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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 93 of 108  ·  2,143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 XPRO EXPRO GROUP HOLDINGS NV Energy 17,649.0 $261K $14.77 +23.5%
1842 MQ MARQETA INC Technology 64,086.0 $260K $4.06 +301.4%
1843 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 9,679.0 $260K $26.85 -5.1%
1844 DCOM DIME COML BANCSHARES INC Financial Services 6,377.0 $259K NEW $40.65 -0.5%
1845 LNN LINDSAY CORP Industrials 2,086.0 $258K NEW $123.80 -5.5%
1846 UTL UNITIL CORP Utilities 4,901.0 $258K NEW $52.69 +1.7%
1847 CBZ CBIZ INC Industrials 8,047.0 $258K $32.08 +71.4%
1848 RXRX RECURSION PHARMACEUTICALS IN Healthcare 70,303.0 $258K +28K +65.5% $3.67 -4.5%
1849 URGN UROGEN PHARMA LTD Healthcare 7,000.0 $258K NEW $36.80 +27.5%
1850 HCSG HEALTHCARE SVCS GROUP INC Healthcare 10,454.0 $257K +282.0 +2.8% $24.56 -7.0%
1851 GABC GERMAN AMERN BANCORP INC Financial Services 5,409.0 $257K $47.46 +5.0%
1852 ASTRANA HEALTH INC 5,510.0 $256K NEW $46.41
1853 PRLB PROTO LABS INC Industrials 3,135.0 $256K NEW $81.51 -2.7%
1854 BHC BAUSCH HEALTH COS INC Healthcare 51,827.0 $255K $4.93 +31.9%
1855 EWTX EDGEWISE THERAPEUTICS INC Healthcare 6,280.0 $255K NEW $40.63 +7.6%
1856 NSP INSPERITY INC Industrials 6,166.0 $255K NEW $41.31 +27.2%
1857 ORC ORCHID IS CAP INC Real Estate 36,438.0 $254K +24K +202.7% $6.97 -3.9%
1858 BROWN FORMAN CORP 9,281.0 $254K NEW $27.36
1859 FTRE FORTREA HLDGS INC Healthcare 14,578.0 $254K $17.40 +5.7%
1860 INVA INNOVIVA INC Healthcare 11,162.0 $253K NEW $22.71 -6.7%
Page 93 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%