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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 21 of 127  ·  2,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 L LOEWS CORP Financial Services 148,560.0 $15.6M 0.03% +111K +294.5% $105.31 +2.2%
402 WDC WESTERN DIGITAL CORP Technology 89,997.0 $15.5M 0.03% -2K -2.3% $172.27 +207.0%
403 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 56,229.0 $15.5M 0.03% +911.0 +1.6% $275.39 +214.5%
404 VMI VALMONT INDS INC Industrials 38,478.0 $15.5M 0.03% -12K -24.1% $402.32 +30.2%
405 TRMB TRIMBLE INC Technology 196,321.0 $15.4M 0.03% -77K -28.1% $78.35 -30.1%
406 MLI MUELLER INDS INC Industrials 132,113.0 $15.2M 0.03% +97K +280.2% $114.80 +18.3%
407 CVNA CARVANA CO Consumer Cyclical 35,899.0 $15.2M 0.03% +6K +18.1% $422.02 -83.1%
408 WEC WEC ENERGY GROUP INC Utilities 142,526.0 $15.0M 0.03% +44K +44.7% $105.46 +7.6%
409 DLTR DOLLAR TREE INC Consumer Defensive 121,537.0 $15.0M 0.03% -71K -36.9% $123.01 -23.9%
410 ARES ARES MANAGEMENT CORPORATION Financial Services 91,686.0 $14.8M 0.03% +24K +35.8% $161.63 -20.9%
411 AMH AMERICAN HOMES 4 RENT Real Estate 459,654.0 $14.8M 0.03% +129K +39.1% $32.10 +0.2%
412 HTHT H WORLD GROUP LTD Consumer Cyclical 312,384.0 $14.7M 0.03% $47.05 -6.8%
413 CINF CINCINNATI FINL CORP Financial Services 89,916.0 $14.7M 0.03% +49K +120.0% $163.32 +0.5%
414 OXY OCCIDENTAL PETE CORP Energy 357,109.0 $14.7M 0.03% +3K +0.9% $41.12 +40.8%
415 VST VISTRA CORP Utilities 90,728.0 $14.6M 0.03% +5K +5.9% $161.33 -0.7%
416 ROST ROSS STORES INC Consumer Cyclical 81,167.0 $14.6M 0.03% -491.0 -0.6% $180.14 +29.9%
417 AZO AUTOZONE INC Consumer Cyclical 4,227.0 $14.3M 0.03% -2K -31.4% $3391.50 -11.1%
418 OHI OMEGA HEALTHCARE INVS INC Real Estate 321,275.0 $14.2M 0.03% +139K +76.2% $44.34 +7.7%
419 NU NU HLDGS LTD Financial Services 850,924.0 $14.2M 0.03% +32K +3.9% $16.74 -22.1%
420 EIX EDISON INTL Utilities 235,106.0 $14.1M 0.03% -71K -23.3% $60.02 +19.7%
Page 21 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%