Pictet North America Advisors SA

GENEVA 73, V8 · CIK 1599576 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityPICTET NORTH AMERICA ADVISORS SA (CH)

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FamilyPictet North America Advisors SA · 2 related pages

$1.1bn reported value +12.7% vs Q1 2026

154positions

37.8%in top 10

9 new 43 added 48 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	178,783	$85.4m7.52%	7.52%	Reduced -548	-548 -0.3%
2	SPDR GOLD TR GOLD SHS GLD	GLD	156,679	$57.5m5.07%	5.07%	Added +718	+718 0.5%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	121,114	$43.3m3.81%	3.81%	Reduced -12.2k	-12,168 -9.1%
4	ASTRAZENECA PLC ORD AZN	AZN	218,800	$40.9m3.61%	3.61%	Added +1.9k	+1,864 0.9%
5	MICROSOFT CORP COM MSFT	MSFT	96,490	$35.8m3.16%	3.16%	Added +12.1k	+12,111 14.3%
6	ISHARES INC MSCI WORLD ETF URTH	URTH	173,508	$35.2m3.10%	3.10%	Added +13.4k	+13,411 8.4%
7	SONY GROUP CORP SPONSORED ADR SONY	SONY	1,684,567	$33.8m2.98%	2.98%	Added +99.9k	+99,937 6.3%
8	AMAZON COM INC COM AMZN	AMZN	139,822	$33.3m2.94%	2.94%	Added +1.1k	+1,132 0.8%
9	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	206,524	$32.4m2.86%	2.86%	Added +186.7k	+186,727 943.2%
10	BURFORD CAP LTD ORD SHS BUR	BUR	7,647,727	$31.3m2.76%	2.76%	Unchanged
11	ALCON AG ORD SHS ALC	ALC	424,062	$28.7m2.53%	2.53%	Added +9.6k	+9,641 2.3%
12	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	1,054,118	$28.0m2.46%	2.46%	Reduced -61.1k	-61,063 -5.5%
13	YUM CHINA HLDGS INC COM YUMC	YUMC	679,686	$27.7m2.44%	2.44%	Added +143.1k	+143,143 26.7%
14	JANUS DETROIT STR TR HENDERSON MTG JMBS	JMBS	584,021	$26.3m2.32%	2.32%	Reduced -30.1k	-30,083 -4.9%
15	JPMORGAN CHASE & CO COM JPM	JPM	64,836	$21.2m1.87%	1.87%	Reduced -2.7k	-2,674 -4.0%
16	MERCADOLIBRE INC COM MELI	MELI	12,463	$21.2m1.86%	1.86%	Reduced -408	-408 -3.2%
17	2023 ETF SERIES TRUST PICTET EMERGING RISE	RISE	1,141,400	$20.6m1.81%	1.81%	New
18	VISA INC COM CL A V	V	58,368	$20.0m1.76%	1.76%	Added +2.6k	+2,609 4.7%
19	BROOKFIELD CORP CL A LTD VT SH BN	BN	464,597	$19.8m1.75%	1.75%	Added +20.6k	+20,563 4.6%
20	MICRON TECHNOLOGY INC COM MU	MU	17,108	$19.7m1.74%	1.74%	Reduced -6.0k	-5,972 -25.9%
21	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	146,319	$19.5m1.72%	1.72%	Reduced -9.4k	-9,445 -6.1%
22	ISHARES GOLD TR ISHARES NEW IAU	IAU	248,044	$18.7m1.65%	1.65%	Reduced -115	-115 -0.1%
23	UBS GROUP AG SHS UBS	UBS	369,357	$18.3m1.62%	1.62%	Reduced -498	-498 -0.1%
24	META PLATFORMS INC CL A META	META	31,146	$17.5m1.55%	1.55%	Reduced -831	-831 -2.6%
25	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	32,136	$16.1m1.42%	1.42%	Added +2.3k	+2,302 7.7%
26	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	7,946	$15.8m1.39%	1.39%	Reduced -1.6k	-1,646 -17.2%
27	S&P GLOBAL INC COM SPGI	SPGI	37,302	$15.2m1.34%	1.34%	Added +6.1k	+6,102 19.6%
28	APPLE INC COM AAPL	AAPL	51,052	$14.8m1.30%	1.30%	Reduced -6.6k	-6,643 -11.5%
29	2023 ETF SERIES TRUST PICTET EMERGING EMFI	EMFI	289,435	$14.7m1.29%	1.29%	New
30	ADVANCED MICRO DEVICES INC COM AMD	AMD	22,889	$13.3m1.17%	1.17%	Reduced -1.1k	-1,108 -4.6%
31	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	141,239	$13.0m1.15%	1.15%	Added +22.4k	+22,393 18.8%
32	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	38,453	$12.7m1.12%	1.12%	Added +4.9k	+4,897 14.6%
33	MCDONALDS CORP COM MCD	MCD	45,743	$12.4m1.09%	1.09%	Added +7.1k	+7,093 18.4%
34	GE AEROSPACE COM NEW GE	GE	30,808	$11.5m1.01%	1.01%	Added +473	+473 1.6%
35	ALPHABET INC CAP STK CL C GOOG	GOOG	32,136	$11.4m1.00%	1.00%	Added +87	+87 0.3%
36	TPG INC COM CL A TPG	TPG	263,200	$10.7m0.94%	0.94%	Unchanged
37	HARBOR ETF TRUST SCIENTIFIC HIGH SIHY	SIHY	232,594	$10.6m0.93%	0.93%	Reduced -24.8k	-24,828 -9.6%
38	AMRIZE LTD SHS AMRZ	AMRZ	171,927	$9.1m0.80%	0.80%	Reduced -721	-721 -0.4%
39	NVIDIA CORPORATION COM NVDA	NVDA	43,698	$8.7m0.77%	0.77%	Reduced -7.0k	-6,961 -13.7%
40	ELI LILLY & CO COM LLY	LLY	7,280	$8.7m0.77%	0.77%	Added +88	+88 1.2%
41	BROADCOM INC COM AVGO	AVGO	22,418	$8.5m0.75%	0.75%	Added +150	+150 0.7%
42	ISHARES INC MSCI SWITZERLAND EWL	EWL	109,414	$6.9m0.61%	0.61%	Reduced -9.5k	-9,542 -8.0%
43	ISHARES TR MSCI UK ETF NEW EWU	EWU	139,982	$6.5m0.57%	0.57%	Added +2.1k	+2,122 1.5%
44	MASTERCARD INCORPORATED CL A MA	MA	11,592	$6.0m0.52%	0.52%	Added +205	+205 1.8%
45	RELX PLC SPONSORED ADR RELX	RELX	180,566	$5.7m0.50%	0.50%	New
46	FASTENAL CO COM FAST	FAST	112,581	$5.4m0.48%	0.48%	Added +1.5k	+1,471 1.3%
47	TOTALENERGIES SE ACT TTE	TTE	66,539	$5.2m0.46%	0.46%	Reduced -705	-705 -1.1%
48	ISHARES TR CORE MSCI EURO IEUR	IEUR	68,531	$5.2m0.45%	0.45%	Added +1.3k	+1,317 2.0%
49	ISHARES INC MSCI FRANCE ETF EWQ	EWQ	108,543	$4.9m0.43%	0.43%	Reduced -8.0k	-8,029 -6.9%
50	CHEVRON CORP NEW COM CVX	CVX	29,674	$4.9m0.43%	0.43%	Reduced -4.1k	-4,111 -12.2%
51	ISHARES INC MSCI EURZONE ETF EZU	EZU	68,853	$4.8m0.42%	0.42%	Unchanged
52	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	20,165	$4.5m0.40%	0.40%	Reduced -14.4k	-14,422 -41.7%
53	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	8,280	$4.2m0.37%	0.37%	Added +157	+157 1.9%
54	CME GROUP INC COM CME	CME	18,299	$4.0m0.36%	0.36%	Added +4.0k	+3,959 27.6%
55	PHILIP MORRIS INTL INC COM PM	PM	21,374	$3.9m0.34%	0.34%	Reduced -2.7k	-2,675 -11.1%
56	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	41,420	$3.9m0.34%	0.34%	Reduced -77.6k	-77,594 -65.2%
57	ISHARES TR U.S. REAL ES ETF IYR	IYR	37,434	$3.8m0.34%	0.34%	Unchanged
58	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	40,232	$3.6m0.31%	0.31%	Reduced -95.9k	-95,853 -70.4%
59	ISHARES INC MSCI TAIWAN ETF EWT	EWT	32,409	$3.5m0.31%	0.31%	Unchanged
60	HOME DEPOT INC COM HD	HD	9,761	$3.4m0.30%	0.30%	Added +76	+76 0.8%
61	OTIS WORLDWIDE CORP COM OTIS	OTIS	46,976	$3.4m0.30%	0.30%	Reduced -40.7k	-40,663 -46.4%
62	CHUBB LIMITED COM CB	CB	9,430	$3.2m0.28%	0.28%	Added +104	+104 1.1%
63	BOSTON SCIENTIFIC CORP COM BSX	BSX	72,976	$3.1m0.27%	0.27%	Added +273	+273 0.4%
64	UBER TECHNOLOGIES INC COM UBER	UBER	41,364	$3.0m0.26%	0.26%	Added +943	+943 2.3%
65	APPLIED MATLS INC COM AMAT	AMAT	4,114	$3.0m0.26%	0.26%	Reduced -154	-154 -3.6%
66	ISHARES TR MSCI INDIA ETF INDA	INDA	59,776	$2.9m0.26%	0.26%	Added +5.9k	+5,939 11.0%
67	PROCTER AND GAMBLE CO COM PG	PG	20,046	$2.9m0.26%	0.26%	Reduced -1.1k	-1,101 -5.2%
68	UNION PAC CORP COM UNP	UNP	10,482	$2.9m0.25%	0.25%	Added +232	+232 2.3%
69	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,846	$2.8m0.25%	0.25%	Unchanged
70	LINDE PLC SHS LIN	LIN	5,435	$2.8m0.25%	0.25%	Reduced -228	-228 -4.0%
71	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,662	$2.7m0.24%	0.24%	Reduced -3.4k	-3,425 -48.3%
72	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	31,370	$2.6m0.23%	0.23%	Reduced -2.0k	-2,030 -6.1%
73	ISHARES TR GLB INFRASTR ETF IGF	IGF	35,452	$2.4m0.21%	0.21%	Unchanged
74	ISHARES TR MSCI ACWI ETF ACWI	ACWI	14,305	$2.2m0.20%	0.20%	Reduced -300	-300 -2.0%
75	PARKER-HANNIFIN CORP COM PH	PH	2,171	$2.1m0.19%	0.19%	Added +111	+111 5.4%
76	RTX CORPORATION COM RTX	RTX	10,331	$2.0m0.17%	0.17%	Unchanged
77	SALESFORCE INC COM CRM	CRM	12,510	$2.0m0.17%	0.17%	Added +6.1k	+6,110 95.5%
78	TRANSDIGM GROUP INC COM TDG	TDG	1,408	$1.9m0.17%	0.17%	New
79	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	40,022	$1.8m0.16%	0.16%	Unchanged
80	BROWN & BROWN INC COM BRO	BRO	26,360	$1.7m0.15%	0.15%	Reduced -60.0k	-60,033 -69.5%
81	ISHARES TR DEVSMCP EXNA ETF IEUS	IEUS	24,275	$1.7m0.15%	0.15%	Reduced -46	-46 -0.2%
82	TEXAS INSTRS INC COM TXN	TXN	5,600	$1.7m0.15%	0.15%	Unchanged
83	DANAHER CORPORATION COM DHR	DHR	8,399	$1.6m0.14%	0.14%	Added +162	+162 2.0%
84	COPART INC COM CPRT	CPRT	52,626	$1.5m0.13%	0.13%	Added +1.9k	+1,869 3.7%
85	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	9,054	$1.4m0.13%	0.13%	Reduced -2.7k	-2,653 -22.7%
86	UNITEDHEALTH GROUP INC COM UNH	UNH	3,419	$1.4m0.13%	0.13%	Reduced -21	-21 -0.6%
87	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	25,825	$1.4m0.13%	0.13%	Unchanged
88	ISHARES INC JP MORGAN EM ETF LEMB	LEMB	33,309	$1.4m0.12%	0.12%	Reduced -480	-480 -1.4%
89	ISHARES TR GLOBAL TECH ETF IXN	IXN	9,077	$1.3m0.12%	0.12%	Reduced -8.6k	-8,619 -48.7%
90	ISHARES TR MSCI EMG MKT ETF EEM	EEM	17,941	$1.2m0.11%	0.11%	Added +4.8k	+4,750 36.0%
91	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,374	$1.2m0.11%	0.11%	Unchanged
92	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	5,690	$1.2m0.11%	0.11%	Unchanged
93	ISHARES INC MSCI AUST ETF EWA	EWA	42,141	$1.2m0.10%	0.10%	Added +30.4k	+30,400 258.9%
94	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	19,530	$1.2m0.10%	0.10%	Reduced -530	-530 -2.6%
95	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	5,050	$1.1m0.10%	0.10%	New
96	ISHARES TR CHINA LG-CAP ETF FXI	FXI	33,059	$1.0m0.09%	0.09%	Reduced -3.8k	-3,766 -10.2%
97	BLACKSTONE INC COM BX	BX	8,800	$1.0m0.09%	0.09%	Unchanged
98	QUALCOMM INC COM QCOM	QCOM	5,500	$1.0m0.09%	0.09%	Unchanged
99	ADOBE INC COM ADBE	ADBE	4,823	$988.8k0.09%	0.09%	Added +87	+87 1.8%
100	SPDR SER TR S&P BIOTECH XBI	XBI	6,020	$952.7k0.08%	0.08%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IEFA	IEFA	21,426	$1.9m21.4k shares
JANUS DETROIT STR TR JAAA	JAAA	21,570	$1.1m21.6k shares
HONEYWELL INTL INC		1,788	$808.1k1.8k shares
ZOETIS INC ZTS	ZTS	6,210	$734.1k6.2k shares
JANUS DETROIT STR TR JBBB	JBBB	13,775	$642.0k13.8k shares
CANADIAN PACIFIC KANSAS CITY CP	CP	5,083	$398.7k5.1k shares
COLUMBIA ETF TR II INCO	INCO	7,182	$394.8k7.2k shares
INTERCONTINENTAL EXCHANGE IN ICE	ICE	2,198	$345.7k2.2k shares
VANGUARD INDEX FDS VB	VB	1,024	$268.2k1.0k shares