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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 83 of 127  ·  2,537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 SUPER MICRO COMPUTER INC 700,000.0 $627K 0.00% -1.1M -61.1% $0.90
1642 GLOBAL PMTS INC 700,000.0 $626K 0.00% -400K -36.4% $0.90
1643 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 23,938.0 $626K 0.00% +3K +12.9% $26.13 +56.7%
1644 IPAR INTERPARFUMS INC Consumer Defensive 7,357.0 $624K 0.00% +4K +95.3% $84.83 +26.5%
1645 HAEMONETICS CORP MASS 600,000.0 $624K 0.00% -525K -46.7% $1.04
1646 ENVX ENOVIX CORPORATION Industrials 85,319.0 $624K 0.00% +19K +27.7% $7.31 -20.0%
1647 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 28,868.0 $622K 0.00% +10K +52.3% $21.56 -38.6%
1648 TARS TARSUS PHARMACEUTICALS INC Healthcare 7,591.0 $622K 0.00% $81.88 -25.0%
1649 MCY MERCURY GENL CORP NEW Financial Services 6,608.0 $622K 0.00% +1K +25.0% $94.06 +11.4%
1650 WHD CACTUS INC Energy 13,585.0 $621K 0.00% +1K +9.8% $45.68 +11.7%
1651 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 43,507.0 $620K 0.00% +10K +31.7% $14.26 +0.4%
1652 LITHIUM AMERS CORP NEW 142,234.0 $619K 0.00% +119K +510.1% $4.36
1653 FLO FLOWERS FOODS INC Consumer Defensive 56,936.0 $619K 0.00% +7K +13.0% $10.88 -28.3%
1654 AMPL AMPLITUDE INC Technology 53,441.0 $619K 0.00% +12K +28.4% $11.58 -36.9%
1655 BHC BAUSCH HEALTH COS INC Healthcare 88,971.0 $619K 0.00% $6.95 -29.2%
1656 ABUS ARBUTUS BIOPHARMA CORP Healthcare 128,315.0 $617K 0.00% +28K +27.9% $4.81 -6.7%
1657 ITGR INTEGER HLDGS CORP Healthcare 7,851.0 $616K 0.00% -530.0 -6.3% $78.43 +19.4%
1658 WDFC WD 40 CO Basic Materials 3,126.0 $616K 0.00% $196.90 +25.6%
1659 TRIP TRIPADVISOR INC Consumer Cyclical 42,142.0 $614K 0.00% +1K +3.4% $14.56 -7.2%
1660 ALK ALASKA AIR GROUP INC Industrials 12,179.0 $613K 0.00% $50.30 +5.8%
Page 83 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%