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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 6 of 29  ·  568 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SO SOUTHERN CO Utilities 297,547.0 $28.5M 0.06% -43K -12.6% $95.71 -7.1%
102 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 51,700.0 $28.0M 0.05% -312.0 -0.6% $541.83 -5.3%
103 KMI KINDER MORGAN INC DEL Energy 866,642.0 $27.7M 0.05% -14K -1.6% $31.97 -3.1%
104 EA ELECTRONIC ARTS INC Communication Services 132,523.0 $27.2M 0.05% -15K -9.9% $205.04 +2.3%
105 WSM WILLIAMS SONOMA INC Consumer Cyclical 114,504.0 $26.7M 0.05% -6K -5.2% $233.10 +1.9%
106 KKR KKR & CO INC 288,586.0 $26.5M 0.05% -4K -1.3% $91.78
107 WAB WABTEC Industrials 95,457.0 $25.7M 0.05% -6K -6.0% $269.60 +10.4%
108 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 87,739.0 $25.7M 0.05% -3K -3.2% $293.18 +4.1%
109 IRM IRON MTN INC DEL Real Estate 202,404.0 $25.6M 0.05% -3K -1.4% $126.31 -3.4%
110 ROK ROCKWELL AUTOMATION INC Industrials 50,944.0 $25.2M 0.05% -46K -47.3% $495.08 -11.7%
111 DVN DEVON ENERGY CORP NEW Energy 609,415.0 $25.2M 0.05% -184K -23.2% $41.32 +18.8%
112 NRG NRG ENERGY INC Utilities 171,467.0 $25.0M 0.05% -126K -42.4% $146.06 -22.6%
113 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 280,561.0 $24.4M 0.05% -193K -40.8% $87.04 +7.8%
114 ALL ALLSTATE CORP Financial Services 101,880.0 $24.2M 0.05% -68K -39.9% $237.94 +6.7%
115 WTS WATTS WATER TECHNOLOGIES INC Industrials 61,569.0 $24.1M 0.05% -10K -14.0% $391.45 -4.1%
116 PNR PENTAIR PLC Industrials 313,108.0 $24.0M 0.05% -281K -47.3% $76.66 -16.0%
117 WCN WASTE CONNECTIONS INC Industrials 138,877.0 $23.1M 0.04% -12K -8.2% $166.62 +1.7%
118 STT STATE STR CORP Financial Services 134,385.0 $22.8M 0.04% -127K -48.7% $169.60 +10.3%
119 PTC PTC INC Technology 200,083.0 $22.7M 0.04% -20K -9.0% $113.61 +36.1%
120 TMUS T-MOBILE US INC Communication Services 134,237.0 $22.5M 0.04% -10K -6.8% $167.73 +9.1%
Page 6 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%