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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 8 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ALNT ALLIENT INC Technology 2,155.0 $222K NEW $102.93 -9.6%
142 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 5,696.0 $221K NEW $38.77 -1.1%
143 PNTG PENNANT GROUP INC Healthcare 5,948.0 $220K NEW $36.95 +5.3%
144 LLYVA LIBERTY LIVE HOLDINGS INC 2,166.0 $219K NEW $101.26
145 SCL STEPAN CO Basic Materials 3,914.0 $218K NEW $55.72 +11.6%
146 CNOB CONNECTONE BANCORP INC Financial Services 6,494.0 $217K NEW $33.44 -3.7%
147 TNC TENNANT CO Industrials 2,478.0 $217K NEW $87.54 -22.1%
148 NBN NORTHEAST BK PORTLAND ME Financial Services 1,636.0 $217K NEW $132.53 -2.3%
149 RAPP RAPPORT THERAPEUTICS INC Healthcare 5,198.0 $217K NEW $41.67 +18.4%
150 CPF CENTRAL PAC FINL CORP Financial Services 5,638.0 $215K NEW $38.20 -1.2%
151 CTBI COMMUNITY TR BANCORP INC Financial Services 2,971.0 $215K NEW $72.36 +5.9%
152 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 7,968.0 $214K NEW $26.86 +5.6%
153 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 2,978.0 $214K NEW $71.86 +1.2%
154 PEBO PEOPLES BANCORP INC Financial Services 5,554.0 $213K NEW $38.41 +3.7%
155 CEVA CEVA INC Technology 4,508.0 $213K NEW $47.16 -43.4%
156 PFBC PREFERRED BK LOS ANGELES CA Financial Services 2,000.0 $213K NEW $106.26 -2.1%
157 SRCE 1ST SOURCE CORP Financial Services 2,603.0 $212K NEW $81.58 +5.5%
158 BLFS BIOLIFE SOLUTIONS INC Healthcare 7,505.0 $212K NEW $28.24 +31.7%
159 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 4,441.0 $210K NEW $47.33 -45.3%
160 RCAT RED CAT HLDGS INC Technology 19,693.0 $210K NEW $10.65 -16.2%
Page 8 of 11  ·  202 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%