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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 9 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DUK DUKE ENERGY CORP NEW Utilities 30,000.0 $3.8M 0.02% $126.58 -3.6%
162 OTIS OTIS WORLDWIDE CORP Industrials 51,657.0 $3.7M 0.02% $71.60 +0.2%
163 HONEYWELL INTL INC 16,327.0 $3.7M 0.02% NEW $223.90
164 HONEYWELL AEROSPACE INC 16,477.0 $3.6M 0.02% NEW $221.08
165 NVT NVENT ELEC PLC Industrials 20,946.0 $3.6M 0.02% +7K +48.8% $169.61 -8.1%
166 IGV ISHARES TR 38,505.0 $3.5M 0.02% +29K +285.1% $90.60 +13.6%
167 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 65,335.0 $3.5M 0.02% +4K +6.8% $52.85 +2.3%
168 PWR QUANTA SVCS INC Industrials 4,545.0 $3.3M 0.02% -3K -39.3% $720.04 -13.7%
169 GS GOLDMAN SACHS GROUP INC Financial Services 3,225.0 $3.3M 0.02% -4K -52.2% $1011.37 +2.7%
170 EWJ ISHARES INC 34,766.0 $3.2M 0.02% $93.27 +1.7%
171 KRE SPDR SERIES TRUST 43,300.0 $3.2M 0.02% $74.85 +0.1%
172 B BARRICK MNG CORP Basic Materials 87,500.0 $3.2M 0.02% $36.73 +30.5%
173 XLF SELECT SECTOR SPDR TR 58,642.0 $3.1M 0.02% -9K -12.9% $53.61 +8.4%
174 YUMC YUM CHINA HLDGS INC Consumer Cyclical 70,900.0 $2.9M 0.02% +3K +4.0% $40.71 +19.3%
175 OIH VANECK ETF TRUST 7,741.0 $2.9M 0.02% -14K -64.2% $372.03 +10.0%
176 DXCM DEXCOM INC Healthcare 41,734.0 $2.8M 0.02% -55K -56.6% $67.35 +36.0%
177 ACN ACCENTURE PLC IRELAND Technology 22,578.0 $2.8M 0.02% +4K +23.2% $124.44 +49.3%
178 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4,914.0 $2.7M 0.02% +383.0 +8.4% $541.83 -5.5%
179 XLE SELECT SECTOR SPDR TR 49,900.0 $2.7M 0.02% -56K -52.9% $53.11 +18.7%
180 PCVX VAXCYTE INC Healthcare 44,736.0 $2.6M 0.02% -17K -27.7% $58.13 +6.4%
Page 9 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%