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Portfolio (Quarterly) Guide ↗

Pictet North America Advisors SA

· CIK 0001599576
13F Portfolio $1.0B AUM 154 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 41 Added 45 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AZN ASTRAZENECA PLC Healthcare 216,936.0 $42.0M 4.17% NEW $193.72 -4.2%
2 TPG TPG INC Financial Services 263,200.0 $10.7M 1.06% NEW $40.51 +2.7%
3 IEUR ISHARES TR 67,214.0 $4.7M 0.47% NEW $70.27 +8.4%
4 IEFA ISHARES TR 21,426.0 $1.9M 0.19% NEW $90.53 +8.2%
5 GIGB GOLDMAN SACHS ETF TR 18,900.0 $866K 0.09% NEW $45.80 +0.1%
6 BND VANGUARD BD INDEX FDS 6,000.0 $442K 0.04% NEW $73.64 -0.5%
7 CTVA CORTEVA INC Basic Materials 2,819.0 $236K 0.02% NEW $83.71 -4.6%

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
Financial Services 31.7%
Technology 24.9%
Consumer Cyclical 15.1%
Healthcare 12.2%
Communication Services 8.6%
Industrials 4.9%
Consumer Defensive 1.1%
Energy 1.0%
Basic Materials 0.4%
Utilities 0.1%