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Portfolio (Quarterly) Guide ↗

Pictet North America Advisors SA

· CIK 0001599576
13F Portfolio $1.1B AUM 152 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 152 New
Page 6 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JNJ JOHNSON & JOHNSON Healthcare 3,906.0 $808K 0.08% NEW $206.95 +11.5%
102 ZTS ZOETIS INC Healthcare 6,210.0 $781K 0.07% NEW $125.82 -37.8%
103 XBI SPDR SERIES TRUST 6,020.0 $734K 0.07% NEW $121.93 +11.5%
104 MRK MERCK & CO INC Healthcare 6,875.0 $724K 0.07% NEW $105.26 +13.9%
105 HON HONEYWELL INTL INC Industrials 3,575.0 $697K 0.07% NEW $195.09 +19.4%
106 VGSH VANGUARD SCOTTSDALE FDS 11,100.0 $652K 0.06% NEW $58.73 -0.7%
107 USIG ISHARES TR 12,280.0 $636K 0.06% NEW $51.77 -0.8%
108 HDB HDFC BANK LTD Financial Services 16,928.0 $619K 0.06% NEW $36.54 -35.2%
109 JBBB JANUS DETROIT STR TR 12,648.0 $603K 0.06% NEW $47.70 -0.3%
110 IVW ISHARES TR 4,872.0 $601K 0.06% NEW $123.26 +13.3%
111 BLK BLACKROCK INC Financial Services 561.0 $600K 0.06% NEW $1070.34 -2.2%
112 ISRG INTUITIVE SURGICAL INC Healthcare 999.0 $566K 0.05% NEW $566.36 -25.2%
113 VBIL VANGUARD INSTL INDEX FD 7,500.0 $566K 0.05% NEW $75.43 +0.3%
114 COST COSTCO WHSL CORP NEW Consumer Defensive 651.0 $561K 0.05% NEW $862.34 +15.4%
115 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,212.0 $520K 0.05% NEW $161.96 -8.4%
116 EIDO ISHARES TR 27,659.0 $517K 0.05% NEW $18.70 -30.9%
117 CSCO CISCO SYS INC Technology 6,500.0 $499K 0.05% NEW $76.72 +54.6%
118 INCO COLUMBIA ETF TR II 7,182.0 $465K 0.04% NEW $64.81 -9.5%
119 VNM VANECK ETF TRUST 24,178.0 $461K 0.04% NEW $19.08 -2.1%
120 ORCL ORACLE CORP Technology 2,358.0 $460K 0.04% NEW $194.91 +4.5%
Page 6 of 8  ·  152 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
Financial Services 35.2%
Technology 25.9%
Consumer Cyclical 14.5%
Communication Services 9.6%
Healthcare 7.0%
Industrials 5.4%
Consumer Defensive 1.2%
Energy 0.7%
Basic Materials 0.3%
Utilities 0.1%