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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 95 of 108  ·  2,143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 CRK COMSTOCK RES INC Energy 16,342.0 $244K +2K +14.9% $14.92 -4.9%
1882 HROW HARROW INC Healthcare 5,711.0 $243K +655.0 +12.9% $42.47 -2.6%
1883 FIVN FIVE9 INC Technology 11,353.0 $242K -6.0M -99.8% $21.32 +53.4%
1884 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 14,609.0 $241K +3K +23.1% $16.53 +26.6%
1885 PRGS PROGRESS SOFTWARE CORP Technology 7,178.0 $241K +1K +20.4% $33.58 +31.4%
1886 DIEBOLD NIXDORF INC 2,835.0 $241K NEW $85.02
1887 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 9,083.0 $241K NEW $26.52 -11.4%
1888 STBA S & T BANCORP INC Financial Services 4,907.0 $241K -1K -19.6% $49.08 +2.6%
1889 ICFI ICF INTL INC Industrials 3,301.0 $241K +587.0 +21.6% $72.86 +22.8%
1890 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 2,802.0 $240K NEW $85.81 -15.5%
1891 TRS TRIMAS CORP Consumer Cyclical 5,330.0 $240K NEW $45.03 -14.1%
1892 FA FIRST ADVANTAGE CORP NEW Industrials 13,241.0 $239K $18.05 +16.1%
1893 GIII G III APPAREL GROUP LTD Consumer Cyclical 7,086.0 $239K $33.71 +0.1%
1894 AMERICAS GOLD AND SILVER COR 50,332.0 $238K +11K +28.3% $4.73
1895 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 29,999.0 $238K +7K +29.3% $7.92 +10.1%
1896 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 12,493.0 $237K $19.01 -5.2%
1897 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 16,722.0 $236K $14.14 +16.6%
1898 STEL STELLAR BANCORP INC Financial Services 6,011.0 $236K -4K -38.5% $39.32 -0.0%
1899 GRC GORMAN RUPP CO Industrials 2,571.0 $236K NEW $91.74 -15.5%
1900 IMAX IMAX CORP Communication Services 5,907.0 $235K $39.86 +32.0%
Page 95 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%