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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 55 of 127  ·  2,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 POR PORTLAND GEN ELEC CO Utilities 33,181.0 $1.6M 0.00% +4K +13.6% $47.99 +9.0%
1082 DRH DIAMONDROCK HOSPITALITY CO Real Estate 176,965.0 $1.6M 0.00% -63K -26.1% $8.96 +37.7%
1083 CPB THE CAMPBELLS COMPANY Consumer Defensive 56,817.0 $1.6M 0.00% +19K +51.7% $27.87 -19.2%
1084 LYFT LYFT INC Technology 81,710.0 $1.6M 0.00% -51K -38.6% $19.37 -25.4%
1085 BROS DUTCH BROS INC Consumer Cyclical 25,763.0 $1.6M 0.00% +1K +5.0% $61.22 +17.0%
1086 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 4,001.0 $1.6M 0.00% +2K +66.5% $393.30 -23.8%
1087 COMP COMPASS INC Technology 148,582.0 $1.6M 0.00% +49K +49.1% $10.57 +8.4%
1088 NOV NOV INC Energy 100,327.0 $1.6M 0.00% +20K +25.6% $15.63 +18.6%
1089 LINE LINEAGE INC Real Estate 44,702.0 $1.6M 0.00% -13K -23.1% $35.00 +24.4%
1090 UFPI UFP INDUSTRIES INC Basic Materials 17,135.0 $1.6M 0.00% -638.0 -3.6% $91.05 +1.5%
1091 BCPC BALCHEM CORP Basic Materials 10,158.0 $1.6M 0.00% -59.0 -0.6% $153.36 +9.9%
1092 BILL BILL HOLDINGS INC Technology 28,531.0 $1.6M 0.00% +2K +5.6% $54.54 -35.4%
1093 APARTMENT INVT & MGMT CO 261,906.0 $1.6M 0.00% +138K +111.7% $5.94
1094 APPF APPFOLIO INC Technology 6,681.0 $1.6M 0.00% +2K +49.6% $232.65 -34.2%
1095 STWD STARWOOD PPTY TR INC Real Estate 86,034.0 $1.5M 0.00% +8K +9.7% $18.01 -7.1%
1096 EBC EASTERN BANKSHARES INC Financial Services 83,949.0 $1.5M 0.00% +24K +40.4% $18.43 +19.9%
1097 MRCY MERCURY SYS INC Industrials 21,187.0 $1.5M 0.00% +10K +89.6% $73.01 +43.2%
1098 CROX CROCS INC Consumer Cyclical 18,070.0 $1.5M 0.00% $85.52 +48.3%
1099 ACIW ACI WORLDWIDE INC Technology 32,319.0 $1.5M 0.00% +2K +4.9% $47.81 +1.7%
1100 HRI HERC HLDGS INC Industrials 10,385.0 $1.5M 0.00% +601.0 +6.1% $148.38 +2.4%
Page 55 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%