Pictet North America Advisors SA
Q2 2026 13F filing
Updated 48 days ago154 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $85.4M | 178.8K | 7.52% | Trimmed(-0.3%) |
| 2 | G GLD SPDR GOLD TR | $57.5M | 156.7K | 5.07% | Added(+0.5%) |
| 3 | G GOOGN ALPHABET INC | $43.3M | 121.1K | 3.81% | Trimmed(-9.1%) |
| 4 | A AZN ASTRAZENECA PLC | $40.9M | 218.8K | 3.61% | Added(+0.9%) |
| 5 | M MSFT MICROSOFT CORP | $35.8M | 96.5K | 3.16% | Added(+14.3%) |
| 6 | E ETHA ISHARES INC | $35.2M | 173.5K | 3.10% | Added(+8.4%) |
| 7 | S SNEJF SONY GROUP CORP | $33.8M | 1.68M | 2.98% | Added(+6.3%) |
| 8 | A AMZN AMAZON COM INC | $33.3M | 139.8K | 2.94% | Added(+0.8%) |
| 9 | ? N/A VANGUARD INTL EQUITY INDEX F | $32.4M | 206.5K | 2.86% | Added(+943.2%) |
| 10 | B BUR BURFORD CAPITAL LIMITED | $31.3M | 7.65M | 2.76% | Unchanged |
| 11 | A ALC ALCON AG | $28.7M | 424.1K | 2.53% | Added(+2.3%) |
| 12 | ? N/A PIMCO ETF TR | $28M | 1.05M | 2.46% | Trimmed(-5.5%) |
| 13 | Y YUMC YUM CHINA HLDGS INC | $27.7M | 679.7K | 2.44% | Added(+26.7%) |
| 14 | ? N/A JANUS DETROIT STR TR | $26.3M | 584.0K | 2.32% | Trimmed(-4.9%) |
| 15 | J JPM-PM JPMORGAN CHASE & CO | $21.2M | 64.8K | 1.87% | Trimmed(-4.0%) |
| 16 | M MELI MERCADOLIBRE INC | $21.2M | 12.5K | 1.86% | Trimmed(-3.2%) |
| 17 | ? N/A 2023 ETF SERIES TRUST | $20.6M | 1.14M | 1.81% | — |
| 18 | V V VISA INC | $20M | 58.4K | 1.76% | Added(+4.7%) |
| 19 | B BXDIF BROOKFIELD CORP | $19.8M | 464.6K | 1.75% | Added(+4.6%) |
| 20 | M MU MICRON TECHNOLOGY INC | $19.7M | 17.1K | 1.74% | Trimmed(-25.9%) |
| 21 | F FPF FIRST TR EXCHANGE TRADED FD | $19.5M | 146.3K | 1.72% | Trimmed(-6.1%) |
| 22 | I IAU ISHARES GOLD TR | $18.7M | 248.0K | 1.65% | Trimmed(-0.1%) |
| 23 | U UBS UBS GROUP AG | $18.3M | 369.4K | 1.62% | Trimmed(-0.1%) |
| 24 | M META META PLATFORMS INC | $17.5M | 31.1K | 1.55% | Trimmed(-2.6%) |
| 25 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $16.1M | 32.1K | 1.42% | Added(+7.7%) |
| 26 | A ASMLF ASML HLDG NV | $15.8M | 7.9K | 1.39% | Trimmed(-17.2%) |
| 27 | S SPGI S&P GLOBAL INC | $15.2M | 37.3K | 1.34% | Added(+19.6%) |
| 28 | A AAPL APPLE INC | $14.8M | 51.1K | 1.30% | Trimmed(-11.5%) |
| 29 | ? N/A 2023 ETF SERIES TRUST | $14.7M | 289.4K | 1.29% | — |
| 30 | A AMD ADVANCED MICRO DEVICES INC | $13.3M | 22.9K | 1.17% | Trimmed(-4.6%) |
| 31 | O ORLY OREILLY AUTOMOTIVE INC | $13M | 141.2K | 1.15% | Added(+18.8%) |
| 32 | H HLT HILTON WORLDWIDE HLDGS INC | $12.7M | 38.5K | 1.12% | Added(+14.6%) |
| 33 | M MCD MCDONALDS CORP | $12.4M | 45.7K | 1.09% | Added(+18.4%) |
| 34 | G GE GE AEROSPACE | $11.5M | 30.8K | 1.01% | Added(+1.6%) |
| 35 | G GOOGN ALPHABET INC | $11.4M | 32.1K | 1.00% | Added(+0.3%) |
| 36 | ? N/A TPG INC | $10.7M | 263.2K | 0.94% | Unchanged |
| 37 | ? N/A HARBOR ETF TRUST | $10.6M | 232.6K | 0.93% | Trimmed(-9.6%) |
| 38 | A AMRZ AMRIZE LTD | $9.1M | 171.9K | 0.80% | Trimmed(-0.4%) |
| 39 | N NVDA NVIDIA CORPORATION | $8.7M | 43.7K | 0.77% | Trimmed(-13.7%) |
| 40 | L LLY ELI LILLY & CO | $8.7M | 7.3K | 0.77% | Added(+1.2%) |
| 41 | A AVGO BROADCOM INC | $8.5M | 22.4K | 0.75% | Added(+0.7%) |
| 42 | E ETHA ISHARES INC | $6.9M | 109.4K | 0.61% | Trimmed(-8.0%) |
| 43 | B BLK ISHARES TR | $6.5M | 140.0K | 0.57% | Added(+1.5%) |
| 44 | M MA MASTERCARD INCORPORATED | $6M | 11.6K | 0.52% | Added(+1.8%) |
| 45 | R RLXXF RELX PLC | $5.7M | 180.6K | 0.50% | — |
| 46 | F FAST FASTENAL CO | $5.4M | 112.6K | 0.48% | Added(+1.3%) |
| 47 | T TTE TOTALENERGIES SE | $5.2M | 66.5K | 0.46% | Trimmed(-1.1%) |
| 48 | ? N/A ISHARES TR | $5.2M | 68.5K | 0.45% | Added(+2.0%) |
| 49 | E ETHA ISHARES INC | $4.9M | 108.5K | 0.43% | Trimmed(-6.9%) |
| 50 | C CVX CHEVRON CORPORATION | $4.9M | 29.7K | 0.43% | Trimmed(-12.2%) |