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Portfolio (Quarterly) Guide ↗

Pictet Asset Management Holding SA

· CIK 0001993888
13F Portfolio $103.8B AUM Filed Nov 18, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2032 New
Page 50 of 102  ·  2,032 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NFG NATIONAL FUEL GAS CO Energy 13,755.0 $1.3M 0.00% NEW $92.37 -15.2%
982 WTFC WINTRUST FINL CORP Financial Services 9,577.0 $1.3M 0.00% NEW $132.44 +14.3%
983 KMX CARMAX INC Consumer Cyclical 28,157.0 $1.3M 0.00% NEW $44.87 -5.8%
984 SEIC SEI INVTS CO Financial Services 14,779.0 $1.3M 0.00% NEW $84.85 +5.7%
985 ALV AUTOLIV INC Consumer Cyclical 10,146.0 $1.3M 0.00% NEW $123.50 +4.8%
986 CPB THE CAMPBELLS COMPANY Consumer Defensive 39,633.0 $1.3M 0.00% NEW $31.58 -35.1%
987 GTLS CHART INDS INC Industrials 6,252.0 $1.3M 0.00% NEW $200.15 +3.8%
988 PRI PRIMERICA INC Financial Services 4,507.0 $1.3M 0.00% NEW $277.59 -2.2%
989 LYFT LYFT INC Technology 56,592.0 $1.2M 0.00% NEW $22.01 -37.8%
990 SGML SIGMA LITHIUM CORPORATION Basic Materials 193,940.0 $1.2M 0.00% NEW $6.41 +135.4%
991 IDCC INTERDIGITAL INC Technology 3,583.0 $1.2M 0.00% NEW $345.23 -26.9%
992 COMERICA INC 18,047.0 $1.2M 0.00% NEW $68.52
993 ATR APTARGROUP INC Healthcare 9,140.0 $1.2M 0.00% NEW $133.66 -13.7%
994 BTI BRITISH AMERN TOB PLC Consumer Defensive 22,967.0 $1.2M 0.00% NEW $53.08 +20.6%
995 CR CRANE COMPANY Industrials 6,603.0 $1.2M 0.00% NEW $184.14 -2.8%
996 AWI ARMSTRONG WORLD INDS INC NEW Industrials 6,191.0 $1.2M 0.00% NEW $196.01 -18.5%
997 ZION ZIONS BANCORPORATION N A Financial Services 21,431.0 $1.2M 0.00% NEW $56.58 +10.9%
998 AA ALCOA CORP Basic Materials 36,659.0 $1.2M 0.00% NEW $32.89 +122.4%
999 BRX BRIXMOR PPTY GROUP INC Real Estate 43,552.0 $1.2M 0.00% NEW $27.68 +11.7%
1000 BTG B2GOLD CORP Basic Materials 242,473.0 $1.2M 0.00% NEW $4.94 -8.6%
Page 50 of 102  ·  2,032 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 35.4%
Industrials 16.2%
Healthcare 11.6%
Financial Services 7.8%
Consumer Cyclical 7.2%
Communication Services 6.8%
Utilities 6.2%
Real Estate 2.7%
Basic Materials 2.3%
Consumer Defensive 2.1%