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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 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PICK ISHARES INC 64,971.0 $3.7M 0.03% -10K -13.0% $56.59 +11.2%
102 ACN ACCENTURE PLC IRELAND Technology 18,328.0 $3.6M 0.03% -7K -28.7% $198.29 -35.5%
103 PCVX VAXCYTE INC Healthcare 61,846.0 $3.6M 0.03% -10K -13.9% $58.11 -11.5%
104 B BARRICK MNG CORP Basic Materials 87,500.0 $3.6M 0.03% -15K -14.6% $40.79 -1.1%
105 XLF SELECT SECTOR SPDR TR 67,342.0 $3.3M 0.02% -3K -4.7% $49.37 +8.5%
106 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 25,000.0 $3.1M 0.02% -4K -13.8% $125.46 -14.7%
107 EWJ ISHARES INC 34,781.0 $2.9M 0.02% -8K -18.1% $84.44 +14.0%
108 IRTC IRHYTHM HOLDINGS INC Healthcare 24,815.0 $2.9M 0.02% -2K -8.5% $118.02 -11.3%
109 KRE SPDR SERIES TRUST 43,300.0 $2.8M 0.02% -4K -7.6% $65.15 +10.1%
110 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4,531.0 $2.7M 0.02% -97.0 -2.1% $592.98 -9.5%
111 GPCR STRUCTURE THERAPEUTICS INC Healthcare 49,367.0 $2.4M 0.02% -11K -17.6% $48.20 -7.7%
112 GLOBUS MED INC 27,527.0 $2.4M 0.02% -594.0 -2.1% $86.16
113 IMVT IMMUNOVANT INC Healthcare 88,660.0 $2.2M 0.02% -26K -22.8% $24.84 +42.3%
114 AXP AMERICAN EXPRESS CO Financial Services 7,278.0 $2.2M 0.02% -2K -20.4% $302.48 +11.8%
115 ECL ECOLAB INC Basic Materials 8,249.0 $2.2M 0.01% -2K -22.1% $266.02 +1.2%
116 FFIV F5 INC Technology 7,246.0 $2.1M 0.01% -4K -35.4% $289.33 +33.2%
117 CF CF INDUSTRIES HOLD Basic Materials 15,637.0 $2.0M 0.01% -15K -49.7% $129.84 -20.7%
118 MDLZ MONDELEZ INTL INC Consumer Defensive 33,792.0 $1.9M 0.01% -14K -29.1% $57.64 +4.3%
119 EW EDWARDS LIFESCIENCES CORP Healthcare 22,099.0 $1.8M 0.01% -79K -78.1% $80.08 +9.1%
120 ORCL ORACLE CORP Technology 11,980.0 $1.8M 0.01% -2K -13.2% $147.11 +25.3%
Page 6 of 9  ·  169 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%