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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 12 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 25,000.0 $2.0M 0.01% $80.94 -1.5%
222 JMBS JANUS DETROIT STR TR 44,150.0 $2.0M 0.01% +12K +38.6% $45.18 -0.2%
223 PYLD PIMCO ETF TR 75,580.0 $2.0M 0.01% +11K +16.4% $26.20 +1.0%
224 MDLZ MONDELEZ INTL INC Consumer Defensive 33,792.0 $1.9M 0.01% -14K -29.1% $57.64 +4.3%
225 EWW ISHARES INC 25,000.0 $1.9M 0.01% $75.23 +2.8%
226 PODD INSULET CORP Healthcare 8,912.0 $1.9M 0.01% +7K +350.3% $209.84 -30.5%
227 AVIR ATEA PHARMACEUTICALS INC Healthcare 345,077.0 $1.9M 0.01% $5.38 -19.0%
228 EW EDWARDS LIFESCIENCES CORP Healthcare 22,099.0 $1.8M 0.01% -79K -78.1% $80.08 +9.1%
229 ORCL ORACLE CORP Technology 11,980.0 $1.8M 0.01% -2K -13.2% $147.11 +25.3%
230 BNTX BIONTECH SE Healthcare 19,677.0 $1.7M 0.01% -2K -9.5% $88.88 +2.3%
231 GRAB GRAB HOLDINGS LIMITED Technology 477,700.0 $1.7M 0.01% +12K +2.6% $3.66 -2.5%
232 ROST ROSS STORES INC Consumer Cyclical 7,978.0 $1.7M 0.01% NEW $216.63 +7.5%
233 APOGEE THERAPEUTICS INC 19,960.0 $1.7M 0.01% -22K -52.2% $84.17
234 ABVX ABIVAX SA Healthcare 15,040.0 $1.7M 0.01% -308.0 -2.0% $111.35 -11.0%
235 NVT NVENT ELEC PLC Industrials 14,074.0 $1.7M 0.01% -695.0 -4.7% $118.28 +49.7%
236 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 12,501.0 $1.6M 0.01% NEW $131.74 +20.2%
237 INCY INCYTE CORP Healthcare 17,455.0 $1.6M 0.01% NEW $94.12 +4.4%
238 LE LANDS END INC NEW Consumer Cyclical 143,405.0 $1.6M 0.01% $11.24 +10.7%
239 TECHNIPFMC PLC 23,180.0 $1.6M 0.01% +17K +287.6% $69.13
240 CPRT COPART INC Industrials 48,055.0 $1.6M 0.01% -7K -13.3% $33.20 -8.9%
Page 12 of 20  ·  385 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%