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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 121 of 127  ·  2,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2401 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 3,628.0 $91K -644.0 -15.1% $25.05 +14.8%
2402 CABO CABLE ONE INC Communication Services 804.0 $91K $112.85 -53.7%
2403 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 6,220.0 $90K $14.42 +42.6%
2404 AKBA AKEBIA THERAPEUTICS INC Healthcare 55,473.0 $89K $1.61 -36.6%
2405 RDY DR REDDYS LABS LTD Healthcare 6,341.0 $89K +760.0 +13.6% $14.04 -3.1%
2406 SHLD GLOBAL X FDS 1,318.0 $86K NEW $65.30 -0.2%
2407 DEFI TECHNOLOGIES INC 112,352.0 $86K $0.77
2408 ANGI ANGI INC Communication Services 6,619.0 $86K $12.93 -57.3%
2409 DAVA ENDAVA PLC Technology 13,411.0 $85K +2K +22.8% $6.32 -47.3%
2410 FOR FORESTAR GROUP INC Real Estate 3,366.0 $83K $24.63 +5.2%
2411 UDMY UDEMY INC Consumer Defensive 13,903.0 $81K $5.85 -20.9%
2412 XME SPDR SERIES TRUST 774.0 $81K NEW $104.78 +11.7%
2413 STGW STAGWELL INC Communication Services 16,214.0 $79K $4.89 +33.1%
2414 HGTY HAGERTY INC Financial Services 5,847.0 $79K $13.44 -20.4%
2415 SOHO HOUSE & CO INC 8,483.0 $76K $8.96
2416 BHP BHP GROUP LTD Basic Materials 1,241.0 $75K +236.0 +23.5% $60.37 +40.1%
2417 GRNT GRANITE RIDGE RESOURCES INC Energy 15,876.0 $75K $4.70 +17.4%
2418 SINCLAIR INC 4,831.0 $74K $15.30
2419 KOS KOSMOS ENERGY LTD Energy 79,598.0 $72K $0.91 +233.9%
2420 VTOL BRISTOW GROUP INC Energy 1,961.0 $72K $36.62 +16.7%
Page 121 of 127  ·  2,537 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%