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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 39 of 108  ·  2,143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PPL PPL CORP Utilities 185,647.0 $6.7M 0.01% +6K +3.3% $36.35 -5.4%
762 IONQ IONQ INC Technology 125,653.0 $6.7M 0.01% +4K +3.1% $53.26 -15.8%
763 UAL UNITED AIRLS HLDGS INC Industrials 49,158.0 $6.7M 0.01% +4K +9.2% $135.99 -16.8%
764 BETA BETA TECHNOLOGIES INC Industrials 397,816.0 $6.7M 0.01% +12K +3.0% $16.75 +47.7%
765 CLX CLOROX CO DEL Consumer Defensive 69,686.0 $6.7M 0.01% -5K -6.8% $95.44 +11.8%
766 CDE COEUR MNG INC Basic Materials 406,077.0 $6.6M 0.01% +314K +340.2% $16.32 +28.5%
767 QFIN QFIN HOLDINGS INC Financial Services 411,055.0 $6.5M 0.01% -227K -35.6% $15.81 -26.8%
768 WSO WATSCO INC Industrials 15,587.0 $6.5M 0.01% -6K -28.5% $416.73 -25.1%
769 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 35,820.0 $6.5M 0.01% -32K -47.4% $181.15 +15.7%
770 SATS ECHOSTAR CORP Technology 63,194.0 $6.4M 0.01% +8K +13.9% $101.50 -14.3%
771 EMERA INC 120,518.0 $6.4M 0.01% -30K -20.1% $53.03
772 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 215,277.0 $6.3M 0.01% -39K -15.2% $29.29 +21.1%
773 SMCI SUPER MICRO COMPUTER INC Technology 213,157.0 $6.3M 0.01% $29.33 +27.0%
774 GLOBUS MED INC 78,400.0 $6.2M 0.01% -39K -33.4% $79.45
775 EVEREST GROUP LTD 17,347.0 $6.2M 0.01% -2K -10.5% $357.23
776 ESLT ELBIT SYS LTD Industrials 8,147.0 $6.2M 0.01% +86.0 +1.1% $758.53 -2.3%
777 EMBJ EMBRAER S.A. Industrials 95,028.0 $6.1M 0.01% NEW $63.80 +19.0%
778 WISE GROUP PLC 499,616.0 $6.0M 0.01% NEW $12.00
779 SUI SUN CMNTYS INC Real Estate 49,931.0 $6.0M 0.01% -2K -3.5% $119.91 +1.5%
780 NVDA CALL NVIDIA CORPORATION Technology 29,594.0 $5.9M 0.01% NEW $200.09 +7.3%
Page 39 of 108  ·  2,143 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%