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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 20 of 29  ·  568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AKAMAI TECHNOLOGIES INC 800,000.0 $954K 0.00% -200K -20.0% $1.19
382 NMRK NEWMARK GROUP INC Real Estate 61,153.0 $924K 0.00% -7K -10.2% $15.11 +7.3%
383 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 30,950.0 $914K 0.00% -134K -81.2% $29.53 -5.8%
384 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 82,924.0 $877K 0.00% -6K -6.8% $10.57 +13.2%
385 RAMP LIVERAMP HLDGS INC Technology 23,279.0 $876K 0.00% -4K -14.3% $37.64 -0.2%
386 THE BALDWIN INSURANCE GRP IN 32,739.0 $870K 0.00% -9K -20.8% $26.58
387 TMDX TRANSMEDICS GROUP INC Healthcare 13,101.0 $870K 0.00% -3K -19.4% $66.42 +42.7%
388 PGNY PROGYNY INC Healthcare 29,716.0 $857K 0.00% -2K -7.1% $28.83 -11.0%
389 DLB DOLBY LABORATORIES INC Technology 16,134.0 $848K 0.00% -3K -15.1% $52.58 +24.1%
390 KSS KOHLS CORP Consumer Cyclical 47,260.0 $837K 0.00% -708.0 -1.5% $17.72 -0.7%
391 HAMILTON INSURANCE GROUP LTD 24,591.0 $835K 0.00% -3K -9.9% $33.94
392 GUIDEWIRE SOFTWARE INC 850,000.0 $820K 0.00% -150K -15.0% $0.96
393 AKAMAI TECHNOLOGIES INC 680,000.0 $817K 0.00% -200K -22.7% $1.20
394 SMG SCOTTS MIRACLE-GRO CO Basic Materials 11,954.0 $814K 0.00% -17K -59.1% $68.11 -10.4%
395 RLJ RLJ LODGING TR Real Estate 68,373.0 $810K 0.00% -43K -38.6% $11.85 -3.0%
396 LMAT LEMAITRE VASCULAR INC Healthcare 8,253.0 $792K 0.00% -1K -12.8% $95.96 -14.7%
397 JD JD.COM INC Consumer Cyclical 31,056.0 $791K 0.00% -15K -31.9% $25.48 +15.3%
398 SPSC SPS COMM INC Technology 13,574.0 $776K 0.00% -2K -10.3% $57.17 +41.8%
399 WAFD WAFD INC Financial Services 19,958.0 $766K 0.00% -5K -20.7% $38.37 -5.2%
400 TRMK TRUSTMARK CORP Financial Services 16,600.0 $764K 0.00% -2K -12.5% $46.01 +1.1%
Page 20 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%