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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 9 of 79  ·  1,571 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CNI CANADIAN NATL RY CO Industrials 248,900.0 $29.7M 0.06% +5K +2.1% $119.30 +8.8%
162 TOST TOAST INC Technology 1,065,125.0 $29.6M 0.06% +550K +106.8% $27.82 +31.7%
163 NKE NIKE INC Consumer Cyclical 718,674.0 $29.5M 0.06% +75K +11.7% $41.05 -0.7%
164 VLTO VERALTO CORP Industrials 332,232.0 $29.5M 0.06% +99K +42.3% $88.68 +11.4%
165 RACE FERRARI N V Consumer Cyclical 77,342.0 $28.7M 0.06% +8K +10.9% $370.83 +17.7%
166 F FORD MTR CO Consumer Cyclical 2,038,974.0 $28.3M 0.05% +270K +15.2% $13.90 +3.7%
167 WPM WHEATON PRECIOUS METALS CORP Basic Materials 247,638.0 $27.8M 0.05% +32K +14.7% $112.45 +40.3%
168 DOV DOVER CORP Industrials 123,875.0 $27.8M 0.05% +33K +36.1% $224.28 -10.0%
169 CW CURTISS WRIGHT CORP Industrials 36,660.0 $27.8M 0.05% +17K +90.4% $757.76 -16.2%
170 KIM KIMCO REALTY CORP Real Estate 1,090,601.0 $27.6M 0.05% +448K +69.6% $25.35 -5.2%
171 OTIS OTIS WORLDWIDE CORP Industrials 379,671.0 $27.2M 0.05% +140K +58.2% $71.60 -0.2%
172 JBHT HUNT J B TRANS SVCS INC Industrials 92,393.0 $26.7M 0.05% +72K +352.9% $289.43 -4.8%
173 AJG GALLAGHER ARTHUR J & CO Financial Services 116,106.0 $26.7M 0.05% +11K +10.0% $229.57 +14.9%
174 MGA MAGNA INTL INC Consumer Cyclical 396,617.0 $26.1M 0.05% +331K +502.5% $65.73 +11.1%
175 YUM YUM BRANDS INC Consumer Cyclical 162,210.0 $25.9M 0.05% +38K +31.0% $159.86 -4.3%
176 TRP TC ENERGY CORP Energy 389,944.0 $25.8M 0.05% +52K +15.5% $66.20 -6.3%
177 FERROVIAL NV 369,697.0 $25.4M 0.05% +18K +5.2% $68.69
178 B BARRICK MNG CORP Basic Materials 689,856.0 $25.4M 0.05% +93K +15.6% $36.76 +29.5%
179 NET CLOUDFLARE INC Technology 102,173.0 $25.1M 0.05% +12K +13.4% $245.28 +19.5%
180 GD GENERAL DYNAMICS CORP Industrials 70,636.0 $25.0M 0.05% +4K +6.5% $354.24 +8.5%
Page 9 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%