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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 16 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TFII TFI INTL INC Industrials 18,511.0 $1.9M 0.00% -275.0 -1.5% $103.50 +43.1%
302 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 32,046.0 $1.9M 0.00% -2K -5.4% $58.87 -1.5%
303 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 14,916.0 $1.9M 0.00% -17K -52.6% $125.87 -38.6%
304 IJK ISHARES TR 19,026.0 $1.9M 0.00% -510.0 -2.6% $97.95 +14.2%
305 LEA LEAR CORP Consumer Cyclical 16,025.0 $1.8M 0.00% -584.0 -3.5% $114.60 +22.0%
306 ESE ESCO TECHNOLOGIES INC Technology 9,315.0 $1.8M 0.00% -2K -16.1% $195.39 +51.3%
307 ENVA ENOVA INTL INC Financial Services 11,572.0 $1.8M 0.00% -4K -23.9% $157.20 +0.2%
308 FCN FTI CONSULTING INC Industrials 10,533.0 $1.8M 0.00% -6K -35.5% $170.83 -9.8%
309 PL PLANET LABS PBC Industrials 91,120.0 $1.8M 0.00% -18K -16.8% $19.72 +124.9%
310 OR OR ROYALTIES INC. Basic Materials 50,524.0 $1.8M 0.00% -19K -27.8% $35.47 +0.4%
311 ATS CORPORATION 64,639.0 $1.8M 0.00% -27K -29.4% $27.58
312 JD.COM INC 1,750,000.0 $1.8M 0.00% -600K -25.5% $1.01
313 KMX CARMAX INC Consumer Cyclical 45,457.0 $1.8M 0.00% -14K -22.9% $38.64 +4.4%
314 HRB BLOCK H & R INC Consumer Cyclical 39,678.0 $1.7M 0.00% -2K -4.6% $43.58 -10.8%
315 SNEX STONEX GROUP INC Financial Services 17,912.0 $1.7M 0.00% -4K -16.4% $95.13 +17.9%
316 SLM SLM CORP Financial Services 62,830.0 $1.7M 0.00% -35K -35.8% $27.06 -18.1%
317 DUKE ENERGY CORP NEW 1,650,000.0 $1.7M 0.00% -150K -8.3% $1.03
318 COKE COCA COLA CONS INC Consumer Defensive 10,586.0 $1.6M 0.00% -5K -32.8% $153.30 +14.5%
319 DRH DIAMONDROCK HOSPITALITY CO Real Estate 176,965.0 $1.6M 0.00% -63K -26.1% $8.96 +19.5%
320 LYFT LYFT INC Technology 81,710.0 $1.6M 0.00% -51K -38.6% $19.37 -28.2%
Page 16 of 27  ·  521 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%