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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 7 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BNTX BIONTECH SE Healthcare 19,677.0 $1.7M 0.01% -2K -9.5% $88.88 +2.3%
122 APOGEE THERAPEUTICS INC 19,960.0 $1.7M 0.01% -22K -52.2% $84.17
123 ABVX ABIVAX SA Healthcare 15,040.0 $1.7M 0.01% -308.0 -2.0% $111.35 -11.0%
124 NVT NVENT ELEC PLC Industrials 14,074.0 $1.7M 0.01% -695.0 -4.7% $118.28 +49.7%
125 CPRT COPART INC Industrials 48,055.0 $1.6M 0.01% -7K -13.3% $33.20 -8.9%
126 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,409.0 $1.6M 0.01% -120.0 -2.6% $358.79 -12.9%
127 NTAP NETAPP INC Technology 15,018.0 $1.5M 0.01% -7K -32.2% $102.39 +56.0%
128 STE STERIS PLC Healthcare 6,633.0 $1.5M 0.01% -3K -32.2% $221.13 -8.4%
129 ICLR ICON PLC Healthcare 13,238.0 $1.5M 0.01% -253.0 -1.9% $110.66 +31.9%
130 SIHY HARBOR ETF TRUST 31,600.0 $1.4M 0.01% -5K -14.4% $44.81 +2.0%
131 SNA SNAP ON INC Industrials 3,769.0 $1.4M 0.01% -3K -43.1% $363.22 +6.6%
132 SOLENO THERAPEUTICS INC 38,730.0 $1.3M 0.01% -5K -11.6% $33.48
133 INTU INTUIT Technology 2,715.0 $1.2M 0.01% -1K -32.1% $432.38 -38.2%
134 EWM ISHARES INC 40,000.0 $1.1M 0.01% -14K -25.9% $28.41 -3.1%
135 AAXJ ISHARES TR 10,655.0 $1.0M 0.01% -196.0 -1.8% $96.29 +28.1%
136 EIDO ISHARES TR 60,000.0 $947K 0.01% -20K -25.0% $15.79 -21.3%
137 RMD RESMED INC Healthcare 4,194.0 $941K 0.01% -6K -57.3% $224.48 -16.0%
138 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,843.0 $894K 0.01% -357.0 -16.2% $484.91 -3.5%
139 EPHE ISHARES TR 35,000.0 $869K 0.01% -13K -27.1% $24.83 +2.7%
140 SNOW SNOWFLAKE INC Technology 5,600.0 $845K 0.01% -9K -62.0% $150.82 +54.0%
Page 7 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%