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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 12 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 INDY ISHARES TR 30,000.0 $1.3M 0.01% $43.45 -0.3%
222 DDOG DATADOG INC Technology 4,950.0 $1.3M 0.01% +3K +171.7% $260.36 -13.3%
223 IYH ISHARES TR 19,088.0 $1.3M 0.01% $67.01 +10.2%
224 AAXJ ISHARES TR 10,655.0 $1.3M 0.01% $119.33 -4.2%
225 SHV ISHARES TR 11,055.0 $1.2M 0.01% -102K -90.2% $110.35 -0.0%
226 CG CARLYLE GROUP INC Financial Services 28,700.0 $1.2M 0.01% $42.11 +16.7%
227 XLK SELECT SECTOR SPDR TR 6,280.0 $1.2M 0.01% $190.52 -5.5%
228 IEF ISHARES TR 11,976.0 $1.1M 0.01% +7K +119.5% $94.57 -1.6%
229 XLP SELECT SECTOR SPDR TR 13,610.0 $1.1M 0.01% $83.07 +5.3%
230 EWM ISHARES INC 40,000.0 $1.1M 0.01% $26.95 +6.1%
231 ARQQ ARQIT QUANTUM INC Technology 36,000.0 $1.1M 0.01% $29.72 -32.3%
232 MOS CALL MOSAIC CO Basic Materials 50,000.0 $1.1M 0.01% -4K -7.4% $21.19 +13.3%
233 CGDV CAPITAL GROUP DIVIDEND VALUE 21,469.0 $1.1M 0.01% $49.28 +1.5%
234 VCSH VANGUARD SCOTTSDALE FDS 12,820.0 $1.0M 0.01% +7K +129.1% $79.03 -0.5%
235 XHB SPDR SERIES TRUST 8,635.0 $998K 0.01% $115.56 -8.0%
236 VGT VANGUARD WORLD FD 8,264.0 $988K 0.01% +7K +873.4% $119.52 -2.6%
237 SOXX ISHARES TR 1,500.0 $961K 0.01% $640.76 -21.0%
238 IEV ISHARES TR 12,070.0 $879K 0.01% +5K +79.1% $72.85 +4.2%
239 EPHE ISHARES TR 35,000.0 $846K 0.01% $24.16 +4.5%
240 MTCH MATCH GROUP INC NEW Communication Services 22,000.0 $837K 0.01% $38.05 +9.7%
Page 12 of 17  ·  330 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%