Pictet North America Advisors SA
Pictet North America Advisors SA reported 154 holdings worth US$1.13B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Pictet North America Advisors SA reported 154 holdings worth US$1.13B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 154
- Value as reported
- US$1.13B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 179K | US$85.4M | 7.5% |
| Alphabet Inc (google) Class C | 153K | US$54.6M | 4.8% |
| Microsoft Corp. | 96,490 | US$35.8M | 3.2% |
| Sony Group Corporation | 1.68M | US$33.8M | 3.0% |
| Amazon.com, Inc. | 140K | US$33.3M | 2.9% |
| Yum China Holdings, Inc. | 680K | US$27.7M | 2.4% |
| Jp Morgan Chase & Co. | 64,836 | US$21.2M | 1.9% |
| Mercadolibre, Inc. | 12,463 | US$21.2M | 1.9% |
| Visa Inc. | 58,368 | US$20M | 1.8% |
| Brookfield Corporation | 465K | US$19.8M | 1.7% |
| Micron Technology, Inc. | 17,108 | US$19.7M | 1.7% |
| Meta Platforms, Inc. | 31,146 | US$17.5M | 1.5% |
| Berkshire Hathaway Inc. | 32,136 | US$16.1M | 1.4% |
| Asml Holding Nv | 7,946 | US$15.8M | 1.4% |
| S&p Global Inc. | 37,302 | US$15.2M | 1.3% |
| Apple Inc | 51,052 | US$14.8M | 1.3% |
| Advanced Micro Devices Inc | 22,889 | US$13.3M | 1.2% |
| O'reilly Automotive, Inc. | 141K | US$13M | 1.1% |
| Hilton Worldwide Holdings Inc. | 38,453 | US$12.7M | 1.1% |
| Mcdonald's Corporation | 45,743 | US$12.4M | 1.1% |
| Ge Aerospace | 30,808 | US$11.5M | 1.0% |
| Tpg Inc. | 263K | US$10.7M | 0.94% |
| Nvidia Corporation | 43,698 | US$8.74M | 0.77% |
| Eli Lilly And Company | 7,280 | US$8.73M | 0.77% |
| Broadcom Inc. | 22,418 | US$8.47M | 0.75% |
| Mastercard Incorporated | 11,592 | US$5.95M | 0.52% |
| Relx Plc | 181K | US$5.72M | 0.50% |
| Fastenal Company | 113K | US$5.41M | 0.48% |
| Chevron Corporation | 29,674 | US$4.92M | 0.43% |
| Automatic Data Processing, Inc. | 20,165 | US$4.52M | 0.40% |
| Thermo Fisher Scientific Inc | 8,280 | US$4.15M | 0.37% |
| Cme Group Inc. | 18,299 | US$4.04M | 0.36% |
| Philip Morris International Inc | 21,374 | US$3.87M | 0.34% |
| Home Depot, Inc. (the) | 9,761 | US$3.44M | 0.30% |
| Otis Worldwide Corporation | 46,976 | US$3.36M | 0.30% |
| Boston Scientific Corporation | 72,976 | US$3.11M | 0.27% |
| Uber Technologies, Inc. | 41,364 | US$2.98M | 0.26% |
| Applied Materials, Inc. | 4,114 | US$2.96M | 0.26% |
| Procter & Gamble Company (the) | 20,046 | US$2.94M | 0.26% |
| Union Pacific Corporation | 10,482 | US$2.85M | 0.25% |
| Parker-hannifin Corporation | 2,171 | US$2.12M | 0.19% |
| Rtx Corporation | 10,331 | US$1.96M | 0.17% |
| Salesforce, Inc. | 12,510 | US$1.96M | 0.17% |
| Transdigm Group Inc. | 1,408 | US$1.88M | 0.17% |
| Brown & Brown, Inc. | 26,360 | US$1.69M | 0.15% |
| Texas Instruments Incorporated | 5,600 | US$1.67M | 0.15% |
| Danaher Corporation | 8,399 | US$1.6M | 0.14% |
| Copart, Inc. | 52,626 | US$1.48M | 0.13% |
| Unitedhealth Group Incorporated | 3,419 | US$1.42M | 0.13% |
| Cerebras Systems Inc. | 5,050 | US$1.12M | 0.10% |
| Blackstone Inc. | 8,800 | US$1.04M | 0.09% |
| Qualcomm Incorporated | 5,500 | US$1.02M | 0.09% |
| Adobe Inc. | 4,823 | US$989K | 0.09% |
| Johnson & Johnson | 3,550 | US$902K | 0.08% |
| Nextera Energy, Inc. | 10,100 | US$886K | 0.08% |
| Chipotle Mexican Grill, Inc. | 26,000 | US$884K | 0.08% |
| Merck & Company, Inc. | 6,875 | US$883K | 0.08% |
| Cisco Systems, Inc. | 6,500 | US$760K | 0.07% |
| Costco Wholesale Corporation | 600 | US$561K | 0.05% |
| Deere & Company | 710 | US$450K | 0.04% |
| Hdfc Bank Limited | 16,928 | US$437K | 0.04% |
| Intuitive Surgical, Inc. | 1,079 | US$429K | 0.04% |
| Pepsico, Inc. | 2,600 | US$352K | 0.03% |
| Walmart Inc. | 3,000 | US$340K | 0.03% |
| Oracle Corporation | 2,300 | US$337K | 0.03% |
| Tjx Companies, Inc. (the) | 2,000 | US$303K | 0.03% |
| Cintas Corporation | 1,780 | US$303K | 0.03% |
| Blackrock, Inc. | 289 | US$278K | 0.02% |
| The Carlyle Group Inc. | 5,950 | US$251K | 0.02% |
| Autonation, Inc. | 1,320 | US$245K | 0.02% |
| Corteva, Inc. | 2,819 | US$239K | 0.02% |
| International Flavors & Fragrances, Inc. | 3,000 | US$238K | 0.02% |
| Kla Corporation | 666 | US$201K | 0.02% |
| Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp | 15,730 | US$90,919 | <0.01% |
| Canadian Pacific Kansas City Limited | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Intercontinental Exchange Inc. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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