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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 8 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AN AUTONATION INC Consumer Cyclical 1,320.0 $273K 0.03% NEW $206.48 -6.2%
142 SPYM SPDR SERIES TRUST 3,362.0 $270K 0.03% NEW $80.22 +10.7%
143 OEF ISHARES TR 765.0 $262K 0.03% NEW $342.97 +9.7%
144 IWM ISHARES TR 1,036.0 $255K 0.02% NEW $246.16 +18.8%
145 XLU SELECT SECTOR SPDR TR 5,492.0 $234K 0.02% NEW $42.69 +4.6%
146 CBRE CBRE GROUP INC Real Estate 1,455.0 $234K 0.02% NEW $160.79 -21.5%
147 XLE SELECT SECTOR SPDR TR 5,214.0 $233K 0.02% NEW $44.71 +27.4%
148 DE DEERE & CO Industrials 500.0 $233K 0.02% NEW $465.57 +15.2%
149 EWY ISHARES INC 2,265.0 $220K 0.02% NEW $97.22 +111.0%
150 SE SEA LTD Consumer Cyclical 1,660.0 $212K 0.02% NEW $127.57 -28.0%
151 CNYA ISHARES TR 6,099.0 $211K 0.02% NEW $34.52 +8.8%
152 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,000.0 $202K 0.02% NEW $67.39 +15.6%
Page 8 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%