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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 13 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 13,201.0 $835K 0.01% +5K +59.3% $63.25 +18.8%
242 KLAC KLA CORP Technology 2,760.0 $833K 0.01% +2K +848.5% $301.71 -39.5%
243 URI UNITED RENTALS INC Industrials 735.0 $833K 0.01% $1132.89 -4.0%
244 VIS VANGUARD WORLD FD 2,300.0 $829K 0.01% -905.0 -28.2% $360.38 -4.9%
245 CDNS CADENCE DESIGN SYSTEM INC Technology 2,150.0 $807K 0.01% +1K +152.9% $375.32 -16.1%
246 ORCL ORACLE CORP Technology 5,322.0 $780K 0.01% -7K -55.6% $146.55 -2.0%
247 TIP ISHARES TR 7,050.0 $771K 0.01% $109.43 -2.0%
248 RSP INVESCO EXCHANGE TRADED FD T 3,588.0 $763K 0.01% -1K -24.5% $212.77 +4.2%
249 NTR NUTRIEN LTD Basic Materials 12,092.0 $762K 0.01% NEW $62.98 +17.1%
250 EA ELECTRONIC ARTS INC Communication Services 3,540.0 $726K 0.01% $205.04 +2.3%
251 QUBT QUANTUM COMPUTING INC Technology 72,000.0 $698K 0.00% $9.70 -14.4%
252 AXP AMERICAN EXPRESS CO Financial Services 2,061.0 $697K 0.00% -5K -71.7% $338.25 -0.1%
253 CRWD CROWDSTRIKE HLDGS INC Technology 892.0 $681K 0.00% $190.79 +0.3%
254 EIDO ISHARES TR 60,000.0 $679K 0.00% $11.31 +12.0%
255 IDXX IDEXX LABS INC Healthcare 1,282.0 $675K 0.00% $526.44 +5.8%
256 UNH CALL UNITEDHEALTH GROUP INC Healthcare 1,530.0 $636K 0.00% NEW $415.63 -4.4%
257 IJR ISHARES TR 4,249.0 $630K 0.00% $148.31 -1.1%
258 ADBE CALL ADOBE INC Technology 3,024.0 $620K 0.00% $205.02 +34.7%
259 BLK BLACKROCK INC Financial Services 590.0 $567K 0.00% $961.56 +21.5%
260 CGXU CAPITAL GROUP INTL FOCUS EQT 16,318.0 $565K 0.00% $34.62 +0.7%
Page 13 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%