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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 4 of 29  ·  568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MMM 3M CO Industrials 294,453.0 $47.7M 0.09% -103K -25.9% $161.91 +10.5%
62 MRSH MARSH & MCLENNAN COS INC Financial Services 283,189.0 $47.2M 0.09% -168K -37.2% $166.67 +15.2%
63 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 141,199.0 $44.8M 0.09% -6K -4.2% $317.53 -8.0%
64 WM WASTE MGMT INC DEL Industrials 198,706.0 $44.3M 0.09% -54K -21.4% $222.88 +0.5%
65 ORA ORMAT TECHNOLOGIES INC Utilities 398,714.0 $43.4M 0.08% -3K -0.8% $108.90 -0.5%
66 EHC ENCOMPASS HEALTH CORP Healthcare 428,140.0 $43.3M 0.08% -355K -45.3% $101.08 +19.0%
67 MPC MARATHON PETE CORP Energy 168,061.0 $43.0M 0.08% -11K -5.9% $255.67 +41.1%
68 DUK DUKE ENERGY CORP NEW Utilities 338,094.0 $42.8M 0.08% -36K -9.7% $126.58 -5.3%
69 SCHW SCHWAB CHARLES CORP Financial Services 458,006.0 $42.3M 0.08% -573K -55.6% $92.27 +21.7%
70 EW EDWARDS LIFESCIENCES CORP Healthcare 465,371.0 $42.1M 0.08% -47K -9.2% $90.46 -0.7%
71 WMB WILLIAMS COS INC Energy 562,799.0 $41.8M 0.08% -122K -17.8% $74.34 -5.2%
72 JCI JOHNSON CONTROLS INTERNATION Industrials 284,101.0 $41.5M 0.08% -8K -2.9% $146.11 -2.1%
73 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 429,175.0 $41.3M 0.08% -73K -14.6% $96.12 -50.3%
74 TPR TAPESTRY INC Consumer Cyclical 279,061.0 $40.8M 0.08% -29K -9.3% $146.38 -11.1%
75 BSX BOSTON SCIENTIFIC CORP Healthcare 950,900.0 $40.6M 0.08% -779K -45.0% $42.68 +18.0%
76 REGN REGENERON PHARMACEUTICALS Healthcare 63,644.0 $39.7M 0.08% -18K -21.7% $623.54 +33.8%
77 CDNS CADENCE DESIGN SYSTEM INC Technology 104,369.0 $39.2M 0.07% -26K -20.1% $375.32 -15.0%
78 URI UNITED RENTALS INC Industrials 33,718.0 $38.2M 0.07% -8K -19.1% $1132.89 -3.0%
79 DHR DANAHER CORP DEL Healthcare 198,019.0 $37.7M 0.07% -74K -27.1% $190.48 +14.9%
80 AMT AMERICAN TOWER CORP Real Estate 228,494.0 $37.4M 0.07% -5K -2.3% $163.57 +7.5%
Page 4 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%