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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 7 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NKE NIKE INC Consumer Cyclical 136,693.0 $8.7M 0.05% NEW $63.71 -29.1%
122 EW EDWARDS LIFESCIENCES CORP Healthcare 100,911.0 $8.6M 0.05% NEW $85.25 +2.5%
123 HDB HDFC BANK LTD Financial Services 228,910.0 $8.4M 0.05% NEW $36.54 -31.4%
124 EPOL ISHARES TR 234,770.0 $8.3M 0.05% NEW $35.19 +13.0%
125 EWY ISHARES INC 84,769.0 $8.2M 0.05% NEW $97.22 +125.5%
126 ILF ISHARES TR 270,000.0 $8.2M 0.05% NEW $30.45 +11.3%
127 XBI SPDR SERIES TRUST 64,877.0 $7.9M 0.05% NEW $121.93 +15.4%
128 EOG EOG RES INC Energy 72,499.0 $7.6M 0.04% NEW $105.01 +23.8%
129 ETSY INC 137,167.0 $7.6M 0.04% NEW $55.44
130 WMT WALMART INC Consumer Defensive 66,147.0 $7.4M 0.04% NEW $111.41 +5.2%
131 DXCM DEXCOM INC Healthcare 109,823.0 $7.3M 0.04% NEW $66.37 +9.2%
132 EL LAUDER ESTEE COS INC Consumer Defensive 69,064.0 $7.2M 0.04% NEW $104.72 -19.0%
133 CSCO CISCO SYS INC Technology 94,174.0 $7.2M 0.04% NEW $76.72 +55.8%
134 GDX VANECK ETF TRUST 83,500.0 $7.2M 0.04% NEW $85.77 -3.8%
135 GS GOLDMAN SACHS GROUP INC Financial Services 7,994.0 $7.0M 0.04% NEW $879.00 +24.8%
136 CI THE CIGNA GROUP Healthcare 25,216.0 $6.9M 0.04% NEW $275.23 +1.5%
137 ACN ACCENTURE PLC IRELAND Technology 25,705.0 $6.9M 0.04% NEW $268.30 -52.3%
138 IVV ISHARES TR 9,992.0 $6.8M 0.04% NEW $684.94 +9.5%
139 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 41,160.0 $6.7M 0.04% NEW $161.96 -17.3%
140 COST COSTCO WHSL CORP NEW Consumer Defensive 7,662.0 $6.6M 0.04% NEW $862.34 +10.3%
Page 7 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%