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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 8 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CG CARLYLE GROUP INC Financial Services 5,950.0 $288K 0.03% $48.39 -5.6%
142 IYJ ISHARES TR 1,891.0 $279K 0.03% $147.54 +7.3%
143 EWY ISHARES INC 2,265.0 $279K 0.03% $123.01 +61.2%
144 XLF SELECT SECTOR SPDR TR 5,467.0 $270K 0.03% $49.37 +4.2%
145 VB VANGUARD INDEX FDS 1,024.0 $268K 0.03% -17K -94.4% $261.92 +11.7%
146 AN AUTONATION INC Consumer Cyclical 1,320.0 $258K 0.03% $195.26 -0.2%
147 SPYM SPDR SERIES TRUST 3,362.0 $257K 0.03% $76.54 +15.4%
148 IWM ISHARES TR 1,036.0 $257K 0.03% $248.00 +17.1%
149 XLU SELECT SECTOR SPDR TR 5,492.0 $252K 0.03% $45.89 -1.6%
150 CQQQ INVESCO EXCH TRADED FD TR II 5,462.0 $251K 0.03% -3K -35.5% $46.02 +16.7%
151 OEF ISHARES TR 765.0 $243K 0.02% $318.07 +17.6%
152 CTVA CORTEVA INC Basic Materials 2,819.0 $236K 0.02% NEW $83.71 -4.6%
153 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,000.0 $218K 0.02% $72.55 +6.1%
154 CNYA ISHARES TR 6,099.0 $209K 0.02% $34.23 +9.2%
Page 8 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%