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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 17 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BWXT BWX TECHNOLOGIES INC Industrials 1,125.0 $219K 0.00% NEW $194.65 -19.5%
322 KRMN KARMAN HLDGS INC Industrials 4,370.0 $218K 0.00% NEW $49.92 +7.0%
323 BX BLACKSTONE INC Financial Services 1,820.0 $214K 0.00% -753.0 -29.3% $117.67 +21.8%
324 EQT EQT CORP Energy 3,850.0 $205K 0.00% $53.17 +1.0%
325 BTBT BIT DIGITAL INC Financial Services 64,609.0 $116K 0.00% +10K +18.8% $1.80 -15.0%
326 BLMN BLOOMIN BRANDS INC Consumer Cyclical 11,930.0 $109K 0.00% -4K -23.2% $9.14 +27.2%
327 XPL SOLITARIO RESOURCES CORP Basic Materials 100,000.0 $75K $0.75 +6.3%
328 LCID LUCID GROUP INC Consumer Cyclical 10,135.0 $68K $6.69 -17.6%
329 COTY COTY INC Consumer Defensive 21,984.0 $47K -7K -23.2% $2.16 +26.9%
330 MOS MOSAIC CO Basic Materials 18.0 $381.0 -2.0 -10.0% $21.17 +15.3%
Page 17 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%