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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 3 of 29  ·  568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLEX FLEX LTD Technology 479,716.0 $77.7M 0.15% -169K -26.1% $162.07 -31.9%
42 VLO VALERO ENERGY CORP Energy 295,300.0 $76.9M 0.15% -56K -15.8% $260.44 +34.0%
43 MPWR MONOLITHIC PWR SYS INC Technology 52,981.0 $73.2M 0.14% -37K -41.2% $1382.36 -4.8%
44 QCOM QUALCOMM INC Technology 387,546.0 $71.6M 0.14% -91K -18.9% $184.79 -13.0%
45 DE DEERE & CO Industrials 112,648.0 $71.5M 0.14% -19K -14.3% $634.33 +2.1%
46 CTAS CINTAS CORP Industrials 416,643.0 $70.9M 0.14% -11K -2.6% $170.08 +19.8%
47 SPGI S&P GLOBAL INC Financial Services 167,504.0 $68.2M 0.13% -100K -37.3% $407.26 +5.9%
48 NXT NEXTPOWER INC Technology 554,176.0 $66.0M 0.13% -259K -31.9% $119.14 -27.7%
49 SNPS SYNOPSYS INC Technology 147,492.0 $65.8M 0.13% -24K -13.9% $446.07 -10.8%
50 ACN ACCENTURE PLC IRELAND Technology 526,986.0 $65.6M 0.13% -31K -5.5% $124.44 +48.9%
51 MO ALTRIA GROUP INC Consumer Defensive 879,211.0 $63.3M 0.12% -8K -0.9% $71.95 -8.1%
52 BAP CREDICORP LTD Financial Services 158,488.0 $61.7M 0.12% -29K -15.6% $389.58 -2.7%
53 DLR DIGITAL RLTY TR INC Real Estate 327,643.0 $58.8M 0.11% -2K -0.7% $179.58 +6.1%
54 PGR PROGRESSIVE CORP Financial Services 252,841.0 $55.2M 0.11% -42K -14.2% $218.45 +0.4%
55 EBAY EBAY INC. Consumer Cyclical 493,538.0 $55.2M 0.11% -71K -12.6% $111.75 -6.8%
56 ADP AUTOMATIC DATA PROCESSING IN Industrials 232,661.0 $52.1M 0.10% -29K -11.1% $223.95 +25.4%
57 MCK MCKESSON CORP Healthcare 68,275.0 $51.6M 0.10% -53K -43.5% $755.60 +13.7%
58 SU SUNCOR ENERGY INC NEW Energy 926,909.0 $49.8M 0.10% -29K -3.1% $53.78 +27.2%
59 CAH CARDINAL HEALTH INC Healthcare 205,719.0 $48.9M 0.09% -21K -9.4% $237.56 -3.4%
60 DIS DISNEY WALT CO Communication Services 507,146.0 $48.8M 0.09% -16K -3.1% $96.25 +12.0%
Page 3 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%