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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 11 of 29  ·  568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LULU LULULEMON ATHLETICA INC Consumer Cyclical 84,310.0 $9.6M 0.02% -14K -13.9% $114.18 +6.0%
202 RJF RAYMOND JAMES FINL INC Financial Services 62,643.0 $9.5M 0.02% -100K -61.4% $152.03 +15.2%
203 STLD STEEL DYNAMICS INC Basic Materials 41,029.0 $9.4M 0.02% -26K -38.6% $229.46 -0.3%
204 USFD US FOODS HLDG CORP Consumer Defensive 91,075.0 $9.3M 0.02% -17K -15.6% $102.25 +7.2%
205 ITRI ITRON INC Technology 106,940.0 $9.3M 0.02% -29K -21.2% $86.53 +15.6%
206 RMD RESMED INC Healthcare 46,266.0 $9.0M 0.02% -24K -34.3% $194.88 +18.8%
207 ZTS ZOETIS INC Healthcare 125,452.0 $9.0M 0.02% -2K -1.6% $71.86 +8.2%
208 AMH AMERICAN HOMES 4 RENT Real Estate 268,334.0 $9.0M 0.02% -191K -41.6% $33.52 +2.5%
209 FICO FAIR ISAAC CORP Technology 7,515.0 $9.0M 0.02% -419.0 -5.3% $1194.78 -1.9%
210 UDR UDR INC Real Estate 223,713.0 $8.9M 0.02% -39K -14.7% $39.92 -5.4%
211 BSY BENTLEY SYS INC Technology 298,580.0 $8.9M 0.02% -200K -40.1% $29.89 +24.1%
212 FLUTTER ENTMT PLC 87,902.0 $8.8M 0.02% -2K -1.8% $100.66
213 LH LABCORP HOLDINGS INC Healthcare 31,415.0 $8.8M 0.02% -2K -5.4% $280.00 +20.1%
214 MLM MARTIN MARIETTA MATLS INC Basic Materials 15,184.0 $8.8M 0.02% -7K -31.9% $576.70 -7.2%
215 TSEM TOWER SEMICONDUCTOR LTD Technology 33,580.0 $8.8M 0.02% -8K -19.6% $260.64 -14.6%
216 DECK DECKERS OUTDOOR CORP Consumer Cyclical 87,803.0 $8.7M 0.02% -29K -24.7% $99.29 -7.7%
217 TRMB TRIMBLE INC Technology 170,199.0 $8.7M 0.02% -26K -13.3% $51.18 +17.7%
218 DRI DARDEN RESTAURANTS INC Consumer Cyclical 42,208.0 $8.7M 0.02% -45K -51.6% $206.01 +7.6%
219 L LOEWS CORP Financial Services 75,306.0 $8.5M 0.02% -73K -49.3% $113.21 -3.0%
220 EVEREST GROUP LTD 23,857.0 $8.5M 0.02% -41K -63.2% $357.23
Page 11 of 29  ·  568 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%