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Portfolio (Quarterly) Guide ↗

Pictet North America Advisors SA

· CIK 0001599576
13F Portfolio $1.0B AUM 154 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 41 Added 45 Reduced 5 Exited
Page 4 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CB CHUBB LTD SWITZ Financial Services 9,326.0 $3.0M 0.30% +72.0 +0.8% $325.93 -1.6%
62 UBER UBER TECHNOLOGIES INC Technology 40,421.0 $2.9M 0.29% +7K +21.0% $71.93 -1.7%
63 LIN LINDE PLC Basic Materials 5,663.0 $2.8M 0.28% +99.0 +1.8% $495.76 +2.4%
64 VCIT VANGUARD SCOTTSDALE FDS 33,400.0 $2.8M 0.27% -30K -47.2% $82.75 -0.2%
65 VT VANGUARD INTL EQUITY INDEX F 19,797.0 $2.7M 0.27% -2K -7.7% $138.32 +13.6%
66 INDA ISHARES TR 53,837.0 $2.5M 0.25% -3K -5.3% $46.51 +4.3%
67 UNP UNION PAC CORP Industrials 10,250.0 $2.5M 0.25% -3K -25.1% $242.62 +15.2%
68 IGF ISHARES TR 35,452.0 $2.4M 0.24% $67.00 +0.2%
69 EWT ISHARES INC 32,409.0 $2.3M 0.23% $70.92 +45.2%
70 QQQ INVESCO QQQ TR Financial Services 3,846.0 $2.2M 0.22% $574.63 +26.9%
71 ACWI ISHARES TR 14,605.0 $2.0M 0.20% $138.37 +13.9%
72 RTX RTX CORPORATION Industrials 10,331.0 $2.0M 0.20% $192.90 -8.5%
73 IEFA ISHARES TR 21,426.0 $1.9M 0.19% NEW $90.53 +8.2%
74 PH PARKER-HANNIFIN CORP Industrials 2,060.0 $1.8M 0.18% $895.24 -4.3%
75 VNQI VANGUARD INTL EQUITY INDEX F 40,022.0 $1.8M 0.18% $44.45 +3.2%
76 IXN ISHARES TR 17,696.0 $1.8M 0.18% -354.0 -2.0% $99.97 +39.4%
77 XLV SELECT SECTOR SPDR TR 11,707.0 $1.7M 0.17% -572.0 -4.7% $146.61 +1.5%
78 CPRT COPART INC Industrials 50,757.0 $1.7M 0.17% -15K -23.3% $33.20 -1.1%
79 IEUS ISHARES TR 24,321.0 $1.6M 0.16% -7K -21.8% $66.33 +11.2%
80 DHR DANAHER CORP DEL Healthcare 8,237.0 $1.6M 0.15% -2K -22.3% $189.60 -8.7%
Page 4 of 8  ·  154 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
Financial Services 31.7%
Technology 24.9%
Consumer Cyclical 15.1%
Healthcare 12.2%
Communication Services 8.6%
Industrials 4.9%
Consumer Defensive 1.1%
Energy 1.0%
Basic Materials 0.4%
Utilities 0.1%