Pictet North America Advisors SA

13F filer · CIK 0001599576

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$1.13BU.S. long equity reported on 13F

Positions926 new · 3 closed

Net flow last quarter+$21MBuys minus sells

Top 10 positions weight36.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202692 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$85.4M	7.52%	0.00%	-0.3%	Q1 2017
GLDSPDR Gold Trust	$57.5M	5.07%	0.04%	+0.5%	Q4 2013
GOOGLAlphabet Inc.	$43.3M	3.81%	0.00%	-9.1%	Q4 2015
AZNAstrazeneca PLC	$40.9M	3.61%	Not reported	+0.9%	Q2 2016
MSFTMicrosoft Corp	$35.8M	3.16%	0.00%	+14.4%	Q4 2013
SONYSony Group Corp	$33.8M	2.98%	0.03%	+6.3%	Q1 2024
AMZNAmazon Com Inc	$33.3M	2.94%	0.00%	+0.8%	Q2 2014
BURBurford Capital Ltd	$31.3M	2.76%	3.48%	Not reported	Q1 2021
ALCAlcon Inc	$28.7M	2.53%	0.09%	+2.3%	Q4 2019
YUMCYum China Holdings, Inc.	$27.7M	2.44%	0.20%	+26.7%	Q1 2024
JPMJPMorgan Chase & Co	$21.2M	1.87%	0.00%	-4.0%	Q4 2013
MELIMercadolibre Inc	$21.2M	1.86%	0.02%	-3.2%	Q2 2025
RISEAmplify Commodity Trust	$20.6M	1.81%	Not reported	New	Q2 2026
VVisa Inc.	$20M	1.76%	0.00%	+4.7%	Q4 2013
BNBROOKFIELD Corp	$19.8M	1.75%	Not reported	+4.6%	Q4 2025
MUMicron Technology Inc	$19.7M	1.74%	0.00%	-25.9%	Q3 2014
IAUIshares Gold Trust	$18.7M	1.65%	0.03%	-0.1%	Q3 2025
UBSUBS Group AG	$18.3M	1.62%	0.01%	-0.1%	Q4 2019
METAMeta Platforms, Inc.	$17.5M	1.55%	Not reported	-2.6%	Q1 2015
BRK.BBerkshire Hathaway Inc	$16.1M	1.42%	Not reported	+7.7%	Q3 2015
ASMLAsml Holding NV	$15.8M	1.39%	0.00%	-17.2%	Q2 2024
SPGIS&P Global Inc.	$15.2M	1.34%	0.01%	+19.6%	Q3 2018
AAPLApple Inc.	$14.8M	1.30%	0.00%	-11.5%	Q4 2013
AMDAdvanced Micro Devices Inc	$13.3M	1.17%	0.00%	-4.6%	Q1 2022
ORLYO Reilly Automotive Inc	$13M	1.15%	0.02%	+18.8%	Q1 2024
HLTHilton Worldwide Holdings Inc.	$12.7M	1.12%	0.02%	+14.6%	Q2 2025
MCDMcdonalds Corp	$12.4M	1.09%	0.01%	+18.4%	Q4 2013
GEGeneral Electric Co	$11.5M	1.01%	0.00%	+1.6%	Q2 2024
GOOGAlphabet Inc.	$11.4M	1.00%	Not reported	+0.3%	Q4 2015
TPGTPG Inc.	$10.7M	0.94%	Not reported	Not reported	Q1 2026
AMRZAmrize Ltd	$9.13M	0.80%	0.03%	-0.4%	Q2 2025
NVDANvidia Corp	$8.74M	0.77%	0.00%	-13.7%	Q4 2018
LLYELI LILLY & Co	$8.73M	0.77%	0.00%	+1.2%	Q3 2016
AVGOBroadcom Inc.	$8.47M	0.75%	0.00%	+0.7%	Q3 2018
MAMastercard Inc	$5.95M	0.52%	0.00%	+1.8%	Q4 2013
RELXRelx PLC	$5.72M	0.50%	0.01%	New	Q2 2026
FASTFastenal Co	$5.41M	0.48%	0.01%	+1.3%	Q3 2018
TTETotalEnergies SE	$5.18M	0.46%	0.00%	-1.1%	Q2 2023
CVXChevron Corp	$4.92M	0.43%	0.00%	-12.2%	Q4 2013
ADPAutomatic Data Processing Inc	$4.52M	0.40%	0.01%	-41.7%	Q3 2018
TMOThermo Fisher Scientific Inc.	$4.15M	0.37%	0.00%	+1.9%	Q1 2015
CMECme Group Inc.	$4.04M	0.36%	0.01%	+27.6%	Q3 2018
PMPhilip Morris International Inc.	$3.87M	0.34%	0.00%	-11.1%	Q4 2013
HDHome Depot, Inc.	$3.44M	0.30%	0.00%	+0.8%	Q4 2015
OTISOtis Worldwide Corp	$3.36M	0.30%	0.01%	-46.4%	Q1 2024
CBChubb Ltd	$3.21M	0.28%	0.00%	+1.1%	Q4 2019
BSXBoston Scientific Corp	$3.11M	0.27%	0.00%	+0.4%	Q4 2020
UBERUber Technologies, Inc	$2.98M	0.26%	0.00%	+2.3%	Q4 2019
AMATApplied Materials Inc	$2.96M	0.26%	0.00%	-3.6%	Q1 2024
PGPROCTER & GAMBLE Co	$2.94M	0.26%	0.00%	-5.2%	Q4 2013

Q1 2026Reported Apr 14, 202688 positions
GLDSPDR Gold Trust	$66.8M	6.64%	0.04%	+1.2%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$60.6M	6.02%	0.00%	-1.5%	Q1 2017
AZNAstrazeneca PLC	$42M	4.17%	Not reported	+367.0%	Q2 2016
GOOGLAlphabet Inc.	$38.3M	3.81%	0.00%	-3.4%	Q4 2015
SONYSony Group Corp	$32.8M	3.26%	0.03%	+3.1%	Q1 2024
BURBurford Capital Ltd	$31.4M	3.12%	3.49%	Not reported	Q1 2021
MSFTMicrosoft Corp	$31.1M	3.09%	0.00%	+0.5%	Q4 2013
ALCAlcon Inc	$30.6M	3.04%	0.09%	+6.8%	Q4 2019
AMZNAmazon Com Inc	$28.9M	2.87%	0.00%	+0.5%	Q2 2014
YUMCYum China Holdings, Inc.	$26.1M	2.59%	0.15%	+5.7%	Q1 2024
MELIMercadolibre Inc	$22.3M	2.21%	0.03%	+37.8%	Q2 2025
IAUIshares Gold Trust	$21.9M	2.17%	0.03%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$19.9M	1.97%	0.00%	-4.0%	Q4 2013
METAMeta Platforms, Inc.	$18.3M	1.82%	Not reported	-3.2%	Q1 2015
BNBROOKFIELD Corp	$17.9M	1.78%	Not reported	+9.5%	Q4 2025
VVisa Inc.	$16.9M	1.67%	0.00%	-1.3%	Q4 2013
AAPLApple Inc.	$14.6M	1.45%	0.00%	-2.0%	Q4 2013
BRK.BBerkshire Hathaway Inc	$14.3M	1.42%	Not reported	+0.9%	Q3 2015
UBSUBS Group AG	$14.1M	1.40%	0.01%	Not reported	Q4 2019
SPGIS&P Global Inc.	$13.3M	1.32%	0.01%	+9.0%	Q3 2018
ASMLAsml Holding NV	$12.7M	1.26%	0.00%	+1.4%	Q2 2024
MCDMcdonalds Corp	$12M	1.19%	0.01%	+0.1%	Q4 2013
ORLYO Reilly Automotive Inc	$11M	1.09%	0.01%	+0.8%	Q1 2024
TPGTPG Inc.	$10.7M	1.06%	Not reported	New	Q1 2026
HLTHilton Worldwide Holdings Inc.	$10.2M	1.01%	0.01%	+1.1%	Q2 2025
AMRZAmrize Ltd	$9.35M	0.93%	0.03%	+0.8%	Q2 2025
GOOGAlphabet Inc.	$9.19M	0.91%	Not reported	+0.4%	Q4 2015
NVDANvidia Corp	$8.83M	0.88%	0.00%	-0.4%	Q4 2018
GEGeneral Electric Co	$8.61M	0.85%	0.00%	+1.3%	Q2 2024
MUMicron Technology Inc	$7.8M	0.77%	0.00%	-14.9%	Q3 2014
ADPAutomatic Data Processing Inc	$7.03M	0.70%	0.01%	-9.0%	Q3 2018
CVXChevron Corp	$6.99M	0.69%	0.00%	-1.5%	Q4 2013
AVGOBroadcom Inc.	$6.89M	0.68%	0.00%	-3.3%	Q3 2018
OTISOtis Worldwide Corp	$6.76M	0.67%	0.02%	-7.0%	Q1 2024
LLYELI LILLY & Co	$6.61M	0.66%	0.00%	+0.5%	Q3 2016
TTETotalEnergies SE	$6.27M	0.62%	0.00%	-11.6%	Q2 2023
MAMastercard Inc	$5.69M	0.57%	0.00%	+1.2%	Q4 2013
BROBrown & Brown, Inc.	$5.63M	0.56%	0.03%	-6.2%	Q2 2024
FASTFastenal Co	$5.16M	0.51%	0.01%	+2.1%	Q3 2018
AMDAdvanced Micro Devices Inc	$4.88M	0.48%	0.00%	+1.1%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$4.61M	0.46%	Not reported	-3.6%	Q2 2014
BSXBoston Scientific Corp	$4.56M	0.45%	0.00%	+23.3%	Q4 2020
CMECme Group Inc.	$4.24M	0.42%	0.00%	-3.2%	Q3 2018
TMOThermo Fisher Scientific Inc.	$3.99M	0.40%	0.00%	+12.0%	Q1 2015
PMPhilip Morris International Inc.	$3.98M	0.39%	0.00%	-0.2%	Q4 2013
HDHome Depot, Inc.	$3.19M	0.32%	0.00%	-20.4%	Q4 2015
PGPROCTER & GAMBLE Co	$3.05M	0.30%	0.00%	-23.6%	Q4 2013
CBChubb Ltd	$3.04M	0.30%	0.00%	+0.8%	Q4 2019
UBERUber Technologies, Inc	$2.91M	0.29%	0.00%	+21.0%	Q4 2019
LINLinde PLC	$2.81M	0.28%	0.00%	+1.8%	Q4 2019

Q4 2025Reported Jan 16, 202688 positions
BURBurford Capital Ltd	$68.5M	6.50%	3.49%	Not reported	Q1 2021
GLDSPDR Gold Trust	$60.8M	5.78%	0.04%	+0.2%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$55.3M	5.25%	0.00%	+1.3%	Q1 2017
GOOGLAlphabet Inc.	$43.2M	4.10%	0.00%	-3.4%	Q4 2015
MSFTMicrosoft Corp	$40.4M	3.84%	0.00%	-2.7%	Q4 2013
SONYSony Group Corp	$39.3M	3.74%	0.02%	+1.9%	Q1 2024
AMZNAmazon Com Inc	$31.9M	3.02%	0.00%	-6.6%	Q2 2014
ALCAlcon Inc	$31M	2.94%	0.08%	+10.1%	Q4 2019
YUMCYum China Holdings, Inc.	$24.1M	2.29%	0.14%	+2.0%	Q1 2024
JPMJPMorgan Chase & Co	$22.7M	2.15%	0.00%	-3.1%	Q4 2013
METAMeta Platforms, Inc.	$21.8M	2.07%	Not reported	-2.8%	Q1 2015
IAUIshares Gold Trust	$20.1M	1.91%	0.03%	-9.9%	Q3 2025
VVisa Inc.	$19.8M	1.88%	0.00%	-4.2%	Q4 2013
MELIMercadolibre Inc	$18.8M	1.79%	0.02%	+40.7%	Q2 2025
BNBROOKFIELD Corp	$18.7M	1.77%	Not reported	New	Q4 2025
UBSUBS Group AG	$17.3M	1.64%	0.01%	-3.3%	Q4 2019
AAPLApple Inc.	$16M	1.52%	0.00%	-7.6%	Q4 2013
SPGIS&P Global Inc.	$15M	1.42%	0.01%	-2.3%	Q3 2018
BRK.BBerkshire Hathaway Inc	$14.9M	1.41%	Not reported	-3.4%	Q3 2015
MCDMcdonalds Corp	$11.8M	1.12%	0.01%	-2.6%	Q4 2013
ORLYO Reilly Automotive Inc	$10.8M	1.02%	0.01%	-2.3%	Q1 2024
ASMLAsml Holding NV	$10.1M	0.96%	0.00%	-0.4%	Q2 2024
GOOGAlphabet Inc.	$10M	0.95%	Not reported	Not reported	Q4 2015
ADPAutomatic Data Processing Inc	$9.77M	0.93%	0.01%	+7.0%	Q3 2018
HLTHilton Worldwide Holdings Inc.	$9.53M	0.91%	0.01%	-2.8%	Q2 2025
NVDANvidia Corp	$9.48M	0.90%	0.00%	+2.1%	Q4 2018
AMRZAmrize Ltd	$9.42M	0.89%	0.03%	+1.4%	Q2 2025
GEGeneral Electric Co	$9.22M	0.88%	0.00%	-4.0%	Q2 2024
AZNAstrazeneca PLC	$8.54M	0.81%	Not reported	-7.4%	Q2 2016
OTISOtis Worldwide Corp	$8.23M	0.78%	0.02%	-4.8%	Q1 2024
AVGOBroadcom Inc.	$7.97M	0.76%	0.00%	-2.6%	Q3 2018
MUMicron Technology Inc	$7.74M	0.73%	0.00%	-39.5%	Q3 2014
LLYELI LILLY & Co	$7.69M	0.73%	0.00%	+0.2%	Q3 2016
BROBrown & Brown, Inc.	$7.34M	0.70%	0.03%	-6.8%	Q2 2024
MAMastercard Inc	$6.42M	0.61%	0.00%	-8.6%	Q4 2013
BSXBoston Scientific Corp	$5.62M	0.53%	0.00%	-3.8%	Q4 2020
CVXChevron Corp	$5.23M	0.50%	0.00%	-6.0%	Q4 2013
AMDAdvanced Micro Devices Inc	$5.08M	0.48%	0.00%	-5.1%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$5.01M	0.48%	Not reported	Not reported	Q2 2014
TTETotalEnergies SE	$4.97M	0.47%	0.00%	Not reported	Q2 2023
FASTFastenal Co	$4.37M	0.41%	0.01%	-7.9%	Q3 2018
TMOThermo Fisher Scientific Inc.	$4.2M	0.40%	0.00%	-3.3%	Q1 2015
HDHome Depot, Inc.	$4.19M	0.40%	0.00%	-4.0%	Q4 2015
CMECme Group Inc.	$4.04M	0.38%	0.00%	-3.5%	Q3 2018
PGPROCTER & GAMBLE Co	$3.96M	0.38%	0.00%	-4.5%	Q4 2013
PMPhilip Morris International Inc.	$3.87M	0.37%	0.00%	-3.9%	Q4 2013
UNPUnion Pacific Corp	$3.16M	0.30%	0.00%	-8.9%	Q1 2024
CPCanadian Pacific Kansas City Ltd	$2.92M	0.28%	0.00%	-86.5%	Q1 2024
CBChubb Ltd	$2.89M	0.27%	0.00%	+1.0%	Q4 2019
UBERUber Technologies, Inc	$2.73M	0.26%	0.00%	-3.3%	Q4 2019

Q3 2025Reported Oct 21, 202584 positions
BURBurford Capital Ltd	$91.1M	8.53%	3.50%	Not reported	Q1 2021
GLDSPDR Gold Trust	$54.5M	5.11%	0.05%	+6.4%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$50.2M	4.70%	0.00%	+6.0%	Q1 2017
MSFTMicrosoft Corp	$44.5M	4.17%	0.00%	+1.3%	Q4 2013
SONYSony Group Corp	$43.4M	4.07%	0.02%	+4.1%	Q1 2024
GOOGLAlphabet Inc.	$34.7M	3.25%	0.00%	-2.0%	Q4 2015
AMZNAmazon Com Inc	$32.5M	3.04%	0.00%	+1.6%	Q2 2014
ALCAlcon Inc	$26.3M	2.46%	0.07%	+21.2%	Q4 2019
METAMeta Platforms, Inc.	$24.9M	2.34%	Not reported	-3.0%	Q1 2015
JPMJPMorgan Chase & Co	$22.9M	2.14%	0.00%	-0.6%	Q4 2013
CPCanadian Pacific Kansas City Ltd	$21.8M	2.04%	0.03%	-16.2%	Q1 2024
YUMCYum China Holdings, Inc.	$21.3M	1.99%	0.14%	+4.9%	Q1 2024
VVisa Inc.	$20.1M	1.88%	0.00%	-1.5%	Q4 2013
IAUIshares Gold Trust	$20M	1.88%	0.04%	New	Q3 2025
AAPLApple Inc.	$16.2M	1.52%	0.00%	+7.7%	Q4 2013
UBSUBS Group AG	$15.6M	1.46%	0.01%	Not reported	Q4 2019
MELIMercadolibre Inc	$15.5M	1.45%	0.01%	+4.7%	Q2 2025
BRK.BBerkshire Hathaway Inc	$15.4M	1.44%	Not reported	-5.8%	Q3 2015
SPGIS&P Global Inc.	$14.2M	1.33%	0.01%	+9.8%	Q3 2018
ORLYO Reilly Automotive Inc	$13M	1.22%	0.01%	-1.0%	Q1 2024
MCDMcdonalds Corp	$12.1M	1.13%	0.01%	-0.7%	Q4 2013
ADPAutomatic Data Processing Inc	$10.4M	0.98%	0.01%	-0.9%	Q3 2018
GEGeneral Electric Co	$9.38M	0.88%	0.00%	-0.4%	Q2 2024
NVDANvidia Corp	$9.29M	0.87%	0.00%	+17.9%	Q4 2018
BROBrown & Brown, Inc.	$9.27M	0.87%	0.03%	-0.5%	Q2 2024
ASMLAsml Holding NV	$9.19M	0.86%	0.00%	-6.7%	Q2 2024
OTISOtis Worldwide Corp	$9.05M	0.85%	0.03%	-1.8%	Q1 2024
HLTHilton Worldwide Holdings Inc.	$8.86M	0.83%	0.01%	-1.0%	Q2 2025
AMRZAmrize Ltd	$8.15M	0.76%	0.03%	-0.2%	Q2 2025
AVGOBroadcom Inc.	$7.8M	0.73%	0.00%	+2.4%	Q3 2018
GOOGAlphabet Inc.	$7.77M	0.73%	Not reported	-0.4%	Q4 2015
AZNAstrazeneca PLC	$7.7M	0.72%	Not reported	+2.7%	Q2 2016
MUMicron Technology Inc	$7.5M	0.70%	0.00%	-15.6%	Q3 2014
MAMastercard Inc	$7M	0.66%	0.00%	-1.0%	Q4 2013
BSXBoston Scientific Corp	$5.99M	0.56%	0.00%	-1.6%	Q4 2020
FASTFastenal Co	$5.79M	0.54%	0.01%	-11.3%	Q3 2018
CVXChevron Corp	$5.66M	0.53%	0.00%	Not reported	Q4 2013
LLYELI LILLY & Co	$5.45M	0.51%	0.00%	Not reported	Q3 2016
HDHome Depot, Inc.	$5.14M	0.48%	0.00%	+0.7%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$4.9M	0.46%	Not reported	+3.9%	Q2 2014
PGPROCTER & GAMBLE Co	$4.45M	0.42%	0.00%	+1.2%	Q4 2013
CMECme Group Inc.	$4.15M	0.39%	0.00%	+2.2%	Q3 2018
PMPhilip Morris International Inc.	$4.07M	0.38%	0.00%	-0.5%	Q4 2013
AMDAdvanced Micro Devices Inc	$4.05M	0.38%	0.00%	-1.5%	Q1 2022
TMOThermo Fisher Scientific Inc.	$3.64M	0.34%	0.00%	-1.7%	Q1 2015
UNPUnion Pacific Corp	$3.55M	0.33%	0.00%	+1.0%	Q1 2024
UBERUber Technologies, Inc	$3.39M	0.32%	0.00%	Not reported	Q4 2019
LINLinde PLC	$2.63M	0.25%	0.00%	Not reported	Q4 2019
CBChubb Ltd	$2.59M	0.24%	0.00%	+0.5%	Q4 2019
ADBEAdobe Inc.	$2.32M	0.22%	0.00%	-0.4%	Q2 2020

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