 $32.7M 0.07% +6K +3.9% $195.09 +16.8%
136 PDD PDD HOLDINGS INC Consumer Cyclical 286,726.0 $32.5M 0.07% +89K +44.7% $113.39 -16.6%
137 TFC TRUIST FINL CORP Financial Services 640,007.0 $31.5M 0.07% +323K +101.9% $49.21 -1.7%
138 SE SEA LTD Consumer Cyclical 243,527.0 $31.1M 0.07% +11K +4.8% $127.57 -31.6%
139 SLB SLB LIMITED Energy 801,817.0 $30.8M 0.07% +33K +4.3% $38.38 +49.2%
140 USB US BANCORP DEL Financial Services 575,386.0 $30.7M 0.07% +115K +25.0% $53.36 +2.8%
Page 7 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%