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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
Page 6 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 6,875.0 $827K 0.08% $120.29 +0.1%
102 HON HONEYWELL INTL INC Industrials 3,575.0 $808K 0.08% $226.03 +2.3%
103 XBI SPDR SERIES TRUST 6,020.0 $769K 0.08% $127.73 +6.0%
104 VGSH VANGUARD SCOTTSDALE FDS 12,900.0 $755K 0.07% +2K +16.2% $58.54 -0.4%
105 EEM ISHARES TR 13,191.0 $749K 0.07% -575K -97.8% $56.79 +20.6%
106 ZTS ZOETIS INC Healthcare 6,210.0 $734K 0.07% $118.21 -32.7%
107 QCOM QUALCOMM INC Technology 5,500.0 $708K 0.07% $128.78 +89.2%
108 ICVT ISHARES TR 6,923.0 $705K 0.07% -2K -25.1% $101.79 +18.7%
109 JBBB JANUS DETROIT STR TR 13,775.0 $642K 0.06% +1K +8.9% $46.61 +2.0%
110 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 600.0 $598K 0.06% -51.0 -7.8% $996.43 +0.3%
111 EWC ISHARES INC 10,553.0 $578K 0.06% -6K -35.3% $54.79 +6.6%
112 SLV ISHARES SILVER TR Financial Services 8,470.0 $577K 0.06% +4K +79.5% $68.14 -0.5%
113 IVW ISHARES TR 4,872.0 $551K 0.06% $113.11 +23.2%
114 CSCO CISCO SYS INC Technology 6,500.0 $502K 0.05% $77.25 +54.1%
115 ISRG INTUITIVE SURGICAL INC Healthcare 1,047.0 $483K 0.05% +48.0 +4.8% $460.99 -8.5%
116 VGIT VANGUARD SCOTTSDALE FDS 7,956.0 $474K 0.05% +1K +16.1% $59.55 -0.9%
117 BND VANGUARD BD INDEX FDS 6,000.0 $442K 0.04% NEW $73.64 -0.4%
118 BLK BLACKROCK INC Financial Services 457.0 $440K 0.04% -104.0 -18.5% $961.71 +9.3%
119 EIDO ISHARES TR 27,659.0 $437K 0.04% $15.79 -18.1%
120 HDB HDFC BANK LTD Financial Services 16,928.0 $421K 0.04% $24.88 -5.3%
Page 6 of 8  ·  154 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 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%