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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 27 of 127  ·  2,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 100,619.0 $8.5M 0.02% +25K +32.7% $84.36 -4.0%
522 GLPI GAMING & LEISURE PPTYS INC Real Estate 189,655.0 $8.5M 0.02% +2K +1.3% $44.69 +6.9%
523 HST HOST HOTELS & RESORTS INC Real Estate 476,632.0 $8.5M 0.02% +14K +3.0% $17.73 +32.4%
524 VMC VULCAN MATLS CO Basic Materials 29,462.0 $8.4M 0.02% -6K -17.0% $285.22 -3.3%
525 BR BROADRIDGE FINL SOLUTIONS IN Technology 37,625.0 $8.4M 0.02% -4K -9.4% $223.17 -34.1%
526 MTB M & T BK CORP Financial Services 41,420.0 $8.3M 0.02% +2K +4.8% $201.48 +6.8%
527 LH LABCORP HOLDINGS INC Healthcare 33,205.0 $8.3M 0.02% +1K +3.5% $250.88 +2.9%
528 TECK TECK RESOURCES LTD Basic Materials 173,538.0 $8.3M 0.02% +2K +1.1% $47.94 +36.1%
529 KVUE KENVUE INC Consumer Defensive 479,642.0 $8.3M 0.02% $17.25 +2.7%
530 LITE LUMENTUM HLDGS INC Technology 22,076.0 $8.1M 0.02% -532.0 -2.4% $368.59 +144.8%
531 USFD US FOODS HLDG CORP Consumer Defensive 107,928.0 $8.1M 0.02% +35K +47.6% $75.32 +9.4%
532 MCHP MICROCHIP TECHNOLOGY INC. Technology 127,504.0 $8.1M 0.02% -10K -7.2% $63.72 +52.0%
533 CRWV COREWEAVE INC Technology 112,768.0 $8.1M 0.02% +111K +6022.0% $71.61 +45.6%
534 RB GLOBAL INC 78,382.0 $8.1M 0.02% -33K -29.9% $102.87
535 ALB ALBEMARLE CORP Basic Materials 56,935.0 $8.1M 0.02% +12K +25.8% $141.44 +25.5%
536 AYI ACUITY INC Industrials 22,108.0 $8.0M 0.02% +7K +47.5% $360.04 -17.6%
537 MKC MCCORMICK & CO INC Consumer Defensive 116,054.0 $7.9M 0.02% -12K -9.3% $68.11 -30.2%
538 NVT NVENT ELECTRIC PLC Industrials 77,456.0 $7.9M 0.02% +24K +44.4% $101.97 +64.6%
539 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 130,143.0 $7.9M 0.02% +2K +1.9% $60.61 +2.9%
540 DG DOLLAR GEN CORP NEW Consumer Defensive 59,241.0 $7.9M 0.02% +5K +8.2% $132.77 -21.4%
Page 27 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%