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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 19 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 AGX ARGAN INC Industrials 3,457.0 $1.1M 0.00% -182.0 -5.0% $313.32 +109.5%
362 CARG CARGURUS INC Consumer Cyclical 28,087.0 $1.1M 0.00% -274.0 -1.0% $38.35 -26.4%
363 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 37,059.0 $1.1M 0.00% -39K -51.4% $29.04 -28.2%
364 UAA UNDER ARMOUR INC Consumer Cyclical 213,833.0 $1.1M 0.00% -26K -10.7% $4.97 +10.7%
365 PAGP PLAINS GP HLDGS L P Energy 54,677.0 $1.0M 0.00% -8K -13.0% $19.14 +35.6%
366 AGO ASSURED GUARANTY LTD Financial Services 11,392.0 $1.0M 0.00% -3K -21.4% $89.87 -14.4%
367 CNO CNO FINL GROUP INC Financial Services 23,467.0 $997K 0.00% -601.0 -2.5% $42.47 +11.3%
368 TRIP COM GROUP LTD 800,000.0 $995K 0.00% -500K -38.5% $1.24
369 NEXTERA ENERGY CAP HLDGS INC 800,000.0 $995K 0.00% -200K -20.0% $1.24
370 AKAMAI TECHNOLOGIES INC 1,000,000.0 $992K 0.00% -300K -23.1% $0.99
371 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 40,091.0 $978K 0.00% -3K -6.7% $24.40 -24.3%
372 HALOZYME THERAPEUTICS INC 700,000.0 $946K 0.00% -300K -30.0% $1.35
373 COINBASE GLOBAL INC 900,000.0 $928K 0.00% -1.6M -64.0% $1.03
374 WOR WORTHINGTON ENTERPRISES INC Industrials 17,796.0 $918K 0.00% -603.0 -3.3% $51.57 +6.9%
375 AKAMAI TECHNOLOGIES INC 880,000.0 $891K 0.00% -100K -10.2% $1.01
376 H WORLD GROUP LTD 675,000.0 $860K 0.00% -225K -25.0% $1.27
377 WSFS WSFS FINL CORP Financial Services 15,379.0 $850K 0.00% -4K -19.9% $55.24 +29.8%
378 MILLROSE PPTYS INC 28,319.0 $846K 0.00% -3K -8.5% $29.87
379 REAL THE REALREAL INC Consumer Cyclical 53,143.0 $839K 0.00% -37K -41.1% $15.78 -41.7%
380 BBWI BATH & BODY WORKS INC Consumer Cyclical 41,161.0 $827K 0.00% -16K -28.0% $20.08 -11.6%
Page 19 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%