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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 14 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BLOCK INC 7,400.0 $562K 0.00% $76.00
262 SNPS SYNOPSYS INC Technology 1,258.0 $561K 0.00% NEW $446.07 -11.6%
263 RKLB ROCKET LAB CORP Industrials 5,320.0 $541K 0.00% +363.0 +7.3% $101.65 -32.8%
264 CW CURTISS WRIGHT CORP Industrials 707.0 $536K 0.00% +109.0 +18.2% $757.76 -18.8%
265 LMT LOCKHEED MARTIN CORP Industrials 1,037.0 $528K 0.00% -183.0 -15.0% $509.46 +10.7%
266 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,799.0 $523K 0.00% +381.0 +26.9% $290.59 -9.6%
267 IEI ISHARES TR 4,324.0 $508K 0.00% $117.45 -0.8%
268 MISL FIRST TR EXCHANGE-TRADED FD 11,051.0 $506K 0.00% +5K +79.0% $45.77 -2.6%
269 SEZL SEZZLE INC Financial Services 2,770.0 $475K 0.00% NEW $171.63 -31.3%
270 CRAK VANECK ETF TRUST 10,000.0 $461K 0.00% $46.08 +31.0%
271 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,000.0 $459K 0.00% -843.0 -45.7% $459.13 +17.1%
272 MDB MONGODB INC Technology 1,313.0 $441K 0.00% $335.90 +19.9%
273 EFA ISHARES TR 4,236.0 $440K 0.00% $103.88 +4.0%
274 CAT CATERPILLAR INC Industrials 400.0 $426K 0.00% -937.0 -70.1% $1064.90 -23.8%
275 HII HUNTINGTON INGALLS INDS INC Industrials 1,518.0 $425K 0.00% +380.0 +33.4% $279.89 +5.3%
276 INTC INTEL CORP Technology 3,000.0 $417K 0.00% NEW $139.07 -37.3%
277 PINS PINTEREST INC Communication Services 19,657.0 $413K 0.00% $21.03 +11.6%
278 SBUX STARBUCKS CORP Consumer Cyclical 4,050.0 $412K 0.00% $101.78 +5.6%
279 NLR VANECK ETF TRUST 3,500.0 $406K 0.00% NEW $115.98 +2.4%
280 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 22,991.0 $399K 0.00% $17.35 -4.3%
Page 14 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%