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Portfolio (Quarterly) Guide ↗

Pictet Asset Management Holding SA

· CIK 0001993888
13F Portfolio $104.7B AUM 2,143 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 202 New 926 Added 776 Reduced 140 Exited
Page 43 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SIX FLAGS ENTERTAINMENT CORP 14,477.0 $308K +435.0 +3.1% $21.30
842 EOSE EOS ENERGY ENTERPRISES INC Industrials 52,409.0 $308K +4K +7.9% $5.88 -35.2%
843 PATHWARD FINANCIAL INC 3,528.0 $307K +134.0 +4.0% $87.06
844 OFG OFG BANCORP Financial Services 6,253.0 $307K +1K +24.2% $49.07 +6.4%
845 NTST NETSTREIT CORP Real Estate 14,105.0 $298K +3K +25.3% $21.13 -3.7%
846 STC STEWART INFORMATION SVCS COR Financial Services 4,508.0 $298K +715.0 +18.9% $66.02 +4.8%
847 EVTC EVERTEC INC Technology 10,614.0 $295K +2K +19.7% $27.78 +7.6%
848 XHR XENIA HOTELS & RESORTS INC Real Estate 14,278.0 $291K +3K +29.4% $20.36 -4.6%
849 NTLA INTELLIA THERAPEUTICS INC Healthcare 16,933.0 $287K +5K +47.2% $16.92 -24.1%
850 QUBT QUANTUM COMPUTING INC Technology 29,418.0 $285K +6K +27.1% $9.70 -8.0%
851 ANIP ANI PHARMACEUTICALS INC Healthcare 3,436.0 $284K +638.0 +22.8% $82.78 -9.0%
852 PPTA PERPETUA RESOURCES CORP Basic Materials 13,686.0 $284K +439.0 +3.3% $20.76 +23.8%
853 HOPE HOPE BANCORP INC Financial Services 20,534.0 $281K +5K +28.5% $13.68 +2.1%
854 NNI NELNET INC Financial Services 2,102.0 $280K +388.0 +22.6% $133.33 -4.7%
855 SRPT SAREPTA THERAPEUTICS INC Healthcare 15,482.0 $278K +2K +17.9% $17.97 +4.6%
856 FLO FLOWERS FOODS INC Consumer Defensive 34,950.0 $276K +5K +15.3% $7.90 -12.0%
857 DDS DILLARDS INC Consumer Cyclical 514.0 $272K +25.0 +5.1% $528.42 +17.6%
858 KMPR KEMPER CORP Financial Services 9,974.0 $269K +1K +14.5% $26.96 +0.3%
859 ROCK GIBRALTAR INDS INC Industrials 5,958.0 $269K +998.0 +20.1% $45.10 +3.1%
860 LITHIUM AMERS CORP NEW 68,972.0 $265K +28K +69.3% $3.85
Page 43 of 47  ·  926 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 39.8%
Industrials 13.8%
Healthcare 11.9%
Financial Services 8.2%
Utilities 6.5%
Consumer Cyclical 6.3%
Communication Services 5.4%
Basic Materials 2.3%
Consumer Defensive 2.1%
Energy 1.9%