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Portfolio (Quarterly) Guide ↗

BANQUE PICTET & CIE SA

· CIK 0001535602
13F Portfolio $17.1B AUM 411 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 402 New
Page 12 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EWW ISHARES INC 25,000.0 $1.7M 0.01% NEW $69.33 +11.5%
222 PYLD PIMCO ETF TR 64,920.0 $1.7M 0.01% NEW $26.68 -0.8%
223 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 25,000.0 $1.7M 0.01% NEW $68.80 +15.8%
224 CG CARLYLE GROUP INC Financial Services 28,700.0 $1.7M 0.01% NEW $59.11 -24.2%
225 DB DEUTSCHE BANK A G Financial Services 43,500.0 $1.7M 0.01% NEW $38.89 -9.3%
226 SIHY HARBOR ETF TRUST 36,900.0 $1.7M 0.01% NEW $45.68 +0.1%
227 JAAA JANUS DETROIT STR TR 32,860.0 $1.7M 0.01% NEW $50.58 +0.1%
228 FSLR FIRST SOLAR INC Energy 6,232.0 $1.6M 0.01% NEW $261.23 -1.4%
229 DECK DECKERS OUTDOOR CORP Consumer Cyclical 15,272.0 $1.6M 0.01% NEW $103.67 +5.2%
230 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,600.0 $1.6M 0.01% NEW $278.92 +12.0%
231 CYBERARK SOFTWARE LTD 3,490.0 $1.6M 0.01% NEW $446.06
232 HAL HALLIBURTON CO Energy 54,768.0 $1.5M 0.01% NEW $28.26 +23.6%
233 NVT NVENT ELECTRIC PLC Industrials 14,769.0 $1.5M 0.01% NEW $101.97 +73.6%
234 RAMP LIVERAMP HLDGS INC Technology 51,000.0 $1.5M 0.01% NEW $29.37 +28.5%
235 EIDO ISHARES TR 80,000.0 $1.5M 0.01% NEW $18.70 -33.5%
236 IDXX IDEXX LABS INC Healthcare 2,200.0 $1.5M 0.01% NEW $676.53 -16.9%
237 INDY ISHARES TR 30,000.0 $1.5M 0.01% NEW $49.29 -11.7%
238 EWM ISHARES INC 54,000.0 $1.5M 0.01% NEW $27.36 +0.6%
239 JMBS JANUS DETROIT STR TR 31,860.0 $1.5M 0.01% NEW $45.69 -1.3%
240 IONQ IONQ INC Technology 30,000.0 $1.3M 0.01% NEW $44.87 +26.0%
Page 12 of 21  ·  402 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 24.4%
Consumer Cyclical 20.8%
Financial Services 16.6%
Communication Services 16.3%
Healthcare 11.7%
Industrials 6.5%
Consumer Defensive 1.9%
Basic Materials 1.0%
Energy 0.8%
Real Estate 0.1%