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Portfolio (Quarterly) Guide ↗

BANQUE PICTET & CIE SA

· CIK 0001535602
13F Portfolio $14.2B AUM 388 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 73 Added 169 Reduced 80 Exited
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PBR PETROLEO BRASILEIRO S A Energy 37,000.0 $768K 0.01% NEW $20.75 -19.3%
42 CRAK VANECK ETF TRUST 10,000.0 $494K 0.00% NEW $49.40 -8.3%
43 IEV ISHARES TR 6,740.0 $458K 0.00% NEW $67.94 +6.6%
44 TGT TARGET CORP Consumer Defensive 3,201.0 $388K 0.00% NEW $121.20 +7.9%
45 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 2,000.0 $378K 0.00% NEW $189.05 +18.8%
46 NTR PUT NUTRIEN LTD Basic Materials 5,000.0 $376K 0.00% NEW $75.25 -16.5%
47 QIAGEN NV 8,413.0 $337K 0.00% NEW $40.03
48 XLV SELECT SECTOR SPDR TR 2,230.0 $327K 0.00% NEW $146.61 +1.9%
49 XLU SELECT SECTOR SPDR TR 7,000.0 $321K 0.00% NEW $45.89 -2.5%
50 RKLB ROCKET LAB CORP Industrials 4,957.0 $318K 0.00% NEW $64.22 +67.0%
51 MISL FIRST TR EXCHANGE-TRADED FD 6,174.0 $276K 0.00% NEW $44.71 +3.8%
52 JETS ETF SER SOLUTIONS 11,000.0 $271K 0.00% NEW $24.63 +25.9%
53 XME SPDR SERIES TRUST 2,500.0 $270K 0.00% NEW $108.01 +8.3%
54 DIA STATE STR SPDR DOW JONES IND Financial Services 575.0 $266K 0.00% NEW $463.19 +11.3%
55 PLTR PALANTIR TECHNOLOGIES INC Technology 1,672.0 $245K 0.00% NEW $146.28 -12.2%
56 VHT VANGUARD WORLD FD 842.0 $229K 0.00% NEW $272.33 +3.0%
57 DDOG DATADOG INC Technology 1,822.0 $215K 0.00% NEW $118.05 +88.9%
58 LEIDOS HOLDINGS INC 1,359.0 $211K 0.00% NEW $155.52
59 ARM ARM HOLDINGS PLC Technology 1,380.0 $209K 0.00% NEW $151.28 +190.5%
60 SONO SONOS INC Technology 10,699.0 $143K 0.00% NEW $13.40 +9.6%
Page 3 of 4  ·  63 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 25.0%
Consumer Cyclical 18.7%
Financial Services 15.1%
Communication Services 14.9%
Healthcare 13.7%
Industrials 7.0%
Consumer Defensive 2.2%
Basic Materials 1.5%
Energy 1.3%
Utilities 0.4%