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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 14 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RSP INVESCO EXCHANGE TRADED FD T 4,755.0 $911K 0.01% NEW $191.56 +9.6%
262 XLK SELECT SECTOR SPDR TR 6,280.0 $904K 0.01% NEW $143.97 +33.0%
263 TW TRADEWEB MKTS INC Financial Services 8,342.0 $897K 0.01% NEW $107.54 -7.5%
264 XHB SPDR SERIES TRUST 8,635.0 $889K 0.01% NEW $102.96 +7.8%
265 CRM PUT SALESFORCE INC Technology 3,250.0 $861K 0.01% NEW $264.94 -42.7%
266 JEF JEFFERIES FINL GROUP INC Financial Services 13,763.0 $853K 0.01% NEW $61.97 +0.2%
267 EVR EVERCORE INC Financial Services 2,357.0 $802K 0.01% NEW $340.25 +9.2%
268 ARQQ ARQIT QUANTUM INC Technology 36,000.0 $788K 0.01% NEW $21.88 +11.4%
269 TIP ISHARES TR 7,050.0 $775K 0.01% NEW $109.91 -0.5%
270 MCHI ISHARES TR 12,600.0 $757K 0.00% NEW $60.07 -12.2%
271 QUBT QUANTUM COMPUTING INC Technology 72,000.0 $739K 0.00% NEW $10.26 +4.9%
272 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 45,584.0 $729K 0.00% NEW $15.99 +4.9%
273 SANM SANMINA CORPORATION Technology 4,849.0 $728K 0.00% NEW $150.07 +60.9%
274 FCX PUT FREEPORT-MCMORAN INC Basic Materials 14,297.0 $726K 0.00% NEW $50.79 +35.2%
275 EA ELECTRONIC ARTS INC Communication Services 3,540.0 $723K 0.00% NEW $204.33 -1.1%
276 MTCH MATCH GROUP INC NEW Communication Services 22,000.0 $710K 0.00% NEW $32.29 +9.8%
277 VIS VANGUARD WORLD FD 2,280.0 $680K 0.00% NEW $298.38 +18.5%
278 LAZ LAZARD INC Financial Services 13,421.0 $652K 0.00% NEW $48.56 -8.8%
279 FRO FRONTLINE PLC Energy 29,640.0 $647K 0.00% NEW $21.82 +87.6%
280 RGLD ROYAL GOLD INC Basic Materials 2,889.0 $642K 0.00% NEW $222.29 -3.4%
Page 14 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%