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Portfolio (Quarterly) Guide ↗

Pictet Asset Management Holding SA

· CIK 0001993888
13F Portfolio $103.8B AUM Filed Nov 18, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2032 New
Page 65 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 AVA AVISTA CORP Utilities 16,456.0 $622K 0.00% NEW $37.81 +10.0%
1282 DLB DOLBY LABORATORIES INC Technology 8,594.0 $622K 0.00% NEW $72.37 -21.7%
1283 FFIN FIRST FINL BANKSHARES INC Financial Services 18,473.0 $622K 0.00% NEW $33.65 -2.8%
1284 SFBS SERVISFIRST BANCSHARES INC Financial Services 7,711.0 $621K 0.00% NEW $80.53 -3.0%
1285 SNEX STONEX GROUP INC Financial Services 6,137.0 $619K 0.00% NEW $100.92 +11.4%
1286 WULF TERAWULF INC Financial Services 54,162.0 $619K 0.00% NEW $11.42 +123.2%
1287 HUT 8 CORP 17,752.0 $618K 0.00% NEW $34.81
1288 ASB ASSOCIATED BANC CORP Financial Services 24,031.0 $618K 0.00% NEW $25.71 +9.5%
1289 UPST UPSTART HLDGS INC Financial Services 12,161.0 $618K 0.00% NEW $50.80 -40.0%
1290 ENS ENERSYS Industrials 5,461.0 $617K 0.00% NEW $112.96 +109.5%
1291 JOYY JOYY INC Communication Services 10,500.0 $615K 0.00% NEW $58.61 +11.4%
1292 RUN SUNRUN INC Energy 35,509.0 $614K 0.00% NEW $17.29 -10.9%
1293 LSTR LANDSTAR SYS INC Industrials 5,001.0 $613K 0.00% NEW $122.56 +64.7%
1294 URBN URBAN OUTFITTERS INC Consumer Cyclical 8,542.0 $610K 0.00% NEW $71.43 +8.1%
1295 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7,130.0 $610K 0.00% NEW $85.55 -2.3%
1296 PSN PARSONS CORP DEL Industrials 7,354.0 $610K 0.00% NEW $82.92 -31.4%
1297 ECG EVERUS CONSTR GROUP Industrials 7,107.0 $609K 0.00% NEW $85.75 +79.8%
1298 UUUU ENERGY FUELS INC Energy 39,562.0 $608K 0.00% NEW $15.36 +20.1%
1299 KRC KILROY RLTY CORP Real Estate 14,343.0 $606K 0.00% NEW $42.25 -17.4%
1300 BC BRUNSWICK CORP Consumer Cyclical 9,561.0 $605K 0.00% NEW $63.24 +34.1%
Page 65 of 102  ·  2,032 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 35.4%
Industrials 16.2%
Healthcare 11.6%
Financial Services 7.8%
Consumer Cyclical 7.2%
Communication Services 6.8%
Utilities 6.2%
Real Estate 2.7%
Basic Materials 2.3%
Consumer Defensive 2.1%