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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 7 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HDB HDFC BANK LTD Financial Services 16,928.0 $437K 0.04% $25.83 -10.3%
122 ISRG INTUITIVE SURGICAL INC Healthcare 1,079.0 $429K 0.04% +32.0 +3.1% $397.68 +0.0%
123 SDY SPDR SERIES TRUST 2,682.0 $408K 0.04% $152.18 +4.5%
124 HONEYWELL INTL INC 1,787.0 $400K 0.04% NEW $223.90
125 THD ISHARES INC 5,488.0 $397K 0.04% $72.31 +2.1%
126 HONEYWELL AEROSPACE INC 1,787.0 $395K 0.04% NEW $221.08
127 VWOB VANGUARD WHITEHALL FDS 5,812.0 $391K 0.03% $67.24 -1.7%
128 CQQQ INVESCO EXCH TRADED FD TR II 6,815.0 $389K 0.03% +1K +24.8% $57.03 -13.2%
129 FEZ SPDR INDEX SHS FDS 5,520.0 $379K 0.03% $68.68 +4.3%
130 SLB SLB LIMITED Energy 8,000.0 $372K 0.03% $46.49 +15.2%
131 PEP PEPSICO INC Consumer Defensive 2,600.0 $352K 0.03% $135.40 +5.3%
132 EWG ISHARES INC 8,380.0 $347K 0.03% $41.37 +6.5%
133 WMT WALMART INC Consumer Defensive 3,000.0 $340K 0.03% -141.0 -4.5% $113.26 +0.9%
134 ORCL ORACLE CORP Technology 2,300.0 $337K 0.03% -58.0 -2.5% $146.55 -1.9%
135 IYJ ISHARES TR 1,891.0 $315K 0.03% $166.65 -0.4%
136 EIDO ISHARES TR 27,659.0 $313K 0.03% $11.31 +11.2%
137 IWM ISHARES TR 1,036.0 $311K 0.03% $300.45 +0.4%
138 TJX TJX COS INC NEW Consumer Cyclical 2,000.0 $303K 0.03% $151.50 -4.6%
139 CTAS CINTAS CORP Industrials 1,780.0 $303K 0.03% $170.08 +19.4%
140 SPYM SPDR SERIES TRUST 3,362.0 $295K 0.03% $87.88 +3.0%
Page 7 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%