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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 4 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 TWI TITAN INTL INC ILL Industrials 22,886 $173K SOLD
62 MAGN MAGNERA CORP Industrials 14,694 $172K SOLD
63 TELUS INTL CDA INC 38,086 $170K SOLD
64 EBF ENNIS INC Industrials 9,039 $165K SOLD
65 MLR MILLER INDS INC TENN Consumer Cyclical 3,945 $159K SOLD
66 OEC ORION S.A. Basic Materials 20,499 $155K SOLD
67 WLFC WILLIS LEASE FIN CORP Industrials 1,074 $147K SOLD
68 ARIS WATER SOLUTIONS INC 5,581 $138K SOLD
69 INTEGRAL AD SCIENCE HLDNG CO 13,148 $134K SOLD
70 OLP ONE LIBERTY PPTYS INC Real Estate 5,595 $124K SOLD
71 TOURMALINE BIO INC 2,515 $120K SOLD
72 FPI FARMLAND PARTNERS INC Real Estate 10,826 $118K SOLD
73 XRN GLOBAL MED REIT INC Financial Services 3,465 $117K SOLD
74 CRITICAL METALS CORP 18,514 $115K SOLD
75 NFBK NORTHFIELD BANCORP INC DEL Financial Services 9,217 $109K SOLD
76 USNA USANA HEALTH SCIENCES INC Consumer Defensive 3,834 $106K SOLD
77 MCS MARCUS CORP DEL Communication Services 6,164 $96K SOLD
78 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 2,423 $95K SOLD
79 VITAL ENERGY INC 5,570 $94K SOLD
80 SITE CTRS CORP 9,718 $88K SOLD
Page 4 of 6  ·  109 positions
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%