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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 13 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,409.0 $1.6M 0.01% -120.0 -2.6% $358.79 -12.9%
242 VKTX VIKING THERAPEUTICS INC Healthcare 48,492.0 $1.6M 0.01% +13K +38.5% $32.54 -6.6%
243 CCJ CAMECO CORP Energy 14,531.0 $1.6M 0.01% NEW $108.40 -1.8%
244 HRL HORMEL FOODS CORP Consumer Defensive 68,565.0 $1.6M 0.01% NEW $22.65 +6.7%
245 NTAP NETAPP INC Technology 15,018.0 $1.5M 0.01% -7K -32.2% $102.39 +56.0%
246 PNW PINNACLE WEST CAP CORP Utilities 14,978.0 $1.5M 0.01% NEW $100.75 +1.6%
247 CNP CENTERPOINT ENERGY INC Utilities 34,782.0 $1.5M 0.01% NEW $43.16 -0.8%
248 WEC WEC ENERGY GROUP INC Utilities 12,897.0 $1.5M 0.01% NEW $115.77 -3.1%
249 FSLR FIRST SOLAR INC Energy 7,452.0 $1.5M 0.01% +1K +19.6% $197.26 +30.6%
250 STE STERIS PLC Healthcare 6,633.0 $1.5M 0.01% -3K -32.2% $221.13 -8.4%
251 ICLR ICON PLC Healthcare 13,238.0 $1.5M 0.01% -253.0 -1.9% $110.66 +31.9%
252 FNV FRANCO NEV CORP Basic Materials 5,815.0 $1.4M 0.01% NEW $246.82 -11.2%
253 TPR TAPESTRY INC Consumer Cyclical 10,075.0 $1.4M 0.01% NEW $141.11 +1.7%
254 SIHY HARBOR ETF TRUST 31,600.0 $1.4M 0.01% -5K -14.4% $44.81 +2.0%
255 RGTI RIGETTI COMPUTING INC Technology 100,000.0 $1.4M 0.01% $14.04 +52.1%
256 GGG GRACO INC Industrials 16,523.0 $1.4M 0.01% NEW $84.65 -10.2%
257 CG CARLYLE GROUP INC Financial Services 28,700.0 $1.4M 0.01% $48.39 -7.4%
258 MOS CALL MOSAIC CO Basic Materials 54,000.0 $1.4M 0.01% $25.50 -10.2%
259 SNA SNAP ON INC Industrials 3,769.0 $1.4M 0.01% -3K -43.1% $363.22 +6.6%
260 PSA PUBLIC STORAGE OPER CO Real Estate 4,888.0 $1.3M 0.01% NEW $270.88 +17.4%
Page 13 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%