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Portfolio (Quarterly) Guide ↗

Pictet North America Advisors SA

· CIK 0001599576
13F Portfolio $1.1B AUM 154 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 40 Added 43 Reduced 9 Exited
Page 5 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEUS ISHARES TR 24,275.0 $1.7M 0.15% $69.21 +5.8%
82 TXN TEXAS INSTRS INC Technology 5,600.0 $1.7M 0.15% $298.07 -10.8%
83 DHR DANAHER CORP DEL Healthcare 8,399.0 $1.6M 0.14% +162.0 +2.0% $190.48 +15.0%
84 CPRT COPART INC Industrials 52,626.0 $1.5M 0.13% +2K +3.7% $28.19 +22.0%
85 XLV SELECT SECTOR SPDR TR 9,054.0 $1.4M 0.13% -3K -22.7% $158.66 +9.2%
86 UNH UNITEDHEALTH GROUP INC Healthcare 3,419.0 $1.4M 0.12% -21.0 -0.6% $415.63 -7.2%
87 DFUV DIMENSIONAL ETF TRUST 25,825.0 $1.4M 0.12% $55.01 +3.9%
88 LEMB ISHARES INC 33,309.0 $1.4M 0.12% -480.0 -1.4% $42.43 +1.7%
89 IXN ISHARES TR 9,077.0 $1.3M 0.12% -9K -48.7% $144.48 -3.8%
90 EEM ISHARES TR 17,941.0 $1.2M 0.11% +5K +36.0% $68.41 -3.0%
91 XLK SELECT SECTOR SPDR TR 6,374.0 $1.2M 0.11% $190.52 -3.9%
92 RSP INVESCO EXCHANGE TRADED FD T 5,690.0 $1.2M 0.11% $212.77 +3.7%
93 EWA ISHARES INC 42,141.0 $1.2M 0.10% +30K +258.9% $28.16 +5.5%
94 VWO VANGUARD INTL EQUITY INDEX F 19,530.0 $1.2M 0.10% -530.0 -2.6% $59.69 +0.4%
95 CEREBRAS SYSTEMS INC 5,050.0 $1.1M 0.10% NEW $221.00
96 FXI ISHARES TR 33,059.0 $1.0M 0.09% -4K -10.2% $31.59 +12.7%
97 BX BLACKSTONE INC Financial Services 8,800.0 $1.0M 0.09% $117.67 +20.9%
98 QCOM QUALCOMM INC Technology 5,500.0 $1.0M 0.09% $184.79 -12.8%
99 ADBE ADOBE INC Technology 4,823.0 $989K 0.09% +87.0 +1.8% $205.02 +33.0%
100 XBI SPDR SERIES TRUST 6,020.0 $953K 0.08% $158.25 +3.2%
Page 5 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
Technology 29.9%
Financial Services 28.3%
Consumer Cyclical 15.0%
Healthcare 10.9%
Communication Services 9.4%
Industrials 4.3%
Consumer Defensive 1.0%
Energy 0.6%
Basic Materials 0.4%
Utilities 0.1%