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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 63 of 127  ·  2,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 MYRG MYR GROUP INC DEL Industrials 5,500.0 $1.2M 0.00% -543.0 -9.0% $218.50 +118.7%
1242 ON SEMICONDUCTOR CORP 1,000,000.0 $1.2M 0.00% -300K -23.1% $1.20
1243 VSAT VIASAT INC Technology 34,764.0 $1.2M 0.00% +13K +60.8% $34.46 +79.8%
1244 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 23,927.0 $1.2M 0.00% +3K +14.8% $49.96 -2.9%
1245 DAN DANA INC Consumer Cyclical 50,217.0 $1.2M 0.00% +1K +2.4% $23.76 +18.4%
1246 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 12,650.0 $1.2M 0.00% +3K +30.7% $93.95 +27.9%
1247 PIPER SANDLER COMPANIES 3,488.0 $1.2M 0.00% $339.71
1248 HLNE HAMILTON LANE INC Financial Services 8,821.0 $1.2M 0.00% -5K -35.0% $134.31 -42.1%
1249 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 21,955.0 $1.2M 0.00% +2K +7.8% $53.94 +34.9%
1250 FRO FRONTLINE PLC Energy 54,255.0 $1.2M 0.00% $21.82 +62.8%
1251 NMRK NEWMARK GROUP INC Real Estate 68,103.0 $1.2M 0.00% +17K +33.0% $17.34 -11.9%
1252 TVTX TRAVERE THERAPEUTICS INC Healthcare 30,877.0 $1.2M 0.00% +5K +20.9% $38.21 +54.0%
1253 VAL VALARIS LTD Energy 23,324.0 $1.2M 0.00% +303.0 +1.3% $50.40 +51.5%
1254 UPSTART HLDGS INC 1,300,000.0 $1.2M 0.00% NEW $0.90
1255 NE NOBLE CORP PLC Energy 41,560.0 $1.2M 0.00% $28.24 +35.7%
1256 CAMT CAMTEK LTD Technology 11,019.0 $1.2M 0.00% -695.0 -5.9% $106.35 +44.5%
1257 MIRM MIRUM PHARMACEUTICALS INC Healthcare 14,815.0 $1.2M 0.00% +3K +22.3% $78.99 +56.7%
1258 NUTANIX INC 1,200,000.0 $1.2M 0.00% NEW $0.97
1259 VCYT VERACYTE INC Healthcare 27,542.0 $1.2M 0.00% +6K +27.5% $42.10 +43.7%
1260 BEONE MEDICINES LTD 3,811.0 $1.2M 0.00% +724.0 +23.4% $303.81
Page 63 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%