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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 17 of 29  ·  568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MTH MERITAGE HOMES CORP Consumer Cyclical 24,577.0 $2.1M 0.00% -1K -4.3% $83.85 -14.5%
322 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 40,558.0 $2.0M 0.00% -8K -16.0% $49.98 +4.7%
323 UE URBAN EDGE PPTYS Real Estate 87,451.0 $2.0M 0.00% -23K -20.5% $22.88 -6.3%
324 ETSY INC 26,417.0 $2.0M 0.00% -10K -28.1% $75.33
325 ESTC ELASTIC N V Technology 34,809.0 $2.0M 0.00% -11K -23.6% $57.02 +50.7%
326 PAYC PAYCOM SOFTWARE INC Technology 15,761.0 $2.0M 0.00% -87K -84.6% $125.68 +82.3%
327 CVSA COVISTA INC Consumer Cyclical 15,260.0 $1.9M 0.00% -1K -7.2% $124.66 +6.2%
328 LINE LINEAGE INC Real Estate 43,417.0 $1.9M 0.00% -1K -2.9% $43.25 -3.8%
329 BROWN FORMAN CORP 69,739.0 $1.9M 0.00% -45K -39.4% $26.65
330 XLU SELECT SECTOR SPDR TR 39,757.0 $1.8M 0.00% -409.0 -1.0% $46.03 -7.1%
331 POWI POWER INTEGRATIONS INC Technology 21,743.0 $1.8M 0.00% -35K -61.6% $83.76 -34.1%
332 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,403.0 $1.8M 0.00% -402.0 -14.3% $746.77 +2.5%
333 ELF E L F BEAUTY INC Consumer Defensive 24,121.0 $1.8M 0.00% -4K -13.0% $74.00 +37.8%
334 WTM WHITE MTNS INS GROUP LTD Financial Services 851.0 $1.8M 0.00% -62.0 -6.8% $2073.39 +1.8%
335 CAMT CAMTEK LTD Technology 10,788.0 $1.8M 0.00% -231.0 -2.1% $163.12 -10.0%
336 OTEX OPEN TEXT CORP Technology 78,861.0 $1.7M 0.00% -147K -65.1% $22.13 +11.5%
337 UBER TECHNOLOGIES INC 1,450,000.0 $1.7M 0.00% -50K -3.3% $1.20
338 LRN STRIDE INC Consumer Defensive 20,174.0 $1.7M 0.00% -9K -31.6% $86.24 -2.2%
339 CORZ CORE SCIENTIFIC INC NEW Technology 67,451.0 $1.7M 0.00% -27K -28.7% $25.59 -30.4%
340 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,277.0 $1.7M 0.00% -431.0 -9.2% $401.84 +1.1%
Page 17 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%