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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 8 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLF SELECT SECTOR SPDR TR 5,467.0 $293K 0.03% $53.61 +7.2%
142 DGRW WISDOMTREE TR 3,000.0 $287K 0.03% -646.0 -17.7% $95.62 +4.0%
143 OEF ISHARES TR 765.0 $280K 0.03% $365.87 +3.9%
144 BLK BLACKROCK INC Financial Services 289.0 $278K 0.02% -168.0 -36.8% $961.56 +20.5%
145 XLE SELECT SECTOR SPDR TR 5,214.0 $277K 0.02% $53.11 +19.7%
146 CG CARLYLE GROUP INC Financial Services 5,950.0 $251K 0.02% $42.11 +17.3%
147 XLU SELECT SECTOR SPDR TR 5,492.0 $249K 0.02% $45.34 -2.9%
148 AN AUTONATION INC Consumer Cyclical 1,320.0 $245K 0.02% $185.79 +7.9%
149 CTVA CORTEVA INC Basic Materials 2,819.0 $239K 0.02% $84.69 -7.2%
150 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,000.0 $238K 0.02% $79.22 +5.2%
151 ICVT ISHARES TR 1,934.0 $235K 0.02% -5K -72.1% $121.74 -4.8%
152 CNYA ISHARES TR 6,099.0 $234K 0.02% $38.30 -7.0%
153 KLAC KLA CORP Technology 666.0 $201K 0.02% NEW $301.71 -37.9%
154 SBS COMPANHIA DE SANEAMENTO BASI Utilities 15,730.0 $91K 0.01% NEW $5.78 -20.9%
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
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%