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Portfolio (Quarterly) Guide ↗

PICTET BANK & TRUST Ltd

· CIK 0001535631
13F Portfolio $93M AUM 38 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 20 Added 3 Reduced 2 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OC OWENS CORNING NEW Industrials 11,963.0 $1.9M 2.04% $158.96 -7.5%
22 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,928.0 $1.9M 2.01% -879.0 -18.3% $477.57 -12.6%
23 ZTS ZOETIS INC Healthcare 22,500.0 $1.6M 1.73% $71.86 +6.6%
24 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 17,314.0 $1.6M 1.71% +945.0 +5.8% $92.09 -1.7%
25 LIN LINDE PLC Basic Materials 2,926.0 $1.5M 1.63% +604.0 +26.0% $518.94 -6.4%
26 SYK STRYKER CORPORATION Healthcare 4,125.0 $1.3M 1.39% +334.0 +8.8% $314.84 +5.0%
27 CRM SALESFORCE INC Technology 6,435.0 $1.0M 1.08% +529.0 +9.0% $156.66 +32.1%
28 UNH UNITEDHEALTH GROUP INC Healthcare 2,423.0 $1.0M 1.08% $415.63 -4.3%
29 TOTALENERGIES SE 10,048.0 $782K 0.84% +2K +27.8% $77.78
30 BSX BOSTON SCIENTIFIC CORP Healthcare 15,957.0 $681K 0.73% +903.0 +6.0% $42.68 +16.7%
31 LLY ELI LILLY & CO Healthcare 540.0 $648K 0.69% NEW $1199.43 +4.5%
32 PANW PALO ALTO NETWORKS INC Technology 1,323.0 $451K 0.48% NEW $341.02 +1.0%
33 GLD SPDR GOLD TR Financial Services 862.0 $316K 0.34% NEW $366.90 +16.0%
34 VGT VANGUARD WORLD FD 2,592.0 $310K 0.33% +2K +700.0% $119.52 -1.7%
35 UBS UBS GROUP AG Financial Services 5,758.0 $286K 0.31% $49.66 +8.6%
36 PG PROCTER & GAMBLE CO Consumer Defensive 1,881.0 $276K 0.30% NEW $146.64 -1.0%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 290.0 $217K 0.23% NEW $746.77 +2.5%
38 WISE GROUP PLC 10,650.0 $128K 0.14% NEW $12.00
Page 2 of 2  ·  38 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 30.8%
Consumer Cyclical 18.6%
Financial Services 15.8%
Healthcare 13.2%
Industrials 8.9%
Communication Services 8.0%
Consumer Defensive 2.9%
Basic Materials 1.8%