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Portfolio (Quarterly) Guide ↗

BANQUE PICTET & CIE SA

· CIK 0001535602
13F Portfolio $16.0B AUM 333 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 81 Added 136 Reduced 78 Exited
Page 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AFL AFLAC INC Financial Services 112,822.0 $13.2M 0.08% -2K -1.6% $117.25 -1.0%
42 SCHW SCHWAB CHARLES CORP Financial Services 140,236.0 $12.9M 0.08% -5K -3.5% $92.27 +21.7%
43 CME CME GROUP INC Financial Services 56,727.0 $12.5M 0.08% -2K -4.2% $220.83 +24.5%
44 SMURFIT WESTROCK PLC 268,895.0 $12.4M 0.08% -54K -16.7% $46.26
45 PKG PACKAGING CORP AMER Consumer Cyclical 51,728.0 $12.3M 0.08% -1K -1.9% $238.28 +6.1%
46 FCX FREEPORT MCMORAN INC Basic Materials 195,695.0 $12.3M 0.08% -50K -20.3% $62.89 +21.9%
47 VRTX VERTEX PHARMACEUTICALS INC Healthcare 23,496.0 $11.7M 0.07% -5K -17.7% $496.73 +10.3%
48 ZM ZOOM COMMUNICATIONS INC Technology 133,775.0 $11.5M 0.07% -2K -1.6% $86.31 +24.5%
49 NEM NEWMONT CORP Basic Materials 122,000.0 $11.4M 0.07% -56K -31.4% $93.40 +40.9%
50 QCOM QUALCOMM INC Technology 60,815.0 $11.2M 0.07% -25K -28.8% $184.79 -13.0%
51 EWY ISHARES INC 55,160.0 $11.1M 0.07% -23K -29.0% $201.90 -11.7%
52 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 28,606.0 $11.1M 0.07% -488.0 -1.7% $386.73 +3.6%
53 AMP AMERIPRISE FINL INC Financial Services 23,086.0 $10.6M 0.07% -391.0 -1.7% $458.76 +21.1%
54 ETSY INC 133,214.0 $10.0M 0.06% -3K -2.0% $75.33
55 VRSN VERISIGN INC Technology 38,812.0 $9.8M 0.06% -6K -14.0% $251.56 +12.0%
56 ADP AUTOMATIC DATA PROCESSING IN Industrials 41,222.0 $9.2M 0.06% -9K -17.8% $223.95 +25.4%
57 C CITIGROUP INC Financial Services 65,160.0 $9.1M 0.06% -28K -29.9% $139.96 -5.9%
58 CTAS CINTAS CORP Industrials 50,532.0 $8.6M 0.05% -60K -54.3% $170.08 +19.8%
59 XBI SPDR SERIES TRUST 53,821.0 $8.5M 0.05% -10K -16.2% $158.25 +4.7%
60 WYNN WYNN RESORTS LTD Consumer Cyclical 85,640.0 $8.3M 0.05% -2K -1.8% $97.09 +3.3%
Page 3 of 7  ·  136 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 29.7%
Consumer Cyclical 18.3%
Financial Services 16.4%
Healthcare 15.3%
Communication Services 8.9%
Industrials 7.0%
Consumer Defensive 2.1%
Basic Materials 1.1%
Energy 1.1%
Real Estate 0.1%