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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 18 of 127  ·  2,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CCL CARNIVAL CORP Consumer Cyclical 654,946.0 $20.0M 0.04% +59K +10.0% $30.54 -9.3%
342 ROP ROPER TECHNOLOGIES INC Industrials 44,839.0 $20.0M 0.04% -11K -19.1% $445.13 -28.5%
343 STLA STELLANTIS N.V Consumer Cyclical 1,803,310.0 $19.9M 0.04% +299K +19.9% $11.04 -26.2%
344 TME TENCENT MUSIC ENTMT GROUP Communication Services 1,130,608.0 $19.8M 0.04% +911K +414.3% $17.53 -46.9%
345 TSCO TRACTOR SUPPLY CO Consumer Cyclical 396,045.0 $19.8M 0.04% +45K +12.8% $50.01 -40.1%
346 WTS WATTS WATER TECHNOLOGIES INC Industrials 71,561.0 $19.8M 0.04% -10K -11.9% $276.02 +13.4%
347 WMS ADVANCED DRAIN SYS INC DEL Industrials 136,270.0 $19.7M 0.04% +64K +87.7% $144.83 -3.4%
348 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 59,916.0 $19.7M 0.04% +9K +16.6% $328.60 -22.6%
349 LHX L3HARRIS TECHNOLOGIES INC Industrials 66,311.0 $19.5M 0.04% $293.57 +5.8%
350 FLUTTER ENTMT PLC 89,537.0 $19.4M 0.04% $216.96
351 PCG PG&E CORP Utilities 1,207,973.0 $19.4M 0.04% +83K +7.4% $16.07 +3.5%
352 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 1,079,145.0 $19.1M 0.04% +17K +1.6% $17.69 -18.5%
353 BSY BENTLEY SYS INC Technology 498,118.0 $19.0M 0.04% -82K -14.1% $38.17 -15.6%
354 GDDY GODADDY INC Technology 153,028.0 $19.0M 0.04% +42K +37.7% $124.08 -29.4%
355 MSI MOTOROLA SOLUTIONS INC Technology 49,389.0 $18.9M 0.04% +4K +9.1% $383.32 +7.2%
356 PPG PPG INDS INC Basic Materials 184,529.0 $18.9M 0.04% $102.46 +9.7%
357 CNM CORE & MAIN INC Industrials 360,404.0 $18.7M 0.04% -1.2M -76.3% $51.97 -4.8%
358 YUM YUM BRANDS INC Consumer Cyclical 123,798.0 $18.7M 0.04% -108K -46.7% $151.28 +1.3%
359 IT GARTNER INC Technology 74,084.0 $18.7M 0.04% -19K -20.2% $252.28 -37.3%
360 BLOCK INC 286,928.0 $18.7M 0.04% +4K +1.5% $65.09
Page 18 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%